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We provide funeral, life, savings and retirement products and services to South Africans from every walk of life. In everything we do, we aim to reward the trust that our clients have placed in us. We keep our promises to our stakeholders, and we are always there for our clients when it matters most
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Description
Financial administration of Incub8 with Assupol (Incub8)
- Ensure that calculation of commission and outsourcing fees are correctly calculated
- Ensure that payments to vendors, cells (commission) and claims are done correct and timeously
- Ensure the recording of financial transactions and performance of monthly reconciliations
- Recording and reporting are done in line with IFRS17, microinsurance and cell captive requirements
- Address queries and requests of management and cell owners
Compile reports
- Compilation of monthly financial reports to management and cell owners
- Compile annual financial statements and oversee process to gather information for disclosure purposes
- Meet internal and external stakeholders’ reporting requirements
Compile and monitor Incub8’s budget
- Compile the annual budget and 5-year forecast and manage the budget deliverables of the various cells.
- Report on approved budget i.e. variances etc.
- Maintain a pro-active budget monitoring function to manage budget overspends.
Compile Incub8’s statutory reports
- Compilation of statutory reports and act as liaison with external stakeholders such as the Prudential Authority.
- Ensure timely review and sign off on statutory reports, as well as submission thereof
Ensure Incub’s compliance with SARS requirements
- Perform the income tax calculation of Incub8.
- Obtain relevant information and act as liaison with external auditors regarding provisional and annual tax calculation and returns
- Attend to enquiries received from SARS regarding income tax
- Ensure timeous submission of all tax related matters to SARS (IT, VAT, PAYE, DWT)
- Assist in compiling reports to and participate in the Tax Committee meetings.
Provide assistance to SAICA training officer
- Evaluate trainees where work is performed under this position’s supervision.
- Supervise trainees and provide guidance to them with respect to the SAICA training programme
Ad hoc tasks
- Liaise with and provide deliverables requested by external audit
- Provide assistance where ad hoc tasks are allocated to the position by management e.g. implementation of a new financial reporting standard
Requirements
FORMAL EDUCATION
- B.Com degree in Accounting Science
- Certificate In Theory of Accounting (Honours Degree) (CTA)
TECHNICAL/ LEGAL CERTIFICATION
- CA (SA) will be beneficial
EXPERIENCE
- 3 - 5 years financial and management reporting experience in a cell captive environment
- IFRS17 knowledge – practical, not theoretical
- Long Term Insurance industry
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Description
- To recruit, maintain, develop sales representative and set targets within Cornerstone Regions.
Plan and Implement Sales plan at Regional level
- Develop sales plan to attain set goals/targets
- Communicate the sales plan to sales teams
- Identify & agree on individual roles and responsibilities
- Recruit resources according to HR Plan
- Plan for infrastructure requirements – vehicles, offices, furniture, policy books, etc
- Participate in Provincial budgeting process
- Implement & monitor company policies & procedures
- Manage sales staff performance monthly
- Evaluate progress against goals monthly
- Prepare monthly management report
Expense Budget
- Monitor expenses against budget
- Track deviation, investigate reasons & recommend corrective action
- Assist with management of monitoring petty-cash requisitions
- Prepare management report on deviations
Develop & Sustain Customer & Stakeholder relations
- Intervene on customer queries & concerns
- Understand impact of stakeholder policies on regional business
- Deploy the correct interactions and processes
Communication management
- Stakeholder analysis (who’s who?)
- Knowledge of different markets
- Company themes/message
Manage Regional Office, Administration & Client Services
- Manage regional sales force – recruitment, selection, training & development, performance management, etc.
- Visits to districts/sites
- Ensure that branch offices project the required image of Cornerstone
- Oversee the regional administrative activities
- Liaise with provincial administration on training needs & support
- Assist with client services and oversee sales staff & offices
Requirements
FORMAL EDUCATION
- Matric
- Relevant Qualification (recognised by the FSCA)
TECHNICAL/LEGAL CERTIFICATION
- Regulatory Examination Level 5: Representatives as an advantage
- Regulatory Examination Level 1: Key Individuals as an advantage
- 30 or 60 credits on NQF level 2 (Depending on the date of appointment in the industry) or
- 60 or 120 credits on NQF level 5 (Depending on the date of appointment in the industry)
EXPERIENCE
- 1year relevant management experience
- 6 months Insurance industry
- Atleast 6 months advice and intermediary experience in category A (Assistance business)
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Duties & Responsibilities
Contribute to the efficient and effective functioning of Compliance Function
- Assist the manager to ensure that the compliance function is in compliance with law,and industry and regulatory body requirements.
- Promote the prevention of legal and regulatory risk in the company (TCF).
- Maintain efficient and effective operations in Compliance.
- Ensure that policies and procedures with regards to the Compliance function are being adhered to (TCF).
- Attend specific forums as may be required to represent the Compliance and Regulatory Affairs department.
Responsible for Compliance Monitoring and Reporting
- Monitor compliance risk, policies and procedures at Head Office and branches of Assupol Group.
- Maintain the standardized monitoring procedure.
- Complete monitoring reports.
- Provide overall compliance assistance, guidance and advice to Assupol Group of Companies.
- Contribute to the development of compliance risk management plans.
- Contribute to the completion of compliance reporting (internal and regulatory).
Provide Training and Awareness on Compliance Matters
- Create awareness in Assupol Group of Companies with legal requirements (TCF).
- Inform employees about relevant compliance matters.
- Develop, educate and enabling healthy and business orientated compliance culture.
- Regularly meet with stakeholders, including the regional managers of the specific business units to identify and address compliance risks.
Requirements
Formal:
- Legal Degree/relevant
- LLB Degree
- Admitted Attorney (advantage)
- Compliance Certificate (Advantage)
Experience:
- 2-3 years’ experience in Risk management and Compliance
- 2-3 years Insurance Industry experience
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Duties & Responsibilities
Contribute to the efficient and effective functioning of Compliance Function
- Assist the manager to ensure that the compliance function is in compliance with law,and industry and regulatory body requirements.
- Promote the prevention of legal and regulatory risk in the company (TCF).
- Maintain efficient and effective operations in Compliance.
- Ensure that policies and procedures with regards to the Compliance function are being adhered to (TCF).
- Attend specific forums as may be required to represent the Compliance and Regulatory Affairs department.
Responsible for Compliance Monitoring and Reporting
- Monitor compliance risk, policies and procedures at Head Office and branches of Assupol Group.
- Maintain the standardized monitoring procedure.
- Complete monitoring reports.
- Provide overall compliance assistance, guidance and advice to Assupol Group of Companies.
- Contribute to the development of compliance risk management plans.
- Contribute to the completion of compliance reporting (internal and regulatory).
Provide Training and Awareness on Compliance Matters
- Create awareness in Assupol Group of Companies with legal requirements (TCF).
- Inform employees about relevant compliance matters.
- Develop, educate and enabling healthy and business orientated compliance culture.
- Regularly meet with stakeholders, including the regional managers of the specific business units to identify and address compliance risks.
Requirements
Formal:
- Legal Degree/relevant
- LLB Degree
- Admitted Attorney (advantage)
- Compliance Certificate (Advantage)
Experience:
- 2-3 years’ experience in Risk management and Compliance
- 2-3 years Insurance Industry experience
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Description
Main Purpose:
- To sell policies, recruit, develop and train representatives to achieve the set target
To be developed into a Sales Manager when vacancies are available (Key Individual)
- 1 year Programme
- Courses
- Full-Time Academic School: 0 – 1 month
- Commissions and Finance
- Compliance
- Reports
- Practical School (2 – 12 months)
- COB Long term and Investments
- CPD
- Supervision (FSP 4.1);
- Recruitment process orientation (On-Boarding)
- MS Office (Spread over 12 months – if necessary)
- Digital training
- Sales reports Orientation
- Sales performance management orientation
- Disciplinary action
Requirements
Formal Education
- Matric
- Relevant Full Qualification as per the FSCA Board Notice
Technical/Legal Certification
- Registered as an Employee Representative (FSCA)
- Regulatory Examination Level 1: Representatives (RE5)
- Regulatory Examination Level 1: Key Individuals (RE1)
- Class of Business: Long Term Insurance & Investment (Advantage)
- Updated CPD points
Experience
- 2 Years’ Experience in the Insurance Industry
- Experience in Category A, B1, B2, C and Retail Benefits
- Fit and Proper Rep for all Tier 1 products
- Fit and Proper Rep for all Tier 2 products
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Description
To provide professional first line support to clients and sales support
Render client services
- Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries
- Update client personal details and AIMS notes
- Provide correct and accurate advice to clients on products and services (TCF)
- Inform clients and update changes to their policy (TCF)
- Liaise with relevant departments to gather information to resolve clients’ queries
- Maintain required business retention rate
- Handle all complaints and enquiries
- Escalate complaints to Office Manager and Complaints Handling Officer
- Follow complaints procedure
- Handle all incoming calls and walk-in clients
Administrate Claims
- Verify claims documents as per standard procedure
- Assist clients with the completion of claim forms
- Submit all claims received to Head office
- Submit any outstanding documentation as per Head Office request
- Keep claims register up to date
Advise clients on cancelations
- Advise the client of the process and disadvantages of cancelation
- Retain the policy by proposing different options (loan, partial surrender paid up)
- Inform relevant Sales Manager of the intended cancelation for retention
- As per clients request follow the standard cancelation procedure
Administrate demutualization process
- Capture client information
- Inform clients of status of their shares
- Update clients information on Aims systems
- Register and forward to Head office
Office Administration
- Manage mail and fax
- Prepare statistical reports
- Assist with data capturing when required
- Encourage clients to complete the survey
Fit and Proper Requirements
- Adhere and comply to FSB board notice in terms of FAIS
Documentation and filing procedures
- Keep record systems up to date
- File and keep documentation for a period as required by the legislation
Requirements
FORMAL EDUCATION
TECHNICAL/LEGAL CERTIFICATION
- Recognised Qualification as per the FSCA (Advantage)
- RE 5
- Registration as an Employee Representative (FSCA)
- CPD
- COB (Depending on DOFA)
EXPERIENCE
- 2 Years’ Experience in the Insurance Industry;
- 1 Year Client Services
- 1 Years’ experience in: Category A, B, C and retail benefits (Advantage)
Method of Application
Use the link(s) below to apply on company website.
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