Fresh Jobs at Assupol

Description

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 Cancellations

• Advise the client of the process and disadvantages of cancellation
• Retain the policy by proposing different options (loan, partial surrender paid up)
• Inform relevant Sales Manager of the intended cancellation for retention
• As per client’s request, follow the standard cancellation procedure

Administrate Demutualization Process

• Capture client information
• Inform clients of the status of their shares
• Update client information on AIMS systems
• Register and forward to Head Office

Office Administration

• Manage mail and fax
• Prepare statistical reports
• Communicate with office manager with regards to office logistics

Documentation and Filing Procedures

• Keep record systems up to date
• File and keep documentation for a period as required by the legislation

Process and Administrate Application Forms

• Check and validate application forms for quality control
• Follow the capturing procedure
• Send incomplete applications back to Office Managers
• Process application form on system
• Follow up on outstanding documentation with Office Manager
• Liaise with New Business department on outstanding and provide feedback to Office Managers
• Email scanned successful application forms to New Business department
• Capture a minimum of required policies per day

Send Captured Application Forms to Head Office for Archiving

• Register successful applications
• Send the original application form for tick off process
• Follow up on all outstanding requirements from tick off

Requirements

FORMAL EDUCATION

• Matric

TECHNICAL/LEGAL CERTIFICATION

• Recognized Qualification as per the FSB
• RE 5
• Registration as an Employee Representative (FSB)

EXPERIENCE

• 2 Years’ Experience in the Insurance Industry
• 1 Year Client Services
• 1 Year Experience in Data Capturing
• 1 Year Experience in: Category A, B, C and Retail Pension Benefits (Advantage)

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Duties & Responsibilities:

Comply with FAIS Regulation

• Comply with Marketing Sales Administration manual in accordance with legislative, industry and regulatory body requirements
• Comply with FIT and Proper requirements for new recruitments
• Update appointments and terminations on the FSCA register within required time frame
• Conduct monthly checks and maintain Rep Register, Competence Register and compare records on the FSCA and MSA

Validate appointments of Representatives

• Ensure that the numeracy, language and e-assessment results are received
• Check if ID number is not blacklisted on MSA before proceeding with pre-approval checks
• Pre-approve new appointments (Criminal, ITC, Fit & Proper Requirements & FSCA Register)
• Supervisor to sign-off pre-approval feedback
• Identify candidates eligible for training
• Create a folder on the Marketing Admin and add the candidates eligible for training on the nomination list
• Training list to be submitted by the Supervisor to the Regional Learning Administrator/ Regional Learning Facilitator.
• Process issuing of contracts, supervision addendum, disclosure letters, appointment letters and FSCA and Assupol code of conducts to representatives
• Process contract as per classroom training attended.
• Appointment and disclosure letters to be signed-off by the Supervisor and Manager
• Update the FSCA representative register and in-house systems
• Coordinate bridging allowances to representatives within required due date and ensure that the correct bridging amount is provided.

Assist and support other departments with debarment process

• Contribute in Identifying undesirable practices and report it to Manager or Compliance Officer  
• Assist with debarment and suspension of  representative when found guilty
• Remove debarred representatives from FSCA representative register and in-house systems and ensure that the commission indicators are removed
• Liaise with the relevant departments for letters on termination of  representative agreements and place on file
• Provide Intermediary & Services with required documents for debarment process within 24 hours
• Provide Forensics with required documents for investigations within 24 hours

Comply with Supervision Processes

• Request monthly supervision reports from the Sales Manager
• Send monthly reminders to the Sales Managers
• Update supervision records on a continuous basis on in – house system and save the records on the S’drive in the representatives file
• Prepare and pack supervision files for new representatives rendering services under supervision and courier to the respective Sales Manager.

Compliance and Audit

• Provide the required documents within 24 hours
• Actions to be implemented as per the set date

Record keeping

• Maintain accurate and neatness of record keeping on all representatives.
• Scanning and filing of representative agreements, addendums, recruitment documents, qualifications, MIE consent form credit & crim checks etc.
• Send original files to Metro file in a box that is marked and update the Metro file list on the Marketing Admin SharePoint folder.

. Provide support to Sales Team

• Emails to be attended to within the same day in a professional manner
• Answer telephone calls within 3 rings
• Check and respond to telephone calls within the same day

Requirements

Formal Education

• Grade 12
• RE5 (advantage)
• FSCA recognized qualification (advantage)

Experience

• 3 years’ experience in Sales
• 2 year’s Sales Administration

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Description

To Provide Administrative Support to the Sales Team in the Region

Provide Administrative Support to the Brokers & Representatives

• Handling telephone enquiries from brokers & reps
• Prepare quotations for brokers and reps in the sales managers’ absence
• Verify the completeness of policy applications from brokers only
• Distribute correspondence to brokers and reps
• Distribute and handle enquiries regarding commission statements

Administrate New Business

• Collate new business and distribute to various data capturers
• Distribute queries to various sales managers and/or brokers and reps in their absence

Provide General Administration

• Keep record and escalate Representatives and Brokers client services queries
• Assist SM with general Admin Duties
• Assist SM with Quarterly Meetings
• Order stationery and distribute to various sales managers
• Daily production stats updates
• Compiling of weekly car and office marketer roster
• Compiling weekly car usage stats and submitting to H/O
• Distribution of internal mail

Requirements

FORMAL EDUCATION

• Matric

TECHNICAL/LEGAL CERTIFICATION

• Regulatory Examination Level 1: Representatives (Advantage)

EXPERIENCE

• At least 2 years’ administrative experience

Closing Date: 19 August 2024

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Duties & Responsibilities:

Assist with the preparation of Meetings (defined as Board, Board Committee, Board sub-committee, Task Team, Trust and Retail Funds)

• Attend all meetings
• Assist with the preparation of all minutes of the meetings and the timely distribution of minutes to attendees, both internal and external
• Assist on an ongoing basis on following-up with matters discussed at and arising from meetings

Provide ongoing assistance to the Senior Executive Manager regarding the company secretarial related functions

• Assist with the administration of the annual board calendar and the arrangement of all meetings.
• Attend to the submission of returns to the CIPC and the XBRL conversion of the AFS for submission as part of the Annual Return of each entity.
• Assist with the regular updating of the company corporate governance registers.
• Assist with the regular updating of governance policies, standards and frameworks, including Terms of Reference, MoI, etc.
• Attend to the arrangement of meetings as and when the need arises
• Assist in the preparation of board and board committee meeting packs and the timely dispatch to the attendees of meetings.
• Following up with meeting contributors on the finalization of meeting documents (including Matters arising documents) and the timely publication of meeting packs on Diligent.
• Guidance to Directors in terms of their responsibilities, Meeting quorums, delegation of authority etc.
• Assistance with the short-term insurance requirements of the Trust and the Retail Funds.
• Director appointments, onboarding and orientation, terminations and training assistance.
• Engagement with Directors and senior individuals on various matters.
• King IV compliance monitoring of the Group and separate entities.
• Responding to queries from internal and external auditors.
• Assisting with KYC and lease application form completion and information.

Requirements

Formal Education:

• Grade 12
• A post-graduate degree in law, finance or accounting
• Company Secretarial / Secretarial Diploma
• Paralegal diploma (advantage)

Experience:

• 3 - 5 years as an Assistant Company Secretary in a large corporate 

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Description

Maintain and Monitor Competence Register/FSCA Register for Employees

• Check representative applications and record on MSA/FSP 4.2
• Check that the correct information is populating on the Competence Register and FSCA rep register
• Ensure alignment between Signify, Competence Register, and FSCA rep register
• Fix or escalate discrepancy issues found on the registers
• Update representative profiles as required

Co-ordinate and Administrate CoB Learning Interventions

• Draw a list from the Competence Register for registrations and liaise with MSSI regarding the representatives who must be registered
• Send registration requests to the respective external providers
• Import results and save certificates on Signify
• Update CoB database
• Monitor progress and liaise with the respective line managers of the people registered
• Follow up on people who haven’t completed their modules
• Submit monthly progress reports to line manager
• Draft monthly reports for ManCo
• Process invoices on OnBase and send POPs to the providers

Co-ordinate and Administrate CPD Learning Interventions

• Liaise with providers regarding their CPD offerings
• Liaise with internal stakeholders regarding webinars to be selected for the respective cycle
• Draw a list from the Competence Register for registrations and liaise with MSSI regarding the representatives who must be registered
• Send registration requests to the respective external providers
• Import results and save certificates on Signify
• Update CPD database
• Monitor progress and liaise with the respective line managers of the people registered
• Follow up on people who haven’t completed their webinars
• Supply monthly progress reports to line manager
• Draft monthly reports for ManCo
• Process invoices on OnBase and send POPs to the providers

Monitor Supervision and Provide FAIS Support to Employees

• Check that all registration documents are received and completed correctly
• Evaluate DOFA reports to determine fit and proper status
• Put the employee representatives under supervision
• Evaluate DOFA reports to ensure people are registered under the correct subcategories
• Draft supervision agreements and development plans
• Coordinate and monitor completion of PSTs on Signify
• Remove people from supervision once the supervision period is concluded
• Attend to issues on DigiSus and rectify accordingly or escalate to relevant parties
• Monitor supervision reports and follow up with managers/supervisors who haven't submitted their records
• Draft supervision reports for ManCo
• Remove the employee reps from the FSCA rep register upon termination/resignation

Qualifications

• Check and load qualifications for employees on Signify and Y-Drive
• Liaise with Payroll/TM on qualification issues/queries
• Monitor study assistance completion periods and action repayments accordingly

Demonstrate TCF

• Treat all clients fairly when scheduling and administrating learning events
• Ensure that all clients are treated fairly when learning events are communicated

Requirements

FORMAL EDUCATION

• Matric
• Formal Qualification Degree in Management of Training

EXPERIENCE

• 2 years’ Administration – Analysis and understanding of DOFA Report
• 2 years’ Administration – Understanding of Board Notices 194 of 2017
• 2 years’ Training and Coordination