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1
Main Outputs and Responsibilities for This Position:
1. Provide advice to clients
Verify the positive identification of the clientProvide correct and accurate advice to clients on products; premiums (monthly); beneficiaries; payments (school fund, loans; life assured on policy; (TCF)Make notes on the systemProvide assistance on demutualization enquiries
2. Advise clients on cancelations
Advise the client of the process and disadvantages of cancelationRetain the policy by proposing different options (loan, partial surrender paid up)As per clients request follow the standard cancelation procedure (Refund if applicable)
3. Advise clients on changes to policy
Verify the positive identification of the clientCheck policy details and statusAdvise client if request can be processedMakes notes on the systemSend documents to back off for processingFollow up with back office if changes to policy and been processed and provide feedback to client
4. Fit and Proper Requirements
Adhere and comply to FSB board notice in terms of FAIS
Requirements
Formal Education:
Matric
Technical/Legal Certification :
Registration as an Employee Representative (FSB)Relevant Qualification as per the FSB Board Notice (Depending on date of appointment in the industry)Regulatory Examination Level 1: Representatives (RE5)
Experience:
2 Years’ Experience in the Insurance Industry;1 Year Client ServicesCategory A, B1, B2, C and Retail Benefits (Advantage)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS82Njg4NTYzMzk/c291cmNlPWd1bXRyZWU=&jid=1323445&xid=668856339
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23d
1
Duties & Responsibilities:
Database design, maintenance, security, and integrityDesign and implement high availability and disaster recoveryDatabase risk and security managementChange control between environmentsDatabase space management, including backup restoreEnforce standards, policies & procedures relating to data, change control, performance optimization, indexes & best practicesPerform requests for the import and export of dataCheck & test performance, indexes, and best practiceUpdate data base dictionary documentationAnalyse, design and integrate data from all systemsPlan, analyse and design involvement in all data conversionsMonitor Service Desk queue and manage incidents, requests and problems experienced with the database, within agreed SLATroubleshoot incidents to restore service quickly with minimal business impactBackups/Jobs MonitoringMonitor and ensure availability of databasesImplement monitoring to trigger alerts for database related issuesInput in designing database backup, archiving and storage strategy
Requirements
Formal Education:
IT related degree/diploma
Microsoft Certification (MCSA – Database Development & Administration)
Experience:
IT experience: 5 yearsDBA: 2-5 yearsITILInsurance industry experience: 2 – 3 years (advantage)Cloud computing with SQL Server: 2-3 years (advantage)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMzEyMjcxMTY2P3NvdXJjZT1ndW10cmVl&jid=1463948&xid=1312271166
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23d
1
1. Data extraction
Perform daily, weekly and monthly data extraction using SQL and/or PowerBI to reconcile and report on activities relating to DIRECT processes and results. Provide application analysis and data modeling design to collect data for centralized data warehouse.Extract data from databases and data warehouses for reporting and to facilitate sharing between multiple data systems.Proficient in the use of query and reporting analysis tools.Standardize data collection by developing methods for database design and validation reports.
2. Reporting
Compile daily, weekly and monthly reportsDevelop new reports to address changing business needs
3. Analysis and recommendations
Analyse all reporting and provide insight into the results.Conduct change impact analysis to assess the potential implications of changes to business functionsConduct possible research relating to new processes, vendors and BI products
4. Ad Hoc
• Assist with all new business retention and management information ad hoc requests (admin and follow ups)
Requirements
FORMAL EDUCATION
BCom Economics and Risk Management; Statistics; Information Systems or
BSc Stats
Or alternatively with an IT related degree/diploma (BSc IT Degree)
TECHNICAL/LEGAL CERTIFICATION
PowerBI knowledge advantages
EXPERIENCE
3 to 5 years experiences
Graduate with extensive experience in BI advantages
Closing Date: 20 January 2023
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yOTQ4NzkxMDI2P3NvdXJjZT1ndW10cmVl&jid=1465749&xid=2948791026
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23d
1
PURPOSE STATEMENT
The goal is to enable learners to acquiring knowledge, skills and competencies in an effective and learner-centred manner. Create and develop courses or programms, redesign courses and create learning material.
MAIN OUTPUTS AND RESPONSIBILITIES FOR THIS POSITION
Conduct analysis
Be aware of the learning environment and possible restrictionsWork with subject matter experts to identify the learners’ learning needsUnderstand the learners, their knowledge level and skills levelWhat is the scope, timeline an possible cost of the learning project
Design learning content
Design an evaluation system to assess impact/ engagementDevelop learning objectives for learning interventionsSet entry requirements for learnersMap phases of learning modules to required timelinesDefine flow and structure of learning modules
Development learning content
Convert designs into actual learning toolsCreate supporting learning documents like facilitator guides, activityguides and mediaSelect most appropriate delivery method for learning modulesCreate learning material to cover all objectives /goals oftraining design processes
Implement learning content
Ensure learning material is available to learners and conduct said learningTrain others on how to deliver learning materialAssess studentsGather evaluations from learners and other stakeholders
MAIN OUTPUTS AND RESPONSIBILITIES FOR THIS POSITION
Evaluate learning contentAssess performance of learning design and development of learning materialRevise learning material based on feedback from program reviewsExplore new innovations in both learning design and development
Maintenance
TCF
Update and maintain existing study materialEvaluate existing learning material, courses, and programsSustain TCF principles in maintenance of existing studying materialTreat clients fairly when designing and developing learning material, courses, and programs
KNOWLEDGE AND SKILLS
FORMAL EDUCATION
MatricInstructional design degree or courseOccupational Directed - Educational Training Developmen...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNzc0MzI2NDQzP3NvdXJjZT1ndW10cmVl&jid=948081&xid=3774326443
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23d
1
Recruiting a permanent Senior Specialist: Brand and Communications Specialist within Corporate Affairs for a long term insurance company located in Pretoria - Menlyn must have a minimum of 5 years eperiance in Branding and Advertising
Description
Produce the Marketing research strategy Research market trends, consumer attitudes, and gaps in the market, as well as competitors' marketing strategies.Assist with developing the marketing strategy in line with new market intelligence and aligned to the Company Strategy and Sales objectives. Implement Branding & Corporate IdentityAssist with product launches, exhibitions, and sales meetings.Align organization’s overall marketing strategy with the brand strategy.Support the creation and sustaining of organization-wide passion for the brand's mission, vision and promise.Ensure brand acts with consistency and integrity (organization delivers against the brand essence, promise, and personality at each point of contact the brand makes with employees, customers, shareholders, the press, and any other stakeholders) in relation to marketing, advertising and communication mediums Assist in developing and implementing advertising strategies & campaigns
Assist in developing the advertising strategy in line with the new market intelligence and aligned to the Company strategy and Sales objectives.Compile and oversee the advertising budget and provide expenditure reports monthly.Arranging and/or managing for advertisements to be placed in newspapers, magazines, trade press, TV or, radio, or any other relevant advertising medium.Liaise and/or manage with the media (newspapers, radio, and television stations, billboard advertisers, and advertising agencies) to negotiate advertising contracts.Reviews and approves television and radio advertisements before release.Monitor and analyze sales promotion results to determine cost effectiveness of promotion campaign.
Oversee the marketing material designs
Oversees internal creative team as well as external agencies when applicable, which supports all departments on production related deliverables; this spans a wide body of work from brochures, print materials, promotions, business cards, design elements for projects, and brand communications.Manage and approve the design of all marketing material i.e., pamphlets, posters, advertisements.Monitor and compile electronic presentations, newsletters, and sales support mediums.
Manage the Corporate Communication & Public Relations
Co-ordinate Public Relations, creati...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MjAzNTU2NDY0P3NvdXJjZT1ndW10cmVl&jid=1430088&xid=4203556464
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23d
1
We are looking for experienced Call Centre candidates for a Long term insurer client with a big footprint in South Africa, then read further.... If you live in the surroundings areas of Pretoria South, this would be ideal.
We are only looking for money hungry, very well English spoken, target driven ad top performing Call Centre Agents who have sold funeral covers / life covers to join our client, one of the TOP long term insurance companies in SA.
Attend to inbound and outbound calls
Sell funeral policies
Work towards achieving over and above targets of 7-8 sales per day
Accurate capturing of policy details
Attend to client queries
Amendment of policies
Client / policy retention
Work within fit and proper requirements
Must haves:
Valid and completed Matric
Call centre certificate
RE 5 certificate is an advantage
DOFA date and certificate
120 FAIS credits related qualification is and advantage
No less than 1 full year Call Centre agent experience in an Outbound environment selling funeral covers at a Long term Insurance company or selling long term insurance products on behalf of TOP insurance companies
Successful track record
Bubbly
Target driven
Excellent English communication
Extrovert
Great at objection handling
Also open to disabled candidates
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS83MTA3NjE4NzM/c291cmNlPWd1bXRyZWU=&jid=753908&xid=710761873
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23d
1
If you have an RE 5 OR RE 5 and 120 FAIS credits - Long term insurance, Matric, Call Centre certificate, 1 FULL year of Outbound Call centre experience selling Funeral and Life cover and reside close to Menlyn mall, please send me your CV!!!!!!!
Even if you have 1 FULL year and already been booked to write your RE 5 (Depending on DOFA date).
Looking for bubbly, energetic, money hungry, target driven, customer orientated, OBJECTION HANDLING PRO's to join a well known long term insurance client of ours, with a National footprint.
If you have a colleague that would also be keen, send them on and we can fill all the positions, as there is plenty to fill !!!!!
When sending me your application, please include: Contactable references, copy of ID, Matric, Call Centre certificate, RE 5, 120 FAIS credit related qualification, last 3 months' payslips showing your commission earnings
Must have a clear criminal record, clear credit record and clear fraud record
Cost to company included medical aid and provident fund, commission and clawbacks policy
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS83NTA1Mjk2MDI/c291cmNlPWd1bXRyZWU=&jid=1619505&xid=750529602
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23d
1
Description
1. Produce the Marketing research strategy Researching market trends, consumer attitudes and gaps in the market, as well as competitors' marketing strategies.
Assist with developing the marketing strategy in line with new market intelligence and aligned to the Company Strategy and Sales objectives.
2. Implement Branding & Corporate Identity
Assist with product launches, exhibitions and sales meetings.Align organization’s overall marketing strategy with the brand strategy.Support the creation and sustaining of organization-wide passion for the brand's mission, vision and promise.Ensure brand acts with consistency and integrity (organization delivers against the brand essence, promise and personality at each point of contact the brand makes with employees, customers, shareholders, the press and any other stakeholders) in relation with marketing, advertising and communication mediums
3. Assist in developing and implementing advertising strategies & campaigns
Assist in developing the advertising strategy in line with the new market intelligence and aligned to the Company strategy and Sales objectives. Compile and oversee the advertising budget and provide expenditure reports on a monthly basis. Arranging and/or managing for advertisements to be placed in newspapers, magazines, trade press, TV or radio or any other relevant advertising medium. Liaise and/or manage with the media (newspapers, radio, and television stations, billboard advertisers, and advertising agencies) to negotiate advertising contracts. Reviews and approves television and radio advertisements before release. Monitor and analyze sales promotion results to determine cost effectiveness of promotion campaign.
4.Oversee the marketing material designs
Oversees internal creative team as well as external agencies when applicable, which supports all departments on production related deliverables; this spans a wide body of work from brochures, print materials, promotions, business cards, design elements for projects and brand communications.Manage and approve the design of all marketing material i.e. pamphlets, posters, advertisements.Monitor and compile electronic presentations, newsletters and sales support mediums.
5. Manage the Corporate Communication & Public Relations
Co-ordinate Public Relations, creating content for newsletters, press releases, social media and adverts. Compile and copy quality check online content and external communications including marketing literature. Ensure messages communicate accurate, timely, strategically relevant information targeted to audience, always reinforcing Brand Positioning.Assess, measure and evaluate the effectiveness of specific communications programs using establish...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xODU0NDEwNDgzP3NvdXJjZT1ndW10cmVl&jid=1430089&xid=1854410483
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23d
1
My Broker client in Pretoria - Faerie Glen area is looking for a Commercial / Domestic Underwriter.
Must have
Matric5 + years of Underwriting Commercial & Domestic exp in broker or big insurance companyFull FaisRE 5Must reside within the Faerie Glen Area.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS81Nzc0NTYxMTU/c291cmNlPWd1bXRyZWU=&jid=1316446&xid=577456115
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23d
1
My Short Term Insurance Broker client in Pretoria is looking for a Commercial Underwriter
Must have:
MatricRE 5Full Fais Credits10+ years experience in Commercial Underwritng.Afrikaans Speaking.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMDAwMTg3NTgxP3NvdXJjZT1ndW10cmVl&jid=1320630&xid=3000187581
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23d
1
If you have an RE 5 OR RE 5 and 120 FAIS credits - Long term insurance, Matric, Call Centre certificate, 1 FULL year of Outbound Call centre experience selling Funeral and Life cover and reside close to Menlyn mall, please send me your CV!!!!!!!
Even if you have 1 FULL year and already been booked to write your RE 5 (Depending on DOFA date).
Looking for bubbly, energetic, money hungry, target driven, customer orientated, OBJECTION HANDLING PRO's to join a well known long term insurance client of ours, with a National footprint.
If you have a colleague that would also be keen, send them on and we can fill all the positions, as there is plenty to fill !!!!!
When sending me your application, please include: Contactable references, copy of ID, Matric, Call Centre certificate, RE 5, 120 FAIS credit related qualification, last 3 months' payslips showing your commission earnings
Must have a clear criminal record, clear credit record and clear fraud record
Cost to company included medical aid and provident fund, commission and clawbacks policy
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zODExMDI4OTgyP3NvdXJjZT1ndW10cmVl&jid=1620024&xid=3811028982
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23d
1
My Insurance Broker Client is looking for an Account Executive.
You will be responsible for the Book of business which includes growth (organic, new business, upselling, cross selling), maintenance and retention.
Regular client interaction and documented outcomes/discussions
Meeting FAIS requirements in terms of documentation and client records of advice
Maintain good communication and co-operation
Minimum Requirements:
MatricNQF 5 in Short Term InsuranceRe 5 3-5 years of related experience (Relationship Management)IISA/FIA (adv)AFRIKAANS & ENGLISH FIRST LANGUAGE
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMDI2NjA2Mzk2P3NvdXJjZT1ndW10cmVl&jid=1299643&xid=3026606396
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23d
1
My client in the Short Term Insurance is looking for a Broker
Minimum requirements for successful candidates:
MatricFull qualification (NQF4) Short-term insurance - Commercial and Personal lines.Successfully completed the class business examSuccessfully completed the RE5 examCurrently registered with the Financial Sector Conduct Authority as a full representative2+ years, of experience as a representative rendering Financial Advice and Intermediary servicesMust be computer literate on a basic intermediary level on Microsoft softwareMust have excellent negotiation and presentation skills and possesses the ability to close dealsMust have high initiative and entrepreneurial skills and must be able to work independentlyOwn transport and a cell phone are mandatoryAFRIKAANS & ENGLISH First Language ESS
Responsibilities will be, but are not limited to:
Prospection and closing of new businessMaintaining existing businessTo have a holistic approach to financial adviceEstablishing and defining a professional relationship with clienteleAnalysing and evaluating current insurance policies and cover informationDeveloping and presenting recommendations and/or alternatives to clienteleThe implementation of recommendationsThe monitoring and maintaining of clients' short-term insurance portfolios
The remuneration and value proposition are to be compiled in collaboration with each successful individual advisor.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMTAzNjQ2MzYwP3NvdXJjZT1ndW10cmVl&jid=1302138&xid=2103646360
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23d
1
I am looking for RE 5 Outbound Call Centre Agents to start 1 April 2023 at out insurance client in Menlyn.
Should be able to make 7-8 sales per day
Upsell
Objection handling
Educate client about product benefits (life/funeral/benefit/health)
Must have (non-negotiable):
Matric
RE 5 - Completed
Must have life / funeral / accidental / health cover product experience, selling in outbound call centre environment
DOFA not older than 2021, except if you already have full 120 FAIS credits (Wealth certificate NQF 5) OR (Long term insurance NQF)
Excellent at objection handling
Excellent English communication
Target driven
Available to start immediately
Reside close to Menlyn
Great track record - TOP PERFORMERS
NO JOB HOPPERS
CLEAR CREDIT (ITC)
Basic, medical aid, commission, pension
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNzg1MjU0MDE0P3NvdXJjZT1ndW10cmVl&jid=1515714&xid=1785254014
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23d
1
This is a shoutout to all experienced Field Broker Support clerks / Broker Support administrators with an RE5, Class of Business in Long Term Insurance and Investments with a full Qualification. Towards Pretoria (Menlyn)
Duties include:
Provide full administrative support to the regional sales teamHandle telephone enquiries from broker and reps Draft necessary and accurate quotationsVerify completeness of policy applications from brokersDistribute correspondence Distribute/ handle enquiries regarding commission statementsAdministrate new business Collate new business and distribute to various data capturersDistribute queries to sales managers and/or brokers and reps in their absenceProvide general administration Keep record and escalate Representatives and Brokers client services queriesAssist SM with general Admin Duties and Quarterly Meetings.Order stationery and distributeDaily production stats updatesCompile weekly car and office marketer rosterCompile weekly car usage stats and submitting to H/ODistribution of internal mail
Must have:
Valid and completed Matric
RE5 (Long Term Insurance)
Class of Business in Long term Insurance and Investments
Recognised full Qualification
RE 1 (Key individual) an added advantage
No less than 2 years' Client services / Broker Support administration experience in the long term industry / brokerage
Valid DOFA
Clear ITC and criminal record
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MDI1ODM1MjI2P3NvdXJjZT1ndW10cmVl&jid=1295965&xid=4025835226
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23d
1
Duties & Responsibilities:
Perform underwriting on individual life policies
Perform underwriting of policy applications and amendments according to policies and procedures by phoning clients and obtaining all medical information e.g. evaluate information provided (medical, occupational) and make a decision as to what terms will/can be offered to the applicant by making use of the QUIRC and AIMS systems.Override QUIRC decision if and when necessary.Provide underwriting decision to client telephonically (decline, loaded, excluded)Liaise with re-insurers, medical practitioners and other external parties on underwriting mattersComply with legislation and ASISA protocols (TCF)Placements of ASISA listings (serious medical conditions on central register)Liaise with clients (i.e. policy holders, branch and sales staff) (TCF) to obtain all medical information by means of questions generated by the QUIRC underwriting system.
Perform new business administration on individual life policies:
Place request for pathology nurse services to draw blood, Train new employees with regards to new business and underwritingWrite and send “HIV+ letters” to doctorsWrite and send reasons for loadings and/or declined cases to doctorsEnsure that correct correspondence, SMSs are sent to branch, intermediary, sales manager and client.
Assist with complaints resolution and compliance (TCF)
Monitor the timeously resolution of complaints in accordance with the complaints resolutions policyProvide inputs on the complaints resolutions policy and procedure
Auditing function
Audit underwriting decision of more Junior Underwriters as well as Specialist Underwriters (spot checks)
Requirements
Formal Education
Grade 12Bcom Degree/Diploma or relevant
Experience:
3 - 5 Years’ Experience in long term insurance underwritingMedical background (advantage)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNTMzMjU1NjM3P3NvdXJjZT1ndW10cmVl&jid=1492365&xid=3533255637
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23d
1
Description
Duties & Responsibilities:
Application Support and maintenance
Provide dedicated support to Sales agent, including supporting and maintaining the applications they use.Support and maintain all other applications 24/7, to ensure stability, systems availability, and performance according to agreed SLA,Support, maintain and monitor Non-Production and Production Environments,Deploy applications to Non-Production and Production Environments,Maintain software components & ensure reliable deployment of new features,Review input deliverables from Development (RN / DI),Prepare implementation plan and Communicate to stakeholders,Ensure application monitoring is in place as well as automated daily health checks,Research new tools, technologies and best practices,Taking ownership of software issues, and working with Development Teams to resolve more advanced issues,Support the adoption of Continuous Delivery, Continuous Integration, and Agile best practices,Automation of manual tasks,Proactively perform routine maintenance activities,Perform daily health checks on all applications,Manage pre-implementation and post-implementation testing,Monitor Service Desk queue and manage incidents, requests and problems experienced with systems,Run production scripts to correct system errors,Provide business support when required (e.g. month-end operational activities),Log Change requests and CAB attendance.
Requirements
Formal Education:
IT degree/diplomaStrong computer skills including Microsoft Office and databasesKnowledge of configuration management tools and application performance and management toolsITIL foundation certification
Experience
Minimum 3-5 years of enterprise software development experience or 2+ years of DevOps experience; IIS .net technology,2+ years of experience in windows based operating systems,Knowledge and understanding of Agile Methods,Exposure to cloud computing,Experience in implementing and maintaining Application Performance and Monitoring tools,Experience working in an Agile development environment,Insurance background/experience (Advantage),K2 Platform knowledge and experience (Advantage),Previous track record of Sales Support (Advantage),
Experience of supporting and maintaining commissions system (Advantage)
Closing date: 13 October 2022
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNDAyODY5MDQwP3NvdXJjZT1ndW10cmVl&jid=1326271&xid=2402869040
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23d
1
Are you ready to join a new, stable and forever moving company? Our client is within long term insurance industry and looking for an experienced Investment Analysts with long term insurance experience in Pretoria Menlyn
Description
Conduct research and perform analysis (TCF)
Oversee research into different areas of investment management
Conduct research into different areas of investment management flowing from the results of the analysis of the investments.
Evaluation of fund manager performance against identified benchmarks and mandate provided to the manager.
Compare and monitor actual investments against investment policy, manager mandates, the asset-liability model and statutory asset spreading requirements.
Support the valuation of group companies where applicable.
Ad hoc research items time to time.
Compile Reports
Compile/draft standard reports to the relevant forums are required (CapMan, RiskCom, board of directors) re - investment management and performance. (TCF)
Provide ad hoc reports when required
Provide information for Financial and Statutory reports
Prepare accounting entries relating to investments.
Present necessary detail on investments for users of management accounts.
Give relevant information for financial statement purposes.
Perform fund administration (TCF)
Relevant calculations on investments ensuring liability transactions are timeously reflected in the investments.
Facilitate applicable instructions to investment administrator/asset manager(s).
Prepare Tax Calculations
Compile information required for submission of dividend tax return.
Submit dividend withholding tax return to SARS
Acquire and collate relevant information for CGT calculation purposes
Strategic considerations
Offer support for key focus areas as identified.
Requirements
MatricB Comm or B Sc degree in a relevant fieldTechnical/Legal Certification
Preference for:
Completed CA (SA) articles; orStudying towards or holding CFA or CAIA charters.Student members of ASSA
Experience
3 years’ experience in a related positionLife industry exposure
Knowledge
Legislation: LTIA, Tax Act, Companies Act, FAIS, FICA, Pension Fund ActFinancial MarketsFinancial Reporting: IFRS and statutory reporting baseActuarial: General understanding of actuarial process and how it affects investment mana...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNTE3MTU1NjE3P3NvdXJjZT1ndW10cmVl&jid=1296763&xid=3517155617
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23d
1
PURPOSE STATEMENTManage effective implementation of the Human Resources Strategy, Policies and Procedures.
1. Manage the recruitment and selection process• Provide input into design/ development of talent sourcing strategies• Attract/ source suitably qualified talent ensuring EE stats/ requirements are met• Guide line managers on talent sourcing and acquisition tools• Manage internal talent sourcing process• Use appropriate external sourcing channels (eg. Recruitment agencies; social media; newspapers; psychometric assessments)• Appoint a preferred list of agencies according to area of specialty• Monitor service level of agencies• Draw up selection profile and conduct competency based interviews to ensure candidate fit• Conduct reference checks of employee prior to appointment• Manage end to end recruitment process for all roles• Manage the offer negotiation process• Co-ordinate on-boarding process (on-boarding documents and liaise with stakeholders)• Co-ordinate internship program2. Manage and coordinate the Performance Management process• Provide input into the design and development of policies and procedures to enhance Performance Management Process• Provide training to managers and employees on performance management• Provide bi-annual and annual data on Performance Management to ensure accurate and reliable management information that facilitates executive decision making• Coordinate the annual performance review process• Annually assess the performance management programme and provide analyses and recommend changes for HR Director approval• Stay abreast of changing strategies, conduct research and make recommendations on new designs, systems, approaches and applications in the area of Performance Management.3. Job Analysis and Design • Assist line managers in creating job profiles that fits in the organization and contributes to the vision and strategy of the organization• Update and maintain job profiles• Co-ordinate process of grading and benchmarking positions 4. Manage Employee Relations• Advise and guide line managers on Employee Relation matters i.e. disciplinary and counselling• Co-ordinate disciplinary hearings• Represent the company at CCMA• Inform HR Director on Employee Relations issues5. Employee Wellness• Manage and co-ordinate Employee Assistance Programme• Advise line managers on the process to refer employees to the EAP• Provide information to employees on Employee Wellness and services• Plan and co-ordinate Employee Wellness initiatives eg. Wellness Days; Stress Workshop etc.6....
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS82NzM4MjU0NjY/c291cmNlPWd1bXRyZWU=&jid=1303682&xid=673825466
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CLAIMS CONSULTANT
INTRODUCTION
An underwriting management company situated in Pretoria is seeking a dynamic Claims Consultant with at least 5 years’ experience in mechanical warranty claims to join their team.
QUALIFICATIONS AND EXPERIENCE
Minimum education (essential):
National Senior Certificate
Minimum applicable experience (years):
5 years’ experience
Skills and knowledge (essential):
MS OfficeMS Outlook (Excellent email étiquette)Technical and mechanical experience relating to the motor industry is a must
Other:
Working hours 08h00 – 16h30
Skills and knowledge (desirable):
Very good communication skills, verbal and written and must be able to communicate with peopleBe able to work under pressureBe able to process large amounts of data with great care and attention to detailMust be self-motivated and on timeBe a team player and be able to plug into the bigger picturePrevious customer service experience is a mustPrevious experience in the insurance and motor industry is a must
Key Performance Areas
Receiving phone calls from customers/workshops relating to claimsCapturing all claims data onto systemLiaise with workshop dealers regarding mechanical warranty claimsLoading and verification of paymentsProcessing of claimsAny other tasks allocated by senior management
REMUNERATION
Market related (Pension fund contribution)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS85NDQzMDQwOTY/c291cmNlPWd1bXRyZWU=&jid=1319953&xid=944304096
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