36 Collections Specialist Short Term Insurance Services jobs in Johannesburg

This role will be responsible for managing a portfolio of approximately 300 clients, ensuring high service levels through proactive communication, underwriting, and renewals.

The successful candidate will handle daily policy administration, ensure premium collections, and support retention strategies through regular client engagement.

All work is conducted internally with a strong focus on service delivery and compliance.

Key Responsibilities

• Manage a portfolio of around 300 clients, both personal and commercial lines
• Ensure timely renewals, retentions, and re-broking where necessary
• Process endorsements, amendments, cancellations, and refunds
• Conduct 25+ daily client meetings via Zoom or phone
• Provide policy advice on excesses, risks, and terms
• Monitor unpaid premiums and resolve outstanding payments
• Coordinate installations (e.g., vehicle tracking) and valuations
• Maintain accurate records and underwriting compliance
• Source and compare quotes across multiple insurers
• Handle cancellation interviews and offer retention solutions

Key Attributes

• Client-service orientation
• Ability to work independently

Requirements

• Matric (Grade 12)
• RE5 certification (compulsory)
• Minimum 2 years experience in underwriting
• Experience in both personal and commercial lines

Remuneration

R15 000 R22 000 per month basic salary

Additional benefits : Commission and retention incentives

• Only shortlisted candidates will be contacted

Join to apply for the Sales Consultant (Short Term Insurance) role at Telesure Investment Holdings (TIH)

Join to apply for the Sales Consultant (Short Term Insurance) role at Telesure Investment Holdings (TIH)

Join TIH, home to some of South Africa’s leading financial service providers, and grow your career while being part of an organisation with purpose.

Job Purpose

Inbound or outbound policy sales, based on leads and campaigns. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis and propose customer solutions. Needs a solid knowledge of products, their characteristics, and market as well as focus on growth of the brand.

Responsibilities

Customer Relationships Development

Make calls by telephone to allocated customers to develop new relationships or as a first point of contact.

Customer Needs Clarification

Interview the customer, following a complex multi-level sales script, to clarify the customer's requirements. Or assist in conducting interviews with potential customers to collect client requirements making detailed notes.

Set clear objectives for each sales call; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.

Sell Customer Propositions

Identify the products or services that best meet the customer's stated needs, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale. Use personal expertise to propose quantities within standard operating systems, policies and procedures. Explain the selection to the customer, influence the customer to make a purchase with the best benefits and solutions to meet customer needs.

Operational Compliance

Develop working knowledge of the organisation's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.

Customer Relationship Management (CRM) Data

Schedule call back and enter relevant information into the customer relationship management system after each contact with a customer to create a call plan and to ensure that the organisation has quality data to enable effective customer retention and business development activities.

Performance Management

Prioritise own workflow and ensure work is completed to the required standards of productivity, quality, and timeliness; use performance management systems to improve personal performance to meet SLA.

Personal Capability Building

Keep abreast with current changes in internal policies and procedures, external regulations which is facilitated by the online training system and tracked by a formal assessment.

Sales Opportunities Creation

Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Education

Matric / Grade 12 or SAQA Accredited Equivalent (Essential) Regulatory Exam 5 (Advantageous); FAIS credits, CPD hours and COB (Advantageous)

Experience

2-3 year telephonic sales experience (Essential); Experience in Financial Services Industry (Advantageous).

Think you have what it takes to be part of an unstoppable team who constantly finds better ways to give peace of mind? Don't wait, apply now.

• Seniority level Entry level

• Employment type Full-time

• Job function Sales and Business Development
• Industries Insurance

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EE position: No

Are you a go-getter, motivated to achieve results and up for a challenge? Do you have the ability to grow and nurture customer relationships? We’re a world-leading smart mobility tech company with over 1,750,000 subscribers across 23 countries, and we’re looking for Sales Agents to join our Call Centre team in our head office in Rosebank.

As a Sales Agent you will be responsible for reaching out to potential customers to present the company's products and services, identify their needs, provide support and assistance, and conduct follow-up activities. You will use potential leads and existing customers' information to contact them via phone, email, and online platforms. This is an excellent opportunity for individuals with strong communication skills and sales experience to join a dynamic and innovative team.

• Prior experience as a telesales agent, with a track record of achieving and exceeding targets and generating new leads.
• Excellent persuasive communication and negotiation skills, with the ability to listen actively and communicate effectively.
• High level of customer service orientation, with the ability to build and maintain long-lasting customer relationships.
• Self-motivated, resilient, and driven to succeed in a fast-paced and ambitious environment.
• Ability to manage multiple tasks and priorities, to work both independently and as part of a team.
• Fluency in English and at least one additional language to communicate with customers at a professional level.
• Strong computer skills, with proficiency in relevant software, databases, and online platforms.

• At least 2 years telesales experience, short-term sales experience is advantageous.
• Completed Grade 12.
• RE 5/ FIAS Credits preferred.
• Strong and professional telephonic communication skills.

Our client requires a Claims Handler. Your:

Formal Education:

• Matric
• RE 5 Examination Level 1
• Class of Business: Commercial and Personal Lines
• NQF 5 in short term insurance

Experience:

• At least 5 years short term experience and 4 within the claims environment.

will enable you to do the following duties:

Claims Registration and Acknowledgement:

• Receive, review, and register new claims via phone, email, or digital channels.
• Acknowledge receipt of claims to clients within stipulated turnaround times.

Initial Assessment and Documentation:

• Collect all necessary documentation from clients to substantiate claims (e.g., claim forms, supporting evidence, police reports, photographs, invoices).
• Assess policy coverage, terms, and conditions for each claim.
• Request additional information from clients or third parties when required.

Investigation and Evaluation:

• Conduct investigations through interviews, site visits, and consultation with service providers or loss adjusters.
• Verify the legitimacy and validity of claims.
• Apply technical knowledge to interpret policy wordings and determine liability.

Claims Processing and Settlement:

• Calculate and agree settlement amounts in line with policy terms, ensuring fairness and compliance.
• Negotiate settlements with clients, service providers, and, where necessary, legal representatives.
• Authorise and process payments within designated authority limits.

Customer Service and Communication:

• Maintain regular communication with clients throughout the claims process, providing updates and managing expectations.
• Respond to queries, complaints, and escalations in a timely and professional manner.
• Deliver empathetic service during potentially stressful situations for clients.

Fraud Detection and Prevention:

• Identify potential fraudulent activity and escalate cases in line with company procedures.
• Work closely with internal audit and fraud prevention teams as required.

Reporting and Documentation:

• Maintain accurate records and documentation for all claims handled.
• Prepare and submit reports for management, compliance, and regulatory purposes.

Continuous Improvement and Compliance:

• Stay informed of changes to insurance legislation, industry trends, and best practices.
• Participate in training and development opportunities to enhance skills and knowledge.
• Adhere to company policies, procedures, and ethical standards at all times.

Join to apply for the Financial Advisor - Short Term insurance (Alberton) role at ExecutivePlacements.com - The JOB Portal .

4 days ago Be among the first 25 applicants.

• Sell short-term insurance policies (commercial and/or personal lines)
• Understand underwriting processes and short-term products
• Provide excellent customer service and interpersonal skills
• Achieve sales targets in a goal-oriented environment

• Matric certificate
• RE5 qualification
• FSCA Recognized NQF Level 4 (preferably short-term insurance)
• CPD’s and COB’s up to date
• Clean ITC record
• No criminal record
• All Fit and Proper requirements met

• Fluent in Afrikaans and English
• Valid driver’s license
• Experience in insurance sales for at least 2 years

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales

Compensation is commission-based; details will be discussed during the interview.

A dynamic financial powerhouse is seeking a visionary Head in Pricing for Short Term Insurance to steer their specialist structuring and pricing team. Acting as the channel between client-facing, marketing, and technical teams, youll spearhead the creation and optimisation of cutting-edge insurance propositions. Immerse yourself at the forefront of innovation, shaping bespoke solutions and supporting new product launches that leave a mark on the industry. You must be a FASSA member or a nearly qualified actuary, bringing 58 years proven experience in short term insurance. Your blend of actuarial expertise and business savvy will enable you to translate complex analytics into practical, profitable outcomes. Guide a high-performing team, lead influential product initiatives, and play a pivotal role in commercial decision-making. If you thrive on strategic leadership in a fast-evolving market and relish driving both technical and commercial success, this opportunity is your next challenge.

Please note that if you do not receive a response within one week of applying, your application has been unsuccessful.

Our Listed client is urgently looking to place a professional to take on the role of Head of VAPS who will be mainly responsible for growing the VAPS business through designing, implementing and managing strategic initiatives to unlock new markets, build and improve on the existing value proposition

Responsibilities:

Functional Strategy Formation:

• Execution of core strategic focus areas. Lead the development and implementation of strategy for VAPS.
• Remain current on competitor activity and market landscape and anticipate mega-trends and complex challenges and opportunities, and ensure integration with wider corporate strategy.
• Identify potential commercially viable distribution channels and build business models in support of Group strategy and objectives.
• Accountable for delivery of projected growth opportunities of existing and new businesses efficiently within or below agreed OPEX.
• Continuously review performance and initiate appropriate strategies.
• Ensures that all operational aspects are effectively managed by continuously reviewing quality and efficiency targets.

Leadership and Direction:

• Set and communicate the strategy for achieving the VAPS mission, vision and values within a function, together with the broad actions needed to implement it; inspire a large or diverse workforce to commit to these and to doing extraordinary things to achieve VAPS business goals.
• Responsible for all aspects of staff resourcing, succession planning, management and development ensuring the right people are in place to support service delivery, achieving production and performance targets at all times.
• Hold monthly team meetings and ensure that actions are recorded and executed.
• Operational oversight and management of the VAPS business.

Improvement / Innovation:

• Enhancing the pace and effectiveness of execution, unlocking accelerated growth and lifting competitiveness in the market.
• Initiate, formulate and implement new business practices and research and develop new technologies and product lines within VAPS, while managing the development and delivery of a significant element of the organisation’s change management program.
• Leverage all available information from our partners, the industry and internal stakeholders to ensure we are constantly reviewing our products, underwriting criteria, departmental processes, systems and protocols with a view to ensure profitability, improve efficiencies and to ensure best practice.

Business Planning:

• Develop and gain agreement to annual business plans for VAPS, ensuring alignment with strategy; quantify business outcomes (i.e. revenues or other key performance indicators); detail expense and headcount budgets; and develop business cases for key projects, ensuring cross-functional integration.
• Delivery and reporting on board-agreed milestones and targets.

Stakeholder Engagement:

• Identify and manage stakeholders up to C-suite level, finding out their needs/ issues/concerns and reacting to these by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.
• Active collaboration with the Commercial Lines , VAPS and Distribution executive team on creating, building and refining growth agendas for the business.

Performance Management:

• Manage and report on business performance; hold direct reports accountable for achievement of business plans, and take corrective action where necessary to ensure the achievement of business objectives, balancing the need to deliver short term business objectives with the longer term delivery of stakeholder value.

Organisational Capability Building:

• Identify the capabilities needed to meet the current and emerging business needs of a significant business area. Evaluate current capabilities, identify gaps, and prioritise development activities. Motivate others to develop their capabilities and fulfill their personal potential. Build capabilities elsewhere in the organisation through mentoring and other informal methods.

Personal Capability Building:

• Act as subject matter expert in an area of technology, policy, regulation, or operational management for the function. Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media.

Compliance:

• Take responsibility for developing and implementing compliance policies for VAPS.
• Ensure that the correct employee on-boarding process is adhered to.

Promoting Customer Focus:

• Develop internal marketing plans and work collaboratively with other departments to improve internal relationships in a large organisation and to build strong external customer relationships.

Budgeting & Costing:

• Take responsibility for setting and managing the provisional budgets to meet business and profit targets.

Behavioral Competencies:

Strategic Mindset:

• Sees ahead to future possibilities and translates them into breakthrough strategies. For example, keeps business strategies up to date to address evolving dynamics in the market and organization. Leverages key differentiators in the market. Aligns the strategies of different business units to address long-term opportunities.

Drives Results:

• Consistently achieves results, even under tough circumstances. For example, urges the organization to focus on the topics that matter to business performance. Eliminates barriers to organizational performance. Provides reinforcement and support to help people overcome obstacles.

Manages Complexity:

• Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. For example, sees the systematic elements of issues’ the major connections, linkages, and interdependencies. Ensures the organization has reliable ways to gather needed information.

Builds Effective Teams:

• Builds strong-identity teams that apply their diverse skills and perspectives to achieve common goals. For example, builds a leadership team that advances organizational strategies. Enables cross-functional teamwork; builds team spirit across the organization. Models teamwork; partners well with a wide range of leaders.

Financial Acumen:

• Interprets and applies key financial indicators to make better business decisions. 
• For example, uses sophisticated analysis and modeling to determine the returns and risks associated with investments; consistently makes wise choices in this area. Creates systems to gain a clear and accurate picture of organizational performance.

Collaborates:

• Builds partnerships and works collaboratively with others to meet shared objectives. For example, promotes a culture of collaboration across boundaries, where people can express themselves honestly; addresses major barriers to collaboration. Seeks out a broad range of perspectives to address issues.

Communicates Effectively:

• Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, ensures a free flow of information throughout the organization. Delivers messages effectively to all levels of the organization; creates forums for people to express themselves openly and regularly.

Optimises Work Processes:

• Knows the most effective and efficient processes to get things done, with a focus on continuous improvement. For example, emphasizes continuous improvement and quality outcomes across the organization and with external partners.
• Facilitates organization-wide adoption of best practices and lessons learned.

Plans and Aligns:

• Plans and prioritizes work to meet commitments aligned with organizational goals. For example, takes steps to coordinate and align plans across workgroups; supports strategic objectives with aggressive yet realistic time frames; shares some critical objectives to help with prioritizing and planning.

Interpersonal Savvy:

• Relates openly and comfortably with diverse groups of people. For example, takes steps to ensure healthy interpersonal and group dynamics inside and outside the organization. Builds relationships with key people in the community.
• Exercises diplomacy in representing the organization externally.

Customer Focus:

• Builds strong customer relationships and delivers customer-centric solutions. For example, supports efforts to build customer satisfaction, loyalty, and commitment, and secures organizational resources to do so. Creates partnerships with customers; identifies some ways to build and strengthen these relationships.

Being Resilient:

• Rebounds from setbacks and adversity when facing difficult situations. For example, shows appropriate stability and resilience in crises; puts the situation in perspective, helps the organization stay focused; helps the organization move forward. Stays persistent in the face of adversity or obstacles; urges others to adopt a similar approach.

Builds Networks:

• Effectively builds formal and informal relationship networks inside and outside the organization. For example, connects people with one another in ways that help advance the organization’s goals. Has a presence in the wider industry and across various boundaries; is active in the conversations that shape the landscape.

Directs Work:

• Provides direction, delegating, and removing obstacles to get work done. For example, provides the support people need to achieve objectives and move initiatives forward. Identifies and addresses current and potential barriers to optimal performance. Stays informed on organizational progress toward key goals.

Skills:

Strategic Planning:

• Applies comprehensive knowledge and/or skills to independently engage in strategic planning.

Commercial Acumen:

• Acts independently to apply comprehensive understanding of the business environment and objectives developing solutions while providing guidance and training to others.

Action Planning:

• Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing appropriate plans or performing necessary actions based on recommendations and requirements.

Account/Client Management:

• Uses comprehensive knowledge and skills to act independently while guiding and training others on managing client accounts in a way that provides benefits both for the organisation and its clients.

Financial analysis:

• Applies comprehensive knowledge / skill, acts with independence and provides guidance and training to others

Presentation skills:

• Uses expertise to act as the organisational authority on communicating with other people by speaking in a clear, concise and compelling manner.

Policy and Regulation:

• Works independently and provides guidance and training to others while interpreting and applying comprehensive knowledge of laws, regulations and policies in area of expertise.

Analytical Processes:

• Uses comprehensive knowledge and skills to act independently while guiding and training others on supporting appropriate analytical processes and procedures.

Verbal and Written Communication:

• Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal & written communications skills to express ideas, request actions and formulate plans or policies.

Review and Reporting:

• Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on reviewing and creating relevant, lucid and effective reports.

Policy and procedures:

• Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organisational strategies and objectives.

Computer Skills:

• Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others.
• Proficient in MS Office.

Education:

• Relevant degree (Essential); 
• Relevant Post Graduate – Masters Degree (Advantageous); 
• Professional qualification; 
• FASSA or CERA (Advantageous)

Experience:

• 6 – 10 years substantial general work experience together with comprehensive job related experience in own area of expertise to fully competent level (Essential); 
• Experience in the short term insurance industry (Essential);
• Experience in value added product (Advantageous); 
• Experience in Risk management or Actuarial practices (Advantageous)
• 6 or more years experience of planning, managing and organising resources within short / medium timescales within the overall policy framework (Essential)

Our client is scouting for an exceptional Senior Compliance Officer specifically in the short term sector. The successful individual would need to assist the management team with the coordination, facilitation, and management of Compliance and Advice through creating analytical tools, reporting, and developing networks; providing advice to minimise regulatory, reputational and compliance risk and endeavour to avert potential litigations/penalties and ultimately increase shareholder value.

Job Responsibilities:

• Assist managers within the Business Unit to monitor risks related to compliance and advice requirements by providing guidance or offering expert advice to compliance officers and Group Internal Audit.
• Align solutions with the strategic direction and create new ways of solving problems.
• Sourcing and consolidating data to develop and enhance tools to measure Key Compliance Indicators and trends relating to potential compliance and advice risk in e.g., the execution of sales, after-sales during the product and client life-cycles.
• Management of the Risk, Compliance and Advice requirements to provide insights on regulatory, operational and external developments to ensure proactive awareness and management of compliance risk and advice issues.
• Performing a leading role in review of compliance related regulatory changes through internal consultation and providing commentary on the proposed legislation which includes offering proposals on alternative wording of requirements.
• Provide Subject Matter Expert guidance on Compliance and Advice Related regulatory changes and oversee the implementation of action plans to align to the upcoming regulatory requirements.
• Provide overview and reporting of the status of the Compliance and Advice risk of the company’s insurance distribution to management and Regulators.

People Specification:

• Lead the creation of an innovative culture by championing innovation and continuous improvement in the company with specific emphasis on conduct related Compliance Risk Management.
• Facilitate achievement of the company’s strategy by formulating, maintaining and executing a strategic plan for Group Compliance: Compliance Services (Market Conduct Compliance Office) and contributing to development of the company’s group strategy.
• Drive implementation of Conduct related Compliance risk by establishing appropriate structure for monitoring performance against plans and budgets; taking remedial action where necessary reporting on performance and engaging with stakeholders.
• Ensure sustainable business through alignment of business structures, systems, processes, and people and developing tools to measure the conduct related compliance risk across these.
• Meet the company’s standards of staff performance by managing the recruitment, development, training and performance management of staff.

Education:

• Bachelors qualification in Law/Commerce or Risk Management.
• Post Graduate Diploma: Compliance.
• FSCA approved FAIS Compliance Officer.
• CISA accreditation.
• Other professional designations in field of expertise.

Experience:

• 7 – 10 years experience in a Short Term Insurance Risk, Advice, Audit and Compliance role with a short term insurance intermediary and/or short term insurance provider of which 5 years should be at a management level.

Technical / Professional Knowledge:

• Relevant regulatory knowledge.
• Risk management process and frameworks.
• Cluster Specific Operational Knowledge.
• Governance, Risk and Controls.
• Compliance reporting.
• Reputational risk management.
• Stakeholder management.
• Codes of Good Governance.

Behavioural Competencies:

• Decision Making.
• Influencing.
• Building Trusting Relationships.
• Managing Work.
• Quality Orientation.
• Stress Tolerance.

Our client in the Banking and Finance industry has a fantastic opportunity for a Senior Actuarial Analyst to provide actuarial solutions to internal and external clients within the insurance industry; in line with their company’s Client Value Proposition.

• Conduct and compile research in the short-term insurance industry and product development to provide the most appropriate range of products to clients.
• Develop software proficiency to deliver required outputs.
• Express ideas or facts clearly in written documentation so that the content is understood by the recipient.
• Develop sound product and industry knowledge.
• Assess the impact of regulation on the business and implement required changes.
• Interact with internal and external clients to assess needs and provide solutions.
• Provide feedback and presentations to stakeholders.
• Develop and use collaborative relationships to facilitate the accomplishment of work goals.
• Support the achievement of the business strategy, objectives, and values by reviewing the company’s and Business Unit Plan and ensuring delivered systems, processes, services, and solutions are aligned.
• Ensure all personal development plan activities are completed within specified timeframe.
• Share knowledge and industry trends with team and stakeholders during formal and informal interactions.
• Obtain buy-in for developing new and/or enhanced processes (e.g., operational processes) that will improve the functioning of stakeholders’ businesses by highlighting benefits in support of the implementation of recommendations.

• Advanced Diplomas/National 1st Degrees
• Bachelors’ degree in Actuarial Science with good progress towards completing Actuarial Exams.

• 5 – 8 years in the Actuarial field in Short Term Insurance Industry.
• Experience in Microsoft Office, SQL, and Willis Towers Watson (Radar) software will be beneficial.

• Administrative procedures and systems
• Banking knowledge
• Business principles
• Business terms and definitions
• Data analysis
• Governance, Risk and Controls
• Microsoft Office
• The company’s culture and values
• The company’s vision and strategy
• Relevant software and systems knowledge
• Business writing skills

• Adaptability
• Applied Learning
• Communication
• Collaborating
• Innovation
• Work Standards