Chief Financial Officer - Financial Services Industry (Insurance)
Posted today
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Our client, a leading Financial Services Provider specializing in Insurance products, wants to appoint a Chief Financial Officer to oversee the Financial Management of the company. The successful person will also be responsible for the operational management of the company and must have some knowledge of, and experience in the insurance industry and the related products available in the market. A minimum of 3 to 5 years' experience as a Financial Manager in a Financial Services environment is required and qualified CA (SA) persons may apply.
Duties & ResponsibilitiesThe person will be responsible:
- to oversee and manage the financial records and reporting of the company.
- for the operational management, including people management of the company.
- Must be a qualified CA (SA) with at least 3 to 5 years post articles experience.
- At least one year experience in the Insurance Industry.
- Must have a keen interest in IT Systems.
- Fluent in Afrikaans and English with excellent communication skills.
- Good leadership skills.
- Excellent communication skills.
R50 000 to R90 000 per month ctc
#J-18808-LjbffrSubject Matter Expert - Insurance
Posted 1 day ago
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WNS Cape Town, Western Cape, South Africa
Subject Matter Expert - Insurance
About UsWNS Global Services Inc. (NYSE: WNS) is a global Business Process Management (BPM) leader with 41,000+ professionals serving 400+ global clients across 60 delivery centers in 16 countries. WNS South Africa operates eight delivery centers and employs 4,000+ people.
Responsibilities- Operational Excellence: Identifying and communicating barriers to performance/service delivery to the operational leaders
- Contribute in regular meetings with team leaders and agents in regards to efficiencies
- Conduct analysis and insights based on consolidated data to enhance process improvements
- Share best practice between teams to support operational efficiencies
- Continually examine opportunities for improvements and adherence to schedule
- Support team when needed maintain product knowledge through call taking
- Will be required to take calls
- Development Journey: Agile training through Quality feedback sessions
- Training employees in systems and products when required
- Working closely with Operations Support, Training & HR to support the new starter journey
- A Matric/Grade 12 Certificate or equivalent.
- A minimum of 3 years insurance experience
- Proficiency in Microsoft packages (Word, Excel & Outlook)
- Excellent interpersonal and communication skills
- Strong numerical ability
- Strong administrative and organizational skills
- Customer centricity
- High attention to detail and accuracy
- Engagement
- Communication skills
- Problem Solving
- Planning & Organizing
- Risk Management
- Incident Management
- Data Analysis
- Stakeholder Management
- Client Communication
- Report writing
- Sound working knowledge of Microsoft packages (Word, Excel, PowerPoint & Outlook)
- Attention to detail
- Own vehicle with a valid driver’s licence
- Must be able to travel across multiple sites
- Must be able to work evening hours
- Afternoon and night shifts – Monday to Sunday (rotational shifts)
- Candidates are required to have fibre or live in a fibre enabled area.
- Seniority level: Entry level
- Employment type: Full-time
- Job function: Customer Service
- Industries: Outsourcing/Offshoring
Senior Claims Consultant
Posted 21 days ago
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Reference: PC -RC-2
Our client based in Cape Town is looking for a Senior Claims Consultant that has their RE5 and is FAIS compliant with 3 years commercial claims experience.
EMPLOYMENT TYPE: Permanent
SECTOR: Insurance
BASIC SALARY: Market Related
START DATE: A.S.A.P / Immediate
REQUIREMENTS:
- 3 years commercial claims experience
- Microsoft Office (Word, Excel)
- CIMS - advantageous
- Matric or equivalent qualification
- RE5 – NON NEGOTIABLE
- FAIS compliant (credits and/or full qualification)
- Ensure appropriate minimization of claims and claims expenses
- Ensure and contribute to minimization of general expenses
- Ensure that all stakeholder (e.g. clients, AE’s, insurers) communication is accurate, timeous, professional and relevant
- Build and maintain mutually beneficial relationships with internal (e.g. account executives) and external (e.g. clients) stakeholders
- Keep client informed regarding to progression of the claim
- Ensure and contribute to achieving the required client satisfaction targets
- Claims Administration
- Receive claims notification, and send and obtain any relevant forms or documents as may be required
- Administer complete claims process according to defined claims procedures until claims are settled
- Appoint assessor or loss adjustor
- Apply policy terms and conditions
- Keep internal system and records up to date at all times
- Keep relevant internal stakeholders up to date on the progress of registered claims
- Make assessment of claims validity and estimate value and administer mandated claims
- Forward claims in excess of mandate to insurer
- Obtain quotes for services
- Arrange approval and payment for claims costs in line with claims and cover
- Act as intermediary between insurer and client and timeously relay communication, requests and documentation
- Follow the recoveries process, diarize follow-ups and keep clients informed
- Ensure productivity targets are met
- Contribute towards and ensure continuous improvement in own and team performance
- Adhere to company mandates
- Participate and contribute in ad hoc projects
- Report any suspected fraud, misrepresentation and/or dishonesty
- Keep accurate record of own activities
- Live the RBS values by committing to the organizational values
- Ensure continuous self-development
- Share information and knowledge with the team
- Mon – Fri: 08:00 – 16:30
Should you meet all the requirements, apply on our website at today.
Should you not hear back from us within 10 working days, please consider your application as unsuccessful. We will retain your credentials for future similar roles. #J-18808-Ljbffr
Underwriter: SLS: Sanlam Risk & Savings
Posted 22 days ago
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Who are we?
The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.
Sanlam Risk & Savings, which is one of the businesses within SRA, offers Risk and Savings solutions to various segments within the market.
What will you do?The role of the underwriter is to assess the risk of our clients based on their individual risk profile (this includes consideration of insurable interest, occupation, medical, financial, part-time activities & travel/territorial risk).
Core outputs:
- Underwrite risk applications with respect to the client overall risk profile - taking into account previous &/or existing cover.
- Underwrite & effectively manage communication on sub-standard cases.
- Request underwriting requirements and/or limit requirements.
- Placement of cases according to reassurance treaty and related guidelines.
- Enhance & manage the customer experience through effective, clear & proactive communication &/or collaboration (both written & telephonic).
- Stay up-to-date with industry trends, regulatory changes, and advancements in AI and analytics.
- Continuously build expertise on underwriting process & technical skills/knowledge.
Qualification:
- Grade 12.
- Relevant qualification will be an advantage.
Experience:
- At least 3 years medical and/or financial underwriting experience.
- Experience in underwriting processes will be an advantage.
- Exposure to underwriting software/programs will be an advantage.
- Exposure to the application of underwriting and re-insurance policy will be an advantage.
- Exposure to financial underwriting and/or business insurance will be an advantage.
Knowledge:
- Knowledge of prognosis of medical conditions.
- Understand medical terminology (anatomy and physiology).
- In-depth knowledge and understanding of financial statements and questionnaires.
Competencies:
- Communicates effectively
- Persuades
- Business insight
- Decision quality
- Analytical thinking
- Cultivates innovation
- Plans and aligns
- Concern for accuracy
- Customer focus
- Collaborates
- Drives engagement
- Team success
- Being resilient
- Tech savvy
Note: The environment necessitates overtime in peak periods. The amount of overtime hours depends on the business need in terms of the volumes received.
The position is based in either Western Cape or Gauteng.
Build a successful career with usWe’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Turnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformationThe Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
#J-18808-LjbffrManager, Insurance Wealth Insure CPT
Posted today
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Business Segment: Insurance & Asset Management
To source and secure new HNW individual Personal Insurance customers.
The role will require a face to face interaction with high net worth customer market which always requires professional conduct.
Providing a comprehensive array of customised Insurance solutions tailored to meet these customer’s needs.
Offer continuous, close, professional and personal attention service to newly acquired and existing customers by assisting and administering the customer’s policy.
Ensure all short-term insurance needs in terms of assisting with claims, cover required, and annual renewal of the policy is provided to the customer on a personal, professional and efficient manner.
Always ensure an excellent customer experience and ensure the six Treating Customer Fairly outcomes dictate behaviour, engagement action and advice given to customer.
The position will require frequent travelling to meet with existing and potential clients and be able to works independently in the absence of supervision / assistance.
When required, visits, delivers (and/or collects) documents and relevant information from HNW customers’ homes or offices at the convenience of the customer.
Qualifications
Type of Qualification:
Full Qualification as recognised by the Registrar
Fit and Proper - FSCA
Higher Certificate Short-term Insurance
Relevant business-related tertiary qualification e.g. BA degree/qualification is an advantage
Undergraduate degree, or similar (majors in Risk, Finance, Insurance an advantage) and/or
Postgraduate or professional qualification in risk and relevant experience an advantage
Be prepared to write KI examination should this be required
Must have passed FAIS exams min 60 credits – qualification and experience as determined by “Fit and Proper Requirements” of the FAIS legislation.
Experience Required
Experience as determined by FAIS legislation. A minimum of 5 years previous working experience in a personal short-term insurance (commercial experience would be an advantage) either as a Servicing/Sales Agent, Broker or Insurer. Bancassurance experience preferable.
Sound knowledge of personal insurance offering, procedures and products.
A good working knowledge of FAIS and FICA legislation.
Maven system knowledge would be advantageous
Sales and negotiation skills.
Excellent verbal and written communication skills
Previous portfolio Insurance relationship management experience (5 years in total) as an Account Executive/Insurance Manager managing a portfolio of HNW customers in the personal short-term insurance environment is preferable.
A minimum of 5 years previous working experience in Short term insurance. Preferable in a sales, servicing, personal portfolio management position. Practical exposure to banking principles and to establish credible relationships.
Additional Information
- Adopting Practical Approaches
- Documenting Facts
- Empowering Individuals
- Examining Information
- Exploring Possibilities
- Following Procedures
- Impressing People
- Interacting with People
- Pursuing Goals
- Team Working
- Insurance Principles
- Cross and Up-Selling
Insurance Specialist - Sales
Posted today
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Join to apply for the Insurance Specialist - Sales role at Sigma Connected Group . As our business continues to thrive and expand, we are searching for exceptional individuals to become part of the Sigma Family as a Insurance Specialist. Before delving into the details of this role, let us explain why joining us at Sigma is a fantastic opportunity.
Why Sigma FamilyOur core mission is to #ImproveEverythingAlways, with a strong focus on our people. That's why we are seeking exceptional individuals to join us and represent our clients, delivering top-tier customer service across various industries.
What being part of the Sigma Family means for you- Career development and opportunities to apply for internal promotions following your probationary period.
- Monthly, Quarterly and Annual awards with marvelous prizes.
- Resources such as the Employee Assistance Program (EAP) and Mental Health First Aiders to support you when life might not be going quite as you expected.
- Receive a tree in the Sigma Forest when you pass probation. This will allow you to review how your tree is reducing your carbon footprint.
- Medical Insurance - Covers doctor visits, optometrist appointments and dental assistance, funeral cover, Group Life Cover, which are all Free from the Sigma Family to you.
- Transportation Benefits - Accommodate making your traveling journey to work easier with the amazing shuttle services that we offer our employees.
- Join communities and collaborate with your colleagues on our internal Social Media platform.
- The opportunity to be a part of an equal, diverse, and inclusive workplace - all amazing people are welcome in the Sigma Family.
You’ll be working from offices based in Southern Suburbs, Cape Town. This campaign deals with inbound & outbound calls from customers who are seeking to set up a new insurance policy or who have additional questions from an online query. Alongside, the successful applicant will be required to respond to all incoming calls in a professional, helpful, courteous, and friendly manner using the relevant campaign guidelines, scripts and systems.
QualificationsWe are seeking dynamic and results-driven individuals to join our team. The ideal candidate will have successfully completed Matric (Grade 12) and possess a minimum of one year's proven sales experience within a BPO environment. Sales experience within an insurance campaign will be considered as highly advantageous. Applicants must have clear credit and criminal records, along with strong written and verbal communication skills. The role demands the ability to perform under pressure, meet tight deadlines, and consistently exceed performance targets. A track record of delivering results in a fast paced, target driven environment is essential.
With frequent calls, the pace is quick, ensuring a dynamic day assisting numerous people daily. You will work towards team goals and have a comfortable office setup at home, virtually connected with your team during shifts.
Full training and ongoing coaching are provided throughout your career. While prior knowledge is not expected, you will need to have a willingness to learn and a drive to excel. If you possess these qualities, you are going to thrive here!
What Amazing People Will Bring to the RoleYou are someone who is dedicated to providing outstanding customer service. Your commitment to your role shines through as you genuinely enjoy assisting people with their concerns, possessing excellent listening, communication, and empathy skills. Confidently, you engage with individuals to address customer inquiries and conflicts. Adapting to change comes naturally to you, comfortable both in independent work and team settings. Striving towards KPIs, you welcome feedback and maintain a positive outlook. You excel under pressure, diligently tracking your targets in a fast-paced work environment.
Simple and Straight Forward RecruitmentWe believe in a straightforward approach and don't believe in unnecessary hurdles for candidates. After sending us your CV, if we find a fitting position, we'll reach out for a brief phone chat. If you match what we're looking for in a new Sigma Family member, you'll be invited to a Talent Session. If successful, you'll receive a start date and our fantastic onboarding team will get you ready for your first day.
Supporting our future peopleIf you need any assistance or adjustments at any point during recruitment, feel free to let us know.
If you like the sound of being part of the Sigma Family then don’t wait and get applying! Job Details- Seniority level: Entry level
- Employment type: Full-time
- Job function: Other
- Industries: Outsourcing and Offshoring Consulting
Solutions Architect – Insurance
Posted today
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An industry leading Bank has an exciting opportunity available for a Solutions Architect within the insurance space to join their dynamic team.
Duties & ResponsibilitiesPurpose Statement
We are looking for a Solutions Architect to join the Insurance team. As a Solutions Architect, you will be responsible for the success of a product. You will have full autonomy over your application, acting as the apex technical leader for your product. The scale and growth of the client base means that you get to solve complex problems at scale.
You will bring deep technical knowledge of at least one programming paradigm, preferably object-oriented or functional programming, and be comfortable working on programming assignments using either of: SQL, C#, Java, JavaScript, C++, C or Python. Additionally, you will have experience with both relational and non-relational databases, as well as basic AWS cloud skills. You will intimately understand dataflows, system integration and constructing a highly available architecture. You will have the opportunity to learn and work with domain-driven design, event-driven architecture, and Kubernetes. You will be a problem solver at heart, with the ability to think critically and creatively to find innovative solutions.
You will have the opportunity to explore new skills and technologies, while working with a team of dedicated professionals in a fast-paced and dynamic environment.
Role purpose:- To own (develop, maintain, and enhance) the technology strategy and the target state solution architecture within Insurance.
- To design a fit for purpose technology operating model (including core concepts, features and elements that provide an overarching framework) that will enable to execute on their strategic objectives.
- To produce a comprehensive technical specification for that offers a technically viable solution and address the business requirements.
Minimum:
- At least 5 years’ relevant design and development experience.
- At least 3 years’ proven experience as an Architect (pre-sales advantageous) in the insurance or banking industry.
- Evidence of delivering Proof of concept solutions to third parties.
- At least 4 years’ experience in:
- Presenting to Mid-senior level management to convey technical concepts in a simplified, understandable language.
- Analysis, design and writing technical specifications.
- Constructing detail technical design and non-functional requirements.
- Designing and delivering scalable and resilient solutions.
- Deep understanding of continuous availability.
- Commitment to frequent incremental release philosophy and practice.
- Insurance, Banking and Finance experience.
- Understand relational database design concepts, and familiarity to 3NF & de-normalised database solutions.
Minimum:
- Grade 12 National Certificate / Vocational
- Bachelor’s degree in information technology
- A relevant tertiary qualification in Information Technology - Computer Science
Minimum:
- System architecture (technical design, software architecture).
- Data flow diagrams, and high-level systems diagrams.
- IT systems development processes.
- Application development / Software development (typed and scripting coding languages).
- Waterfall and Agile systems development processes (Prince II / Safe).
- CI/CD standards and agile delivery methods.
- Service-Oriented Architecture.
- Banking systems.
- Insurance systems.
- Knowledge of UML.
- Cloud architectures.
- Working knowledge of AWS / Azure.
- Solid understanding of:
- Best practices for Quality Assurance (QA).
- AWS/Azure cloud components and cloud vs on premise solutions.
- Problem solving skills.
- Attention to Detail.
- Analytical Skills.
- Facilitation Skills.
- Business Process Modelling skills (IDEF-0, Financial Modelling, Enterprise Architect, BPMN, etc.).
Should you not receive a response from us within one week of your application, your application has unfortunately not been successful.
You can visit our website for more vacancies: / LinkedIn
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Commercial Insurance Claims Consultant Cape Town market related
Posted today
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Claims Administration
Administer complete claims process according to defined claims procedures until claims are settled.
Apply policy terms and conditions.
Make assessment of claims validity and estimate value and administer mandated claims.
Act as intermediary between insurer and client and timeously relay communication, requests and documentation.
Engage with insurers regarding recoveries, diarise follow-ups and keep clients informed.
Ensure productivity targets are met.
Contribute towards and ensure continuous improvement in own and team performance.
Adhere to company mandates.
Participate and contribute in ad hoc projects.
Report any suspected fraud, misrepresentation and/or dishonesty.
Keep accurate record of own activities.
RE 5 A MUST
MATRIC A MUST
CREDITS WOULD BE GREAT
Salary: R20 000 - R25 000
- HR Services, Recruitment & Selection
Insurance Consultant -JG10 (Bellville)
Posted today
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Stay safe online. Now more than ever it’s important to be cybersafe. See Santam’s tips to help you stay safe online. Learn more.
Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding, and transforming company and whilst based in South Africa, we are rapidly moving into several emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred on our delivery of Insurance Good and Proper.
Santam Operations, Commercial Contact Centre have career opportunities available for Insurance Consultants based in Cape Town, Bellville . The insurance consultant role is focused on providing an end-to-end service and support to intermediaries.
This role is focused on, but not limited to:
- Contribution to the net profit and growth targets for business.
- Delivering exceptional service that exceeds customers’ expectations through proactive, innovative, and appropriate solutions.
- Providing telephonic / email support to the intermediary on record, authorised representatives from the brokerage, and broker services.
- Analysing the request from the intermediary and providing a quotation to secure the business (conversion).
- Initiating out dials to intermediaries to discuss quotations and/or convert policies.
- New business issuance.
- Assisting to resolve all insurance queries within required timeframe and compliance requirements.
- Managing client expectation on expected turnaround times for submitted requests.
- Adhering to underwriting criteria and regional requirements.
- Assist with profiling the client with the best suitable product and underwriting criteria.
- Assisting in implementing solutions for improvement.
- Adhering to workforce management principles to ensure that we optimize productivity.
- Prioritising own workflow and ensuring work is completed to the required standards of productivity, quality, and timelines; using performance management systems to improve personal performance. Ensuring that business targets are met.
- Standing in for consultants should they be absent or on leave during busy periods or absence of key resources, assisting where required. Ensuring that business targets are met.
QUALIFICATIONS AND EXPERIENCE
- Matric / Grade 12
- 60 FAIS credits - Commercial lines
- Minimum of 3 years’ experience in Short Term Insurance - Commercial Lines
- Proven work experience in commercial underwriting within the short-term insurance industry
- A relevant insurance-related qualification (e.g., NQF level 4) would be advantageous
- Preferable work experience in agriculture would be advantageous
KNOWLEDGE AND SKILLS
- Excellent verbal and written communication skills. Use of clear and effective verbal communication skills to request information and correspond with intermediaries.
- Excellent interpersonal skills, collaborating with internal colleagues and external stakeholders/clients.
- Ensure adherence to quality, compliance, and accreditation standards.
- Conduct efficient administration.
- Optimising work processes.
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive, and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
#J-18808-LjbffrClaims Manager - Long-term insurance
Posted today
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NOTE: This is a hybrid position - 2 days in the office and 3 days at home
Our client, an international global life and health reinsurance company, is urgently looking for a Claims Manager to be responsible for the day-to-day management of the claims administration team. This role ensures that the South Africa-based Treaty and Facultative business is administered appropriately and accurately in line with treaty specifications.
Duties & ResponsibilitiesIn order to be considered the following is required:
- Bachelors degree / qualification would be advantageous
- Minimum of 5 years previous experience in a team leader role
- 5 years experience in the life insurance industry
- Proven track record of coaching, developing, and mentoring direct reports
- Strong IT skills with a good understanding of MS Excel
- Superior oral and written communication and presentation skills
- Effective interpersonal skills; ability to interact with employees at all levels and across different departments
- Ability to focus on priorities, targets, and deadlines
- Ability to plan and manage resources within the team, handling several projects at once and delivering them to agreed schedules
Responsibilities:
- Ensure that claims relating to SA business are administered appropriately through the chain of companies, external retro companies, and the International Retro Pool
- Manage the work which includes tracking and reporting on progress
- Document claims processes and procedures, indicating where any variation exists, either by country, system, or client
- Ensure that the company’s claims administration standards and time service requirements are applied to the handling of all business received
- Provide claims administration data for input to accounting records, valuation systems, and regulatory returns
- Ensure claims administration data is provided to retrocession clients, including International Retro Pool, in a timely and accurate manner
- Undertake client audits, assurance reviews, and visits, engaging with Internal Audit to ensure risks are handled/mitigated appropriately
- Seek feedback from other departments who interact with the claims administration team
If you would like to email your CV directly – please send it to
Package & RemunerationPlus Medical Aid and Provident Fund
#J-18808-Ljbffr