Specialist: Group Schemes
4 months ago
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Main Outputs and Responsibilities
1. Generate new business (TCF)
- Identify new groups and clients
- Prepare quotations
- Do presentations to market Assupol Group Schemes products & services
- Close the deal with client
- Complete relevant documentation for submission
- Check completeness & correctness of client information
- Check compliance with legislation
2. Grow current business (TCF)
- Build client relationships
- Follow-up on new and changed financial needs
- Advise groups and clients on retaining their Group Schemes
3. Communication to clients
- Provide feedback on claims ratios
- Provide information on new products, trends in the market and in the company
4. Compliance & Training
- Contractual agreements & addendums
- Implementation of legislative changes within binders, broker and administrators
- Ensure PST and relevant legislative training is completed.
Knowledge and Skills
Formal Education
- FSCA Recognised Qualification
Technical/Legal Certification
- Regulatory Examination Level 5: Representatives
- Regulatory Examination Level 1: Key Individuals
- FSCA Recognised Qualification
- CPD
- COB Long Term Insurance and Investments
- Registration as a Representative and Key Individual for all Tier 1 products
Experience
- 3 Years’ Experience in Marketing of Insurance
- Management and Oversight experience
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Specialist: Group Schemes
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Menlyn Park, South Africa Assupol Full timeDescription - Main Outputs and Responsibilities 1. Generate new business (TCF) - Identify new groups and clients - Prepare quotations - Do presentations to market Assupol Group Schemes products & services - Close the deal with client - Complete relevant documentation for submission - Check completeness & correctness of client information - Check compliance...
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