Formal qualifications


B degree in IT or related relevant qualification (Essential)


Specific licensing or registration


International Software Testing Qualifications Board (ISTQB) certification (Desirable)


Experience

The following experience requirements were found to be relevant to this job:


6 - 8 years’ experience in system testing (essential)
2 - 3 years’... management experience (essential)
Exposure to complex and diverse IT projects using a variety of testing tools and techniques (desired)
Financial services or insurance industry experience (desired)


Duties & Responsibilities

INTERNAL PROCESS


Manage, monitor and control the analysis, design, implementation and execution of test cases, test procedures and test suites.
Manage the testing schedule and monitor, measure, control and report on the test progress including the quality status and the test results. Adapt test plans as required, based on evolving conditions and business requirements.
Analyse the test processes and identify opportunities for test automation to create efficiencies.
Manage the delivery of test automation including planning, engaging with developers and training as and when needed.
Contribute to the development of a best practice integrated testing and quality management approach and strategy.
Ensure the test environment is suitable before test execution and managed during test execution. Manage the documenting and resolution of system defects and raise issues with the development team where necessary.
Facilitate regression testing and coordinate which test cases are suitable for this and and when needed.
Provide relevant stakeholders with regular feedback during the testing process to ensure all parties remain up-to-date.
Manage the delivery of summary reports on test status during test execution and support the project close out.
Review and quality assure deliverables in order to ensure quality standards are upheld.
Manage and coordinate UAT testing deliverables to produce solutions that meet business’ priorities and timeframes.
Represent the UAT testing team in management, business and inter-team meetings, such as Change Advisory Board (CAB).


CLIENT


Provide authoritative expertise and advice to clients and stakeholders.
Build and maintain collaborative, professional relationships with clients and stakeholders.
Deliver on service level agreements made with clients and stakeholders in order to ensure that expectations are managed.
Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.


PEOPLE


Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
Assist with recruiting suitably qualified talent in line with Employment Equity principles and company values.
Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
Effectively manage performance within the team in order to ensure business objectives are achieved.
Encourage innovation, change agility and collaboration within the team.


FINANCE


Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans.
Identify solutions to enhance cost effectiveness and increase operational efficiency.
Implement and provide input into governance processes, systems and legislation within area of specialization.
Escalate unresolved policy and governance compliance issues via appropriate channels for investigation and resolution purposes.
Provide input into the risk identification processes development and communicate recommendations in the appropriate forum. more

Requirements


Recently completed relevant Human Resources degree or similar.


The successful applicant should meet the following requirements:


Be between the ages of 18-25 years
Be currently unemployed
Have a clean criminal and credit record


Duties & Responsibilities


The successful candidate will get the opportunity to be a part of the activities that form part of the... full employee's lifecycle more

Qualifications


Business related qualification e.g. business management, operations management, risk management or related field
RE1 and RE5 essential
Short-term insurance qualification essential


Experience


Minimum 5-7 years of experience in enablement, risk management, or operations within a franchise or multi-unit business environment, with a specific focus on short-term... insurance operations.
Proven experience in rolling out technology platforms and driving adoption across decentralised teams.
Proven experience in establishing operational best practices that drive operational efficiency
Strong knowledge of Short-term insurance code of conduct and other relevant insurance regulatory requirements and acts.
Experience managing a team and delivering measurable outcomes across diverse stakeholders.


The successful incumbent’s key areas of performance include:

Value proposition Enhancement & Delivery:


By partnering with franchises in understanding their strategic intentions, operational needs and risks, continually review and enhance Consult’s franchise value proposition to enable sustainable growth.
Ensure the effective delivery and utilisation of Consult’s franchise value proposition by aligning resources, tools, and support.
Serve as the primary point of contact for franchise enablement, ensuring seamless operational support and guidance.


Best Practices Development & Implementation:


Develop, document, and embed best practices across the franchise network to drive consistency and efficiency.
Monitor franchise adherence to operational standards, identifying areas for improvement and implementing corrective measures where necessary.
Collaborate with franchisees to identify and share proven best practices that enhance performance and growth.


Risk Management


Identify, assess, and mitigate operational and advice risks within the franchise network to ensure compliance with organisational and regulatory standards.
Develop and implement frameworks to monitor and manage risk at both individual franchise and network-wide levels.
Provide guidance and training to franchises on risk-related policies, procedures, and best practices.
Investigate incidents and non-compliance, and implement corrective actions to prevent recurrence.


Franchise vesting & Support:


Develop a franchise onboarding framework that ensures seamless technology integration, alignment with Consult best practices and provides ongoing support during the onboarding phase.
Provide ongoing operational training on best practices and support on the effective use of Consult’s technology ecosystem
Conduct regular engagement sessions to track franchise progress throughout onboarding phase
Oversee the onboarding process for new franchisees, ensuring a smooth transition and full integration of business processes.


Training & Capability Development:


Design and deliver comprehensive training programs that equip franchisees and their teams with the necessary knowledge and skills to operate effectively.
Ensure training materials are aligned with Consult’s value proposition and support the adoption of operational best practices.
Continuously assess training effectiveness, refining content and delivery methods to optimise learning outcomes


Performance Monitoring & Compliance


Establish and track key performance indicators (KPIs) to evaluate utilisation of Consult’s value proposition.
Provide senior leadership with regular insights and reports on franchise success, challenges, and opportunities for improvement.
Conduct operational audits to ensure compliance with established guidelines and recommend enhancements where necessary. more

Requirements


4-5 years’ experience as a data/reporting analyst preferably within a Rewards or HR context.
Proven technical skills working with large amounts of data (advantageous)
Degree in Computer Science, Information Management and or Statistics or related field. 
3-5 years' experience as a data analyst or related field (essential) 
Experience in data analysis and visualization... tools (e.g. SQL, Qlikview, PowerBI etc.)
3 – 5 years Reward experience (GRP Preferred)
Payroll experience (advantageous) 


Duties & Responsibilities

Data Reporting and Insights


Create business processes to identify and report important data points within Group Reward. This will facilitate seamless reporting on standardized reports for Group Reward including Payroll, Department of Labour, Survey houses, and internal stakeholders thus ensuring accurate and timely distribution of management data reports.
Utilise data to provide comprehensive reports and insights to management teams, effectively telling the story behind the numbers. These data-driven insights will support strategic decision-making in group reward, helping align reward initiatives with organizational goals and identify areas for investment.
Collaborate with Group Reward teams to ascertain data and reporting requirements.
Present data and insights in clear and concise reports, presentations, and visualisations.
Stay abreast of emerging trends and best practices in reward analytics.
Work closely with the wider reward team to continuously improve and optimize initiatives based on data-driven feedback.
Assist the Group Reward team with the Annual Remuneration Review data, reporting and analysis.


Data Analytics


Analyse reward data and find patterns, trends, and translate into decision making insights and information.
Provide insights to stakeholders on reports, making relevant recommends as appropriate.
Identify reports, processes, or models to enhance business performance aligned with Group Reward priorities.


Data Governance, Quality Assurance and Risk Management


Utilise established data governance processes to monitor reward data, safeguarding data integrity, confidentiality and overall data quality for Group Reward.
Assess opportunities for enhancing the process of sharing and receiving sensitive reward data within the organisation.
Manage and maintain the confidentiality and access to reward data.
Collaborate with the People Analytics team to identify and address any data-related risks.
Ensure that reward data is collected and reported in compliance with applicable Protection of Personal Information (POPI) regulations and audit requirements.
Monitor the accuracy of collected data across all platforms by conducting monthly data audit checks and consulting with relevant business units as and when necessary.
Partner, coordinate and capacitate by way of reports to assist with the annual remuneration review.  
Create detailed specifications for data sources, data flows, data transformations, data storage and reporting.  
Interact and collaborate with Human Capital technical and analytics teams to identify data sources, find data definitions for master and meta data as well as formulate and implement solutions and reporting dashboards.   
Evaluate changes and updates to source production systems that could impact reporting and eventually business decisions.  
Testing, debugging and reconciliation of data to source data to ensure data integrity.  
Participation in designated projects within reward teams.
Work together with the People Analytics team to offer suggestions for improving initiatives using data-driven insights.
Clearly communicate complex data findings to Group Reward stakeholders, facilitating decision-making based on data. more

Qualifications:


Matric or equivalent NQF Level 5 qualification
RE5
FAIS Representative legislative qualification
Class of Business 3 and 7 (preferable)


Experience


 3-5 years of working experience in the financial services industry
A minimum of 2 years of managerial experience overseeing the rendering of financial advice
Experience in FAIS Tier 1 Long Term Insurance and... Pension Benefit products
A valid driver's license and access to your own vehicle
Computer literacy


Duties & Responsibilities


Leading and managing a team of Financial Advisers
Developing action plans to drive sales and enhance performance.
Ensuring compliance with operational processes and legislative requirements
Cultivating a branch culture to energise employees and maximise productivity.
Recruiting and selecting high performing Financial Advisers to join your team. more

Requirements


Relevant Bachelor’s degree required (sales, marketing or related field)  FAIS complaint KI qualification will be advantageous and a requirement within 6 months of being appointed in the role
3-5 years’ experience in the retail industry preferred, Proven track record in industry related sales management and recruitment of advisers will be an advantage  In depth Momentum product... knowledge
Insurance sales management experience, ideally within a tie agency


Duties & Responsibilities

Implement tactics to develop and maximize the MFP network new business while maintaining client relationships (Internal):


To manage and grow new business volumes within the respective branch through the allocated agents within the branch, the appointment and vesting of new agents, whether New to the Industry (NTI)or New to Momentum (NTM). (all products)  To manage and grow existing portfolios of clients (cross and upsell) within the respective branch through the allocated agents and ensure a Long-Term persistency of >90% for all products. (all products)  
To continue to grow and retain the footprint of the branch by actively recruiting NTI and NTM advisers into the branch  Ensure compliance with FAIS and related legislation at all times, in all aspects of the business  Manage expenses within allocated budget  Act as the primary communication channel between Momentum and the allocated advisers in the branch.
 Manage leads/prospects allocation conversion and follow ups.  Ongoing motivation, communication and inspiration to allocated agents within the branch to create an environment of over achievement, trust and care.  Manage the relationship and engagements with advisers within respective branch.


Responsible for assisting the Provincial Head in the implementation of the Strategic goals i.e. myriad, vertical integration and other relevant allocated tasks;


 Responsible for adoption and driving the usage of digital platforms and tools  Be the custodian of the MFP Culture in the branch  Develop plans and tactics for the achievement of sales targets through opening new markets/demographics  In partnership with Advice Manager, enable and drive the supervision process for all advisers under supervision  Actively drive Business Continuity by ensuring all practices have formal succession plans in place and practices transition effectively and sustainably  Actively drive effective reintermediation of clients


Engage with financial advisers in a client centric manner, improving client growth, engagement and retention:


Engage with internal and external stakeholders to identify opportunity for growth and provide relevant sales support what does this mean?  Build and maintain relationships with advisers to deliver on service level agreements Not sure what this means   Execute a compelling and motivational rewards and recognition strategy aimed at advisers


Effectively lead the team:


Create a positive work climate and culture to energise employees, minimise work disruption and maximise employee productivity  Demonstrate exemplary leadership behaviour in line with vital behaviours through personal involvement, commitment and dedication in support of organisational values  Engage in own development path and also ensure that all FAIS and Compliance Training for Advisers is up to date and necessary maintenance of CPD points


Ensure Efficient and Effective Business/Practice:


Support the Momentum Financial Planning and advice strategy  In partnership with Advice manager, support compliance in line with relevant strategy   In partnership with Advice manager, implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure much of the same In partnership with Advice Manager, investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings much of the same more

Requirements

Qualifications  


Recently completed relevant IT degree or similar qualification.


Additional Information

 The successful applicant should meet the following requirements:


Be between the ages of 18-25 years
Be currently unemployed
Have a clean criminal and credit record


Duties & Responsibilities


The successful applicant will be part of a rotational... programme within the Information Technology Department. more

Requirements


Recently completed relevant Marketing degree or a similar degree


The successful applicant should meet the following requirements:


Be between the ages of 18-25 years
Be currently unemployed
Have a clean criminal and credit record


Duties & Responsibilities


The successful candidate will get the opportunity to be a part of the activities that form part of... the full employee's lifecycle more

Requirements


Recently completed relevant LLB, Legal or Compliance degree.
The successful applicant should meet the following requirements:
Be between the ages of 18-25 years
Be currently unemployed
Have a clean criminal and credit record


Duties & Responsibilities


The successful candidate will get the opportunity to be a part of the activities that form part of the full... employee's lifecycle more

Requirements


Grade 12 or equivalent qualification
National Diploma/Degree in Electrical/Mechanical (HVAC) Engineering or related qualification
Basic understanding of electrical/mechanical & electronic systems, maintenance, and safety regulations
Previous experience (internship, practical training, or coursework) in electrical/mechanical (HVAC) work (advantageous)


Duties &... Responsibilities


Assist in maintenance of company facilities infrastructure, ensuring all systems function correctly.
Conduct routine inspections and testing of facilities equipment to identify faults or inefficiencies.
Support preventative maintenance activities, working with technicians to ensure compliance with safety standards.
Assist in the installation, repair, and troubleshooting of facility infrastructure components.
Document maintenance activities and compile reports on facilities infrastructure system performance.
Ensure adherence to health, safety, and compliance regulations within the facility.
Work closely with the Facilities team and external contractors on facility infrastructure projects.
Assist in energy efficiency initiatives and sustainability projects within the organisation. more

Requirements


Grade 12 (Matric)
FAIS – Completed RE5 Certificate and Credits (60 credits)
Possessing an insurance-related qualification is advantageous
At least 5 years of relevant experience in underwriting oversight and audit management
A comprehensive understanding of non-life short term insurance
Commercial Lines insurance experience
A comprehensive knowledge of non-life... short-term insurance underwriting processes and associated complexities
Proven track record of underwriting experience e.g., assessing exposure, understanding risk reports, underwriting levels and risk rating
Problem solving skills
Must be able to work in Word and Excel
General office administration knowledge
Must be able to handle pressurized environments
Requires strong attention to detail and a commitment to maintaining accuracy
Basic system operating knowledge essential


Duties & Responsibilities


Provide consistent monitoring and evaluation of outsource business, broker binder business and UMA’s portfolio’s
Fundamental proficiency in system operations is essential
Provide support to all GGI internal stakeholder where required
Maintaining and building relationships with Outsource and Broker Binder Business Partners
Conduct Due Diligence reviews on new partners
Compiling, tracking and management of audit findings
Recommend and guide the implementation of appropriate measures in line with all audit findings
Advise on and support the implementation of appropriate underwriting measures in response to audit findings
Take appropriate underwriting measures in response to audit findings
Build and maintain internal and external relationships with all key stakeholders
Stakeholder engagements within various internal and external divisions and partners
Must be capable of working independently more

Requirements


Qualified or nearly qualified actuary;
At least three (3) years’ relevant experience preferred;
Experience with RiskAgility Financial Modeller will be advantageous;
Good knowledge of discretionary participation business as well as structured and/or guaranteed investments;


Duties & Responsibilities

The incumbent will be co-responsible for the... following:


Ongoing management of retail discretionary participation business, including but not limited to the oversight, evaluation and projection of assets and liabilities;
Identifying improvements to the discretionary participation book or the management thereof, including obtaining approval for the changes from the various governance forums;
Assisting in the development of corporate structured and/or guaranteed investments including conducting the necessary quantitative analysis, solution research, stakeholder engagement, compiling detailed product specifications and preparation of product approval documents for the various governance forums;
Reviewing and proposing changes to discretionary participation business management actions;
Recommendation of bonus rates (interim, final, claim, reversionary or terminal where applicable) for discretionary participation business;
Review and update of the bonus philosophy which may require creating new bonus smoothing formulae;
Building, updating or reviewing appropriate models in order to quantify financial impacts appropriately;
Reviewing and proposing changes to the segment Principles and Practices of Financial Management (PPFM);
Managing the implementation of statutory and contractual requirements for retail discretionary participation business;
Mitigating financial, legal, reputational and other pertinent retail discretionary participation business risks by ensuring administration systems are continuously rigorously tested for adherence to contractual obligations;
Mitigating operational risks by adding a layer of governance to manual processes inherent within retail discretionary participation business;
Reviewing legal documentation (for example, client contracts, counterparty agreements, etc.);
Actuarial, compliance and performance reporting for retail discretionary participation business;
Establishing and maintaining strong relationships with various internal and external stakeholders and assisting them in analysing, supplying and translating information on retail discretionary participation business;
Driving projects to completion within stipulated timelines;
Undertaking ad-hoc actuarial tasks including the resolution of technical queries. more

Requirements


Matric or qualification equivalent to matric essential
At least six months experience in a call centre beneficial


Duties & Responsibilities


The Broker Sales Administrator will primarily be responsible for converting leads into quotes with minimum quantity and quality targets that are in place including, but not limited to:
Achieve monthly quote target
Achieve... conversion targets
Maintain below threshold complaints to workload ratio
Quality minimum standard to be achieved
Uphold and perform within service levels more

Requirements


Grade 12 (Matric)
FAIS – Completed RE5 Certificate and Credits (60 credits)
Possessing an insurance-related qualification is advantageous
At least 5 years of relevant experience in claims oversight and audit management
A comprehensive understanding of non-life short term insurance
A comprehensive knowledge of non-life short-term insurance claims processes and... associated complexities
Problem solving skills
Must be able to work in Word and Excel
General office administration knowledge
Must be able to handle pressurized environments
Requires strong attention to detail and a commitment to maintaining accuracy
Basic system operating knowledge essential


Duties & Responsibilities


Audit and monitor monthly reports, float recons and bordereaux requests
Provide consistent monitoring and evaluation of Outsource business, Broker Binder business and UMA’s portfolio’s
Fundamental proficiency in system operations is essential
Provide support to all GGI internal stakeholder where required.
Maintaining and building relationships with Outsource, Broker Binder Business and UMA Partners
Conduct Due Diligence reviews on new partners.
Compiling, tracking and management of audit findings
Recommend and guide the implementation of appropriate measures in line with all audit findings
Build and maintain internal and external relationships with all key stakeholders.
Stakeholder engagements within various internal and external divisions and partners
Must be capable of working independently more

MINIMUM QUALIFICATIONS:


LLB
Admitted Attorney or Advocate
LLM (added advantage) 


MINIMUM EXPERIENCE:    


1-3 years post admission, litigation management and commercial agreements drafting experience as a legal advisor in the insurance and financial services industry  


Duties & Responsibilities

INTERNAL PROCESS:


Provide strategic guidance on Intellectual Property... (IP) management and provide contractual advice on IP matters for the Group
Manage and contribute to effectiveness of the Group IP Portfolio and handle a variety of IP related legal matters
Support business units in liaison with specialist IP law firms to provide a full range of patent, trademarks, copyright and design support functions, including filing preparations and prosecution, opinions, drafting and negotiating licenses, development and research collaboration agreements
Draft and vet commercial agreements, contracts and agreements
Draft and review commercial agreements for a variety of Momentum Group entities where general guidance will be required to adequately manage legal risks
Keep a repository for all legal agreements in accordance with Protection of Personal Information Act specifically dealing with record management, record keeping and data processes
Monitor relevance of legal documentation to ensure consistency across business to mitigate against risks and comply with legal standards
Evaluate the merit of potentially litigious disputes and consult with the relevant stakeholders to protect the interests of the business area
Draft legal summaries of relevant case law and financial services regulatory instruments
Provide annual and quarterly statutory reporting submissions to the South African Reserve Bank for group (Foreign Direct Investment’s)
Liaise with authorised dealers and attend to general queries in relation to the Exchange Control Regulations
Compile legal reports for group wide legal projects


CLIENT PROCESS:


Build and maintain effective business relationships with relevant stakeholder to manage service delivery in line with business expectations and requirements
Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service
Ensure high client service levels and the fair treatment of clients within area of responsibility


FINANCIAL PROCESS:


Contribute to the financial budgeting process within area
Identify opportunities to enhance cost effectiveness and increase operational efficiency
Manage financial and other company resources under your control with due respect
Provide input into the risk identification processes and communicate recommendations in the appropriate forum


PEOPLE PROCESS:


Continuously develop expertise in terms of industry and subject matter knowledge, applying it effectively to deliver specialized contributions and stay ahead in the field
Positively influence and manage change, offering specialist support where required to facilitate smooth transitions and drive organizational growth
Contribute to continuous innovation by developing, sharing, and implementing new ideas, actively involving colleagues and staff to enhance the organization's practices
Participate and contribute to a culture of work-centric thinking, productivity, service delivery, and quality management, promoting a positive work environment and efficient operations
Take ownership of driving personal career development, proactively seeking growth opportunities, and advancing professional skills more

EXPERIENCE AND QUALIFICATIONS


Matric
1 - 3 Years' employee benefits or other insurance experience would be advantageous, but is not a requirement
Previous legal drafting, legal secretarial or paralegal experience in any industry would be advantageous, but is not a requirement


Duties & Responsibilities


Accurately draft and maintain retirement fund special rules and employee... benefit insurance policies that complies with legislation, client requests as well as fund administrator and insurer conditions
Ensure that the special rules are registered with the Financial Sector Conduct Authority (FSCA) and timeously respond to FSCA queries
Once competent, assist with checking of drafts completed by less experienced drafters
Attend to requests received in central mailbox and ensure that requests are resolved timeously and effectively
Continuously update postbooks, workflow and document management systems regarding own work
Maintain consistent service delivery to ensure client satisfaction
Ensure turnaround times are met as set out in our service level agreement
Maintain extensive Momentum Corporate product knowledge to effectively and accurately respond to queries
Adhere to organisational best practice and legislative requirements
Ensure all risks are mitigated and escalated where necessary
Ad hoc drafting project work more

Requirements


5 - 7 years experience as a business system analyst, product owner, or process engineer
Experience with SQL, and ability to write queries to interegate data
Preference will be given to candidates who have worked on insurance policy administration systems
Preference for Bachelor's degree in Business Administration, Information Technology, Computer Science, or a related... field
CCBA certification (desirable)
CBAP certification (desirable)


Duties & Responsibilities

INTERNAL PROCESS

Business Analysis and Subject Matter Expertise:


Serve as the SME for the OIPA system and all products implemented on this platform.
Understand and interpret business requirements, translating them into clear and actionable technical specifications.
Collaborate with stakeholders to gather, document, and validate business requirements for system enhancements and new features.


System Support and Troubleshooting:


Act as a point of contact between business stakeholders, developers, and testers.
Ensure that technical teams have a clear understanding of business requirements and priorities.
Validate that developed solutions align with business needs and are tested thoroughly before deployment.


Data Analysis and Reporting:


Extract, analyze, and interpret system data to provide insights and resolve processing discrepancies.
Create reports and dashboards to communicate findings and recommendations to stakeholders.


Continuous Improvement:


Identify opportunities for process and system optimization to enhance operational efficiency and user experience.
Stay updated on industry trends, best practices, and advancements in OIPA and insurance domain technologies.


CLIENT


Build and maintain relationships with clients and internal and external stakeholders.
Deliver on service level agreements applicable to clients and internal and external stakeholders in order to ensure that client expectations are managed. Make recommendations to improve client service and fair treatment of clients within area of responsibility.
Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery. Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.


PEOPLE


Contribute to creating a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
Contribute to and drive a culture that guides and directs best practice, fostering an environment of continuous learning, people growth and improvement and cohesiveness.
Effectively manage your performance within the team in order to ensure business objectives are achieved.
Be and encourage innovation, change agility and collaboration within the team.


FINANCE


Identify solutions to enhance cost effectiveness and increase operational efficiency.
Manage financial and other company resources under your control with due respect.
Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy. more

Requirements


Minimum 120 FAIS Credits (NQF Level 5)
At least 10 years commercial and corporate underwriting experience in an insurance company
Insurance qualification would be an added advantage
RE5 Short Term (Commercial and Personal Lines)
Knowledge of Sasria and Sasria regulations


Duties & Responsibilities


Issuing and assisting in the structure of the First Party... solutions
Ensuring adherence to professional standards of service and compliance with all legislative and licensing requirements
Providing technical underwriting expertise and support to Product Owners, UMA’s and Portfolio Managers
Ensuring that 100% Reinsurance deals are managed and controlled
Ensuring that UMA and NMI Binder Holders are adhering to agreed mandates
Monitoring the underwriting performance of the various cell facilities
Developing / reviewing rating guidelines for the UMA’s and NMI Binder Holders
Performing Due Diligence on New Business prospects prior to Binder of Cell Agreements
Performing client reviews as per the review programme
Assisting in development of new products and the revision of existing ones
Reviewing and drafting new policy wordings as required
Reviewing and ensuring that Policies are issued in accordance with the reinsurance slips for all 100% reinsurance deals
Ensuring compliance with all legislative and licensing requirements
Providing technical advice to Portfolio Managers and Product Owners
Special Projects
Collaboration with Compliance Areas
Ensuring that the Sasria function is controlled and ensuring that the processes are adhered to more

EXPERIENCE AND QUALIFICATIONS


Matric
1 - 3 Years' employee benefits or other insurance experience would be advantageous, but is not a requirement
Previous legal drafting, legal secretarial or paralegal experience in any industry would be advantageous, but is not a requirement


Duties & Responsibilities


Accurately draft and maintain freestanding and umbrella retirement fund... rules and special rules as well as risk, annuity and investment insurance policies that complies with legislation, client requests as well as fund administrator and insurer conditions
Ensure that the special rules are registered with the Financial Sector Conduct Authority (FSCA) and timeously respond to FSCA queries
Once competent, assist with checking of drafts completed by less experienced contract specialists
Attend to requests received in central mailbox and ensure that requests are resolved timeously and effectively
Continuously update postbooks, workflow and document management systems regarding own work
Maintain consistent service delivery to ensure client satisfaction
Ensure turnaround times are met as set out in our service level agreement
Maintain extensive Momentum Corporate product knowledge to effectively and accurately respond to queries
Adhere to organisational best practice and legislative requirements
Ensure all risks are mitigated and escalated where necessary
Ad hoc drafting project work more

Requirements


Matric
Degree in Health Sciences (Occupational Therapy, Physiotherapy,Psychology)
5+ years experience in life insurance claims would be beneficial
Relevant insurance knowledge, applicable regulatory requirements and legislations would be beneficial


Duties & Responsibilities


Assist with development and execution of an industry renowned claims assessment... methodology across Critical Illness, Income Protection and Lump Sum Disability benefits through continuous development interventions for assessors based on current best industry and company practices and technological enablers.
Ensure that assessment methodology and execution is in line with legislation and best practices within the financial management field in order to optimise the claims assessment skill development of assessors.
Understand the regulatory framework, insurance related court decisions and/or determinations by regulatory bodies, governing bodies etc. that could impact the way claims are processed or handled.
Collaborate with business stakeholders to determine the product and technical assessing approach and implement the execution of training interventions.
Partner and collaborate with both internal and external stakeholders, not limited to product development, underwriting, CMO, reinsurance partners to improve claims' training assessment interventions.
Manage the quality of training interventions for groups and individual to ensure the correct skills, knowledge and behaviour is embedded.
Analyse technical assessment quality and make recommendations for improvement of assessor's skills.
Assist with the quality audit of claims assessment and align assessing training and development in order to improve assessor's skills.
Recommend training opportunities (formal and informal) aligned to assessor skills gaps, in order to enhance processes and increase effectiveness
Manage and implement training activities with the specific aim to increase and improve assessing skill and efficiencies.
Coach and guide assessors to improve their assessment skill and interpretation of claims assessment.
Sign off assessments within the delegated authority level and required service levels aligned to product and policy requirements.
Assist with continuous improvement efforts through the identification of opportunities, cost reduction, improvement on the quality of claims decisions and systems enhancement.
Providing insight, knowledge, assistance and provide testing support where necessary as part of the development and maintenance of all claims systems to improve quality and efficiency.
Assist with the review of all claims policies, practices, forms and documentation to ensure that our risk management standards are met and aligned to relevant product changes and legislative updates.
Assist with the delivery of accurate and timeous reporting, analysis and insights where required, and implementation of findings into the execution of claims assessment to improve the client experience and risk management.
Build and maintain relationships with clients, internal and external stakeholders
Deliver on service level agreements with all stakeholders to ensure that client expectations are met and managed
Make recommendations to improve client experience and fair treatment of clients within area of responsibility
Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
Ensure compliance to regulatory Treating Customer Fairly outcomes
Develop and maintain productive and collaborative working relationships with peers, team members and stakeholders
Positively influence and participate in change initiatives
Continuously develop own expertise in terms of professional, industry and legislation knowledge
Contribute to continuous innovation through the development, sharing and implementation of new ideas
Take ownership for driving career development
Responsible to manage, identify and mitigate risk through the adherence of the claims process
Identify to enhance cost effectiveness and increase operational efficiency
Manage financial and other company resources under your control with due respect Provide input into the risk identification processes and communicate recommendations in the appropriate forum. more