Administrator: Marketing Support & Sales Intelligence (Insurance)

Our client in the Insurance industry is seeking Administrator: Marketing Support & Sales Intelligence to join their team in Pretoria East.

Should you meet the above requirements, please email your CV to hilda@aaaa.co.za  - Copy of ID, qualifications and latest payslip

Responsibilities: 

Comply with FAIS Regulation

• Comply with Marketing Sales Administration manual in accordance with legislative, industry and regulatory body requirements
• Screen and select candidates effectively and efficiently and provide feedback to Sales Managers
• Comply with FIT and Proper requirements for new recruitments
• Update appointments and terminations on the FSB register within required time frame
• Conduct bi - annual accreditations on products, legislations, code of conduct and FIT and Proper status and issue updated disclosure letters
• Maintain record keeping on all intermediaries and render support to Sales

Validate appointments of Representatives and Juristic Representatives

• Receive information from GSDM for appointments or terminations and action accordingly
• Follow up on all incomplete documentation and send back to relevant parties before pre-approval of appointments
• Pre-approve new appointments (Criminal, ITC, Fit & Proper Requirements & FSB Register)
• Identify candidates for training for Assupol Life
• Process issuing contracts, disclosure letters and code of conducts to representatives and juristic representatives
• Ensure that all contracts are signed properly before scanning and filing
• Update the appointment and termination spread sheet for uploads to FSB
• Coordinate bridging allowances to representatives within required time frame
• Recon appointments on production yearly
• Recon Group Scheme reps on a monthly basis by comparing commission with production