Quotation and Group Risk Specialist
CA Financial Appointments
Cape Town
6d ago
source : JustTheJob.co.za

Cape Town - Looking to take the next step in your career? A financial services business is seeking a Quotation and Group Risk Specialist to join their team.

The role will allow you to use both your retirement fund experience and group risk background. The successful candidate will have previous experience in retirement funds with strong understanding of the different group risk offerings from various insurers.

Responsibilities : Manage the filing protocol for new quote and existing quotation requests, and continuously improve the process Interrogate and analyse quotation data and benefit design in order to generate a rebroke request Log any new and revised quotation requests onto the SURF quotation workflow and update the various steps on the workflow Prepare rebroke report (once group risk rates are available), then SURF quotation and proposal Ensure that TCF is understood and practiced by the funds and stakeholders Requirements : Relevant tertiary qualification RE5 would be advantageous Strong knowledge of the Pension Funds Act, Income Tax Act, Long-Term Insurance Act

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