About Us

Careers @ Ambiton

Do you feel that you have what it takes to add value to our excellent team? 

In keeping with our Industry laws, we are regrettably unable to employ persons with criminal records, bad credit history, or those specifically barred from working within the Industry. Further to these requirements, we look for exceptional individuals who are client-centric and self-motivated in their approach to business. Our standards are high - much like our client's expectations!


We currently have the following vacancies available:

SHORT TERM DEPARTMENT MANAGER:

Underwriting:

To ensure the delivery of exceptional service to clients, consistent with the vision and mission of the company and the department objectives. Service to clients in this department should be of a high quality and should result in growth of the existing Short Term book. Oversee and provide meaningful direction and guidance to the underwriters in their assessment and evaluation of the risks considered. To act as the voice of reason when decisions are taken to accept risk or not. Monitor and motivate the team to meet all regulatory and SLA time-frames and deadlines.

Claims:

Attend to the oversight of the Claims Department, ensuring that meaningful direction and guidance is provided in complex and problem claims where the Company’s risk is significant. Monitoring and Reporting on all claims outcomes aligned with TCF principles for clients and ensuring the department complies strictly with the standard Ambiton Claims processes and procedures. Closure of claims should result in rectification or modification of coverage, placing the client in a more secure position in future as well as the enhancement and development of the Sales Executives.

Sales:

Encourage, motivate, strategize and drive the Sales team to success in meeting and exceeding all Sales Targets, increasing company profits. Oversee, monitor and provide meaningful guidance to the Sales Executives by applying in-depth knowledge of risks and the short-term insurance market so that the solutions offered to clients are suitable and comply with TCF principles. Ensure that the department is servicing all client needs adequately and efficiently. The sales team should embrace the brand and be true ambassadors of the Company’s values and ethics.

Education and Experience required:

  • Grade 12 (Matric) qualification
  • Full Insurance / Financial Related Tertiary Qualification (acknowledged by the FSCA) – non negotiable
  • RE5 examination non-negotiable
  • Registered Fit & Proper FAIS Representative status required (i.e. not acting under Supervision)
  • Reputable in the insurance industry with good existing relationships within the sector
  • Excellent command of the Afrikaans language (Written and Spoken)
  • Minimum of 5 years Short Term Insurance Experience – non negotiable
  • Minimum of 3 years in a management role – non negotiable
  • 3-5 years’ experience on the Cardinal System
  • Class of Business: Short Term Personal Lines (where applicable)
  • Class of Business: Short Term Commercial Lines (where applicable)
  • Proven Track record of relevant Continuous Professional Development (CPD) in the previous and current CPD cycles (where applicable)
  • Product Specific Training Certificates of all products previously marketed and / or worked with, together with un-depth knowledge of different insurer wordings and exclusions.
  • In-depth short-term insurance knowledge essential
  • Experience gained in compliance and risk management within an FSP
  • Executive level reporting experience

This role requires a large spectrum of duties which have not been included here. Kindly request more specifics on the role from hr@ambiton.co.za, clearly indicating which position you are applying for. Should you not meet the minimum requirements of the role or have not heard back from us within 14 days, please consider your application unsuccessful.

CORPORATE RECEPTIONIST:

To provide service excellence daily by being the face of the Company and first point of contact with external parties, albeit clients or suppliers. To welcomes visitors by greeting them, in person or on the telephone, answering or referring inquiries to the responsible person. Directs visitors by maintaining employee and department whereabouts and venue availability. Responsible for the appearance and venue readiness of each meeting room throughout each day and to ensure that the movements of all employees within the premises are accurately monitored and recorded. Assists with other ad hoc administrative functions for all departments as and when needed in alignment with a supporting function to all management and staff.

Main job tasks and responsibilities:

  • Performing Reception duty by receiving clients, making of appointments, advising staff of clients waiting
  • Performing Switchboard duties by taking external calls, consult with different departments, rerouting calls and taking messages
  • Performing administrative duties by:
  • Sourcing, providing and circulating Birthday lists daily and before weekends
  • Ensuring the correct contact and address information from clients on Ambiton Database
  • Wrapping of all gifts
  • Sending e-mails on birthday messages
  • Attend to all postal and courier activities
  • Typing up of documents
  • Compiling of files
  • Making copies of document
  • Extracting, Compiling and Distributing the Birthday e-mails daily
  • Any further clerical/administrative duties that may be given from the department heads or Management as and when needed
  • Performing oversight activities by taking responsibility of acceptable cleanliness of reception area, boardrooms, meeting rooms.
  • Taking responsibility of keys in your possession.
  • All other reasonable duties that might be assigned from time to time (this could include shopping, running errands, making coffee, helping setup for an event, driving for delivery and collection of goods).
  • Minimum Requirements:
  • Grade 12 qualification
  • Excellent command of the Afrikaans language (reading, writing and speech)
  • Code 8 Drivers license and own vehicle essential

Kindly request more specifics on the role from hr@ambiton.co.za, clearly indicating which position you are applying for. Should you not meet the minimum requirements of the role or have not heard back from us within 14 days, please consider your application unsuccessful.

POLICY SERVICING ADMINISTRATOR

To assist in the Life department to provide service excellence in daily tasks when assisting colleagues and clients with queries, portfolios, values, advice, and market analysis. This position should provide meaningful and accurate information to satisfy requests, queries, and claims. It should always ensure that the client experiences service excellence. This position acts as a support arm to the client facing roles and should provide administrative support to those attending appointments and client meetings. The ability to schedule and prioritize workload will be crucial to meet deadlines and contribute positively to the team as a whole.

General Duties:

  • Obtaining latest values from companies and knowing the different products.
  • Obtaining Internal rate of returns on different investments and capturing/analyzing the data
  • Making recommendations on different investment portfolios and finding solutions by switching their portfolio according to their risk profile
  • Analyzing the market movements and updating reports
  • Investment servicing which includes but is not limited to the following: Switches, rebalances, Repurchases, Fee re-negotiations, Income revisions and Ad hoc contributions. This includes debit order activations/cancellations, Investment queries, CGT calculations, etc.
  • Processing of Life claims – Obtain medicals from doctors, examine the reports and identify, if possible, claim.
  • Identify possible leads from life claim payments or maturities
  • Updating of portfolios – accuracy in data/value capturing. Attention to detail is very important as company will be held liable if incorrect amounts are quoted.
  • Dealing with day-to-day client queries or client services such as beneficiary changes, recording/cancelling cessions, debit order amendments, billing/payment queries, withdrawals/repurchases, premium holidays, etc.
  • Dealing with Maturities – updating the registers, making contact with clients, etc.
  • Interactive reassessment registers – keeping this updated and making contact with clients
  • Dealing with all aspects on monthly unpaid debit orders.
  • Assisting with the retention process
  • Scanning and deletion on instruction
  • Updating registers
  • Any ad hoc duties as and when required
  • Education and Experience required:
  • Grade 12-qualification
  • Be Fully bilingual (English & Afrikaans)
  • Computer skills and knowledge (especially of Word, Excel, Outlook, Internet)
  • Life Assurance products – Know the different types of insurance products, limits and restrictions.
  • Tax implications and benefits – How tax will be applied in the event of retirements / death/ disability; fringe benefits and when benefits will be tax deductible.
  • Investments - Know and understand how to read market movements/fluctuations; income revisions and portfolio rebalances/switches).
  • Commission structures – Different commission applies to different products therefore it is vital that the correct commission is applied. Know the difference between the maximum and minimum on each product.

Kindly request more specifics on the role from hr@ambiton.co.za, clearly indicating which position you are applying for. Should you not meet the minimum requirements of the role or have not heard back from us within 14 days, please consider your application unsuccessful.

CERTIFIED FINANCIAL PLANNER / PARAPLANNER

Sales executives are the key point of contact between an organization and its clients: answering queries, offering advice and introducing new products. Performing a wide range of administrative and support activities which require methodical and meticulous thinking in order to generate and monitor risk benefit plans, estate plans, retirement and investment plans, following the 6 steps of Financial Planning to ensure the successful preparation of client files for client appointments, working hand-in-hand with the Financial Advisors.

Minimum Requirements:

Grade 12 (Matric) qualification
  • Full Tertiary Qualification acknowledged by the FSCA is essential (i.e. BCom)
  • Post Graduate in Financial Planning will be advantageous
  • Certified Financial Planner Status (& Membership through FPI) will be advantageous
  • RE5 examination non-negotiable
  • Be fully bilingual (English & Afrikaans)
  • Driver’s License and Own Reliable Vehicle Essential
  • In-depth short-term insurance knowledge essential
  • In-depth long-term insurance knowledge essential
  • Class of Business: Long Term Insurance (if DOFA date is after 1 April 2018)
  • Class of Business: Pension Fund Benefits (if DOFA date is after 1 April 2018)
  • Class of Business: Investments (if DOFA date is after 1 April 2018)
  • Class of Business: Long- & Short-Term Deposits (if DOFA date is after 1 April 2018)
  • Class of Business: Health Service Benefits (if DOFA date is after 1 April 2018)
  • Proven Track record of relevant Continuous Professional Development (CPD) in the previous and current CPD cycles
  • Product Specific Training Certificates of all products previously marketed and or worked with
  • Computer skills and knowledge (especially of Word, Excel, Outlook, Internet) and knowledge of operation of standard office equipment
  • Knowledge of clerical and administrative procedures and systems, such as filing and proper record keeping
  • Knowledge of principles and practices of basic office/administrative management
  • Life Assurance products – Know the different types of insurance products, limits and restrictions.
  • Tax implications and benefits – How tax will be applied in the event of retirements / death / disability; fringe benefits and when benefits will be tax deductible.
  • Investments - Know and understand how to read market movements / fluctuations; income revisions and portfolio rebalances / switches).
  • Commission structures – Different commission applies to different products therefore it is vital that the correct commission is applied. Know the difference between the maximum and minimum on each product.

Kindly request more specifics on the role from hr@ambiton.co.za, clearly indicating which position you are applying for. Should you not meet the minimum requirements of the role or have not heard back from us within 14 days, please consider your application unsuccessful.

BBBEE: FINANCIAL ADVISOR / BROKER (LONG & SHORT TERM INSURANCE)

Sales executives are the key point of contact between an organization and its clients: answering queries, offering advice and introducing new products. A Short Term and Life Sales Executive will apply in-depth knowledge of risks and the insurance market to find and arrange suitable insurance policies and cover for a portfolio of clients. Such a person will act as an intermediary between clients, and insurers ensuring clients’ needs are adequately covered in all aspects. To provide service excellence daily, embracing the brand and being a true ambassador of the Company values and ethics. Facilitate the finalization of sales, increasing company profits, meeting and exceeding allocated targets. Finding appropriate solutions which require methodical and meticulous thinking in order to generate and monitor risk benefit plans, estate plans, retirement and investment plans and always in alignment with the 6 steps of Financial Planning.

Education / Experience / Knowledge required:

  • Grade 12 (Matric) qualification
  • Full Tertiary Qualification acknowledged by the FSCA is essential
  • RE5 examination non-negotiable
  • Be fully bilingual (English & Afrikaans)
  • Drivers License and Own Reliable Vehicle Essential
  • In-depth short-term insurance knowledge essential
  • In-depth long-term insurance knowledge essential
  • Class of Business: Short Term Personal Lines (if DOFA date is after 1 April 2018)
  • Class of Business: Short Term Commercial Lines (if DOFA date is after 1 April 2018)
  • Class of Business: Long Term Insurance (if DOFA date is after 1 April 2018)
  • Class of Business: Pension Fund Benefits (if DOFA date is after 1 April 2018)
  • Class of Business: Investments (if DOFA date is after 1 April 2018)
  • Class of Business: Long- & Short-Term Deposits (if DOFA date is after 1 April 2018)
  • Proven Track record of relevant Continuous Professional Development (CPD) in the previous and current CPD cycles
  • Product Specific Training Certificates of all products previously marketed and or worked with
  • Computer skills and knowledge (especially of Word, Excel, Outlook, Internet) and knowledge of operation of standard office equipment
  • Knowledge of clerical and administrative procedures and systems, such as filing and proper record keeping
  • Knowledge of principles and practices of basic office/administrative management
Kindly request more specifics on the role from hr@ambiton.co.za, clearly indicating which position you are applying for. Should you not meet the minimum requirements of the role or have not heard back from us within 14 days, please consider your application unsuccessful.