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1
Job Description:
Are you passionate about providing exceptional client service and supporting sales efforts? We are seeking a Client Services and Sales Support Specialist to deliver professional first-line support to our valued clients and assist our sales team in achieving their goals. If you're dedicated, detail-oriented, and customer-focused, we want to hear from you.
Key Responsibilities:
1. Client Services:
Adhere to client service procedures, including handling maturities, policy contracts, loan applications, cancellations, amendments, financial and general inquiries.Update client personal details and maintain accurate AIMS notes.Provide clients with correct and accurate advice on our products and services (Treating Customers Fairly - TCF).Inform clients about changes to their policies, ensuring compliance with TCF principles.Collaborate with relevant departments to resolve client queries.Maintain the required business retention rate.Address and handle all client complaints and inquiries.Escalate complaints to the Office Manager and Complaints Handling Officer.Follow the prescribed complaints procedure.Handle incoming calls and assist walk-in clients.
2. Claims Administration:
Verify claims documents following standard procedures.Assist clients in completing claim forms.Submit all received claims to Head Office.Submit any outstanding documentation as requested by Head Office.Keep the claims register up to date.
3. Client Cancellations:
Advise clients on the cancellation process and the potential disadvantages.Retain policies by proposing alternative options, such as loans or partial surrender paid-ups.Inform the relevant Sales Manager of the intended cancellation for retention purposes.Follow the standard cancellation procedure upon the client's request.
4. Demutualization Process Administration:
Capture client information accurately.Inform clients of the status of their shares.Update client information in the AIMS systems.Register and forward relevant documentation to Head Office.
5. Office Administration:
Manage mail and fax communications.Prepare statistical reports as required.Assist with data capturing when necessary.Encourage clients to complete satisfaction surveys.
6. Fit and Proper Requirements:
Adhere and comply with FSB board notices in terms of FAIS.Maintain proper documentation and filing procedures.Keep record systems up to date.Ensure the proper filing and retention of docume...
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1d
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Seeking an experience long term insurance customer service / branch administrator to join our client towards Taung in the North-West.
Attend to client policy amendments
Resolve all client queries in a timely manner
Assist clients with the accurate completion of their claims documents
Keep abreast of the client retention rate
Inform client of their share updates
Data capturing
Must have:
Matric
RE 5 certificate
CPD (Pension, long term, investment) certificate
Valid DOFA date
FSCA related qualification would be a plus
No less than 2 years' long term insurance industry experience, working as a customer service / branch administrator for no less than 1 full year
Excellent report writing skills
Process driven
Deadline driven
Energetic
Excellent English communication - verbal and written
Advantageous - Category A, B, C and retail benefits
Clear credit (ITC), Crim
Contactable references
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1d
1
Description
Main PurposeTo recruit, maintain and develop sales representative and brokers and set targets.
Develop and maintain sales and marketing plan
Develop an integrated sales & marketing planImplement and align marketing plan with regional plan and submit to managementReview and update strategic plan on a regular basicCompile report on progress made on strategic planCommunicate strategic plan to sales representatives
Perform recruitment and selection process for sales representative
Advertise and market representative positions through presentationsSelect applicants in accordance with FSCA requirements implementation of assessment selection battery
Conduct training to sales representative
Facilitate the pre-course and post-course trainingResponsible for on-the-job assessment of representatives
Conduct coaching process
Give technical support and motivation to representativesCoach representatives on improving their selling skillsProvide recognition through performance management system
Conduct training to brokers
Ensure brokers are equipped with sufficient office documentation e.g. application formsHandle administration queries on behalf of dedicated brokersCheck business methods of dedicated brokers and advise accordinglyUpdate brokers on products and services regularlyEnsure computer software of brokers are up to date in respect of products and servicesBuild professional business relationships with brokers
Identity and develop new and current markets
Identify, penetrate and develop new marketsNegotiate stop order marketsMaintain contacts with key decision makers and insurance industry resources (new and existing)Retain and increase market share in existing marketsManage the business retentionConduct products presentations in the market
Maintain production targets and retain business
Ensure and monitor set production targets are achievedMaintain business retention
Comply with FAIS requirements
Supervise representative when rendering services under supervisionSubmit supervision evidence to MSSI on a monthly basisMentor and train supervisee to ensure that they have a proper understanding of productsObserve meetings between representative and clients
Compliance
ComplaintsNumber of complaints ReceivedNumber of complaint referred for invest...
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1d
1
Klerksdorp #SHIFTINTOHIGHCAREER to a successful Multinational Company that requires the services of a Group Finance AccountantMinimum RequirementsExperience in preparation of accounts, trial balances, financial statements, preparing of budgets and forecasts, and conducting financial analysis and interpretation of variances across different business units or company-wide joint venturesMust have at least 5 years’ experience as an AccountantRelevant BCom Accounting degree | SAICA/SAIPA articles essentialCandidate in the process of completing their Honours | CA Board exams will be given preferenceMust be able to work under pressureMust have contactable referencesSalary StructureSalary package negotiable
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2y
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2y
1
*Reference: PTA000768-JL-1*
A leading debt collection company based in North-West, Potchefstroom is looking for a Debtors Manager to join their team. The successful candidate must come with strong debtor’s experience.
*Minimum Requirements:*
* Matric and a relevant degree.
* 3-5 Years’ experience in a similar role.
* Experience in managing staff.
* Strong experience in Pastel and Microsoft Excel
*Roles and Responsibilities:*
* Duties will be discussed in the interview.
*Closing Date:*
Submissions for this vacancy will close on 7 February 2022, however you will still have the opportunity to submit your CV for this position till 24 February 2022.
*Please Note:*
Thank you for submitting your CV to Marvel Placement Consultants. We value your submission, and we try our utmost best to get back to each applicant. However, should your application be successful, we will be in contact with you. Should you not hear from us within two weeks of application, please consider your application as unsuccessful. We are however recruitment specialists and will keep your details on our database for possible future opportunities.
*PoPI Act:*
Please note that Marvel Placement Consultants adhere to the POPI Act (Act No. 4 of 2013: Protection of Personal Information Act, 2013). Section 9 of PoPI states that “Personal Information”.
R
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2y
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Primary School Financial AdministratorJob category: Finance/Administrative Location: Golfview, Mafikeng, North WestContract: Fixed Term Contract/Permanent School: Private Primary SchoolSalary: R6 000 - R 10 000 per monthResponsibilitiesThe schools Financial officer has oversight of the basic accountancy functions at the school such as:* Contributing to the development and maintenance of financial systems and processes* Auditing school accounts - Operation of all bank accounts, ensuring that a full reconciliation is undertaken at least once per month* Monitor all accounting procedures * Ordering, processing and payment for all goods and services provided to the school* Maintaining an assets register* Preparation of invoices and collection of fees and other dues, taking legal action where necessary to recover bad debts* Liaise with parents with regard to regards to outstanding fees.* Prepare the annual financial accounts and liaise with the school’s auditors in the preparation of the school’s annual Financial Reports* Validating Expenses claims* Payroll and HR Administration SupportSkills Required* Leadership qualities* Good communication (both written and spoken) and interpersonal skills* Organisational and time management skills* Unquestionable personal integrity with a keen sense of fairness, able to balance the competing demands within the schools with staff, students, parent expectations and organisational resources* High level of personal responsibility and corporate obligation with a results focus and a strong sense of accountability* High level of professionalism and conduct * Ability to represent the school and act as an ambassador* Treat pupils, parents, guardians and staff members with dignity; building relationships rooted in mutual respect, and at all times observe proper boundaries appropriate to their professional position. * Have regard for the need to safeguard pupils’ wellbeing, in accordance with statutory provisions. * Maintain the confidentiality of data and information. Qualifications and Experience• Strong knowledge of Finance and Accounting principles • Experience in Account Reconciliation and Account Management • Excellent communication and customer service skills • Proficient with MS Office and Accounting Software • Knowledge and experience of SA-SAMS will be beneficial• Creditors experience beneficial• Attention to detail and ability to manage multiple tasks simultaneously • Degree/ Diploma in Accounting or Finance is mandotory (or equivalent experience)If you are interested in this opportunity, please email your - Curriculum Vitae (CV) with certified documents - Cover letter (optional)to solidprimary@gmail.comIf you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.With Thanks,Solid Foundation Private Primary School Management
1mo
1
*Reference: NFP011119-MR-1*
Are you a qualified CA(SA) tired of the city life, seeking an opportunity to pursue a flourishing career while still living a quieter life? Get in contact with me to find out more about the fantastic opportunity.
*Job & Company Description*
One of South Africa’s largest agricultural concerns is looking to add exceptional qualified Chartered Accountants to their rapidly growing group. This concern has been functioning for well over a century proving strong alliances and a workforce that is committed to innovative solutions. What really makes this company stand out is their workplace culture, a large company in a small town with a family-like feel when walking through their doors.
I have various opportunities for Chartered Accountants in the North-West Province. If this sounds like a place where you would like to put down your roots, with schools in the top 10 in South Africa and a big sense of community, then apply today to find out more about the various opportunities.
*Education *
* CA(SA)
*Job Experience & Skills Required:*
* 0-5 years’ post-article experience
* Agricultural industry experience advantageous
If you are interested in this opportunity, please apply directly. For more General Finance, CIMA related roles and CA(SA) jobs, please visit (www.networkrecruitment.co.za)(http://www.networkrecruitment.co.za/) or connect with me on LinkedIn at (https://www.linkedin.com/in/megan-rogers-864135178)(https://www.linkedin.com/in/megan-rogers-864135178)
Reach out to me directly if you are passively looking in one of our niche areas to hear more about roles that we are not advertising:
* Financial Manager
* Financial Director
* CFO
* Financial Accountant
* Cost Accountant / Factory Accountant
* Management Accountant
* Financial Analyst (FP&A)
* Finance Business Partner
* ACMA / CGMA
If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
For more information contact:
Megan Rogers on 012 348 4940
Specialist Consultant: General Finance and Chartered Accountants CA (SA)
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2y
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