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1
Head of Data Analytics and Credit RiskResponsibility:Head of Data Analytics and Credit Risk. R1.5 million pa. Sandton.
Degree in Mathematics/Actuarial Science. Previous experience in data analysis with the ability to do indepth analysis as well as data validation and manipulation. Able to handle provisioning and forecasting. Strategic thinker with excellent attention to detail. Strong communication skills with ability to work across various teams, departments and with various stakeholders. Responsible for overseeing credit risk across the business whilst managing small credit team. Creating credit strategies and running and improving forecasting simulations. SAS, SQL and Advanced Excel essential. Stable background with record of success. No criminal or credit records.
If you do not hear back from us within 2 weeks of applying - please assume that your application was unsuccessful.Salary: R1.5millionConsultant Name: Nicki Bigham
12h
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Credit Risk AnalystResponsibility:Credit Risk Analyst. R50 000 CTC. Sandton.
Relevant business degree. 3-5 years experience in the Credit or Data Analyst role. Strong SAS and advanced Excel essential and not negotiable. Strong team players with problem solving skills. Able to work independently. Able to transform raw transactional data into a final campaign file. Able to enhance and rebuild existing modes used for application scoring and revenue forecasting. Build performance monitoring reports for the various products being used. Analysing new sets of data for potential lending opportunities.
If you do not hear back from us within 2 weeks of applying - please assume that your application was unsuccessful.Salary: R50 000 CTC
12h
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Dear AllWe are in need of the services of an Accounting Administrator for basic account function, inclusive of debt collection.Should you have the relevant experience, please contact me by sending your CV to readirhaconsultants1@gmail.comPlease do not call we will only respond to CV's emailed. Thanks
6d
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We are looking for a bookkeeper / Accountant in Sandton.Please email your CV detailing your Experience.
14d
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We are looking for an inhouse bookkeeper to work hand in hand with our external accountant in managing the day to day accounts and recons of three restaurants. You will be situated on site in Rosebank.Responsibilities are laid out below;Salary Range is 180k to 300k per year cost to company.Please attach your CV through the gumtree portal on the side.]DailyRecord & reconcile POS sales and DepositsManage vendor invoices and proper GL codingWeeklyBill pay; help operators manage approval and payment for outstanding invoicesProduce Hone reports to provide insightRecord & reconcile payrollMonthlyLiase with external accountant for Vat and Provisional tax.Reconcile bank accountsProduce monthly income statements and balance sheetGeneral ResponsibilitiesMaintain financial reports, records, and general ledger accountsClient engagement: Respond to information requests, review financial statements, and assist with auditsEnsure compliance with GAAPTypical Requirements:At least 3 years of experience managing the books for a restaurant group or multiple individual restaurantsAt least 2 years of hands-on experience with Sage OnlineGood problem-solving and time management skillsHighly organized and detail-orientedSelf-directed / Strong sense of ownershipWorking knowledge of GAAP or PilotExcellent communication skills, both written and verbalUnderstands and values hospitalitySmart and motivated team player
22d
VERIFIED
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Our client is a leading provider of financial wellness solutions through its Right Track Financial Wellness Programme. With a team of experienced professionals dedicated to developing tailored solutions, they pride themselves on being the preferred partner for their clients financial wellness needs. As specialists in the field, they offer unparalleled expertise and a commitment to championing consumer financial wellness and they are looking to recruit an experienced Insurance Industry Finance Manager to join their team.
Job Purpose:
The Finance Manager will have experience in financial management, accounting, and the financial/insurance sector. The role involves overseeing financial activities like budgeting, forecasting, reporting, and risk management. Its a leadership position demanding both technical know-how and strong leadership abilities.
Responsibilities:
• Oversee all aspects of the companys financial operations, including budgeting, forecasting, financial reporting, and cash flow management
• Develop and implement financial policies and procedures
• Prepare financial statements and reports in accordance with GAAP or IFRS
• Analyse financial data and provide insights to management to support strategic decision-making
• Manage and mentor a team of finance professionals
• Identify, assess, and mitigate financial risks
• Maintain strong relationships with external auditors and regulatory bodies
• Stay up to date on industry trends and best practices in financial management Additional Desired Skills:
• Experience with budgeting and forecasting within the insurance industry
• Knowledge of risk management principles and practices
• Strong understanding of regulatory requirements relevant to the financial and insurance industry
• Experience working in a fast-paced and dynamic environment Qualification and Experience:
• CA (SA) Qualified (Essential)
• Bachelor of Commerce (BCom) degree or equivalent qualification in a relevant field, such as Accounting or Finance
• Completion of articles with a recognised professional accounting body (SAICA, SAIPA, or equivalent) is highly desirable
• Minimum of 8 years experience in a financial management role, with at least 3 years of experience within the financial and insurance industry (Essential)
• Minimum of 5 years experience in a managerial role
• Proven track record of success in financial planning, analysis, and reporting
• Strong understanding of financial accounting principles, GAAP (Generally Accepted Accounting Principles), and IFRS (International Financial Reporting Standards)
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills, with the ability to build relationships and collaborate effectively with internal and external stakeholders
• Experience with financial modeling and forecasting
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and accounting software (e.g., SAP, Sage)
• Strong leadershi...Job Reference #: 202657
12h
1
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Our Client is a leading provider of financial wellness solutions through its Right Track Financial Wellness Programme. With a team of experienced professionals dedicated to developing tailored solutions, they pride themselves on being the preferred partner for their clients financial wellness needs. As specialists in the field, they offer unparalleled expertise and a commitment to championing consumer financial wellness and they are looking to recruit an experienced Project Manager to join their team.
Job Purpose:
The Project Manager will be someone who is motivated and experienced who can handle complex projects from start to finish. The perfect candidate will have a history of leading well, communicating effectively, and being organised. The position will involve planning, carrying out, and keeping an eye on projects within budget and on time. Will also need to work well with different groups involved and make sure project outcomes meet high standards.
Responsibilities:
• Develop and manage project plans, timelines, budgets, and resources
• Identify and mitigate project risks and issues proactively
• Manage project scope, ensuring it aligns with project objectives and stakeholders expectations
• Lead and collaborate with cross-functional teams, including internal and external stakeholders
• Monitor project progress, track key metrics, and provide real-time updates
• Communicate effectively with stakeholders at all levels, ensuring clear and concise communication
• Manage project documentation and ensure adherence to all relevant policies and procedures
• Identify and implement process improvements to enhance project efficiency and effectiveness
• Conduct project post-mortems and identify lessons learned for future projects Qualification and Experience:
• Bachelors degree in business administration, Finance, or a related field (BCom preferred)
• Minimum of 5 years experience in project management, preferably within the Finance Insurance industry (Essential)
• Proven working experience within a Call Centre / BPO environment (Essential)
• Proven track record of successfully managing and delivering complex projects on time and within budget
• Strong understanding of project management methodologies (e.g., Agile, Waterfall)
• Excellent organisational, communication, and interpersonal skills
• Ability to prioritise tasks, manage multiple deadlines, and work effectively under pressure
• Proficient in project management tools (e.g., Microsoft Project, Asana, Jira)
• Strong analytical and problem-solving skills
• Ability to work independently and as part of a team Salary: R35,000 to R40,000 pm CTC, depending on the level of experience
Should you wish to apply for the position, please apply directly via this job board, please ensure that you quote reference number 202656 subject heading or email body.
Surgo (Pty) Ltd will consider all applications in terms of its Employment Equity (EE) and is committed in maintaining di...Job Reference #: 202656
12h
1
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KEY RESPONSIBILITIES
Policies and Procedures
• Ensure adherence to collection policies and procedures.
Collections and Targets
• Monitor and manage a debtor’s portfolio of no more than 480 accounts.
• Achieve and maintain collections and targets set per company protocol.
• Actively collect payment according to payment terms
• Performs reconciliations of allocated accounts daily.
Overdue Accounts
• Attend weekly meetings with the credit supervisor to review all defaulting accounts.
• Ensure the correct escalation process is followed for the Reminder Letters.
• Feedback on the top 20 overdue accounts must be prepared and discussed weekly.
Hand Overs and Bad Debts
• Follow the correct protocol before blacklisting a client, and then proceed to blacklist clients.
• Inform the credit supervisor of any liquidations, absconded clients and business rescue’s immediately.
Credit Notes, Invoices and Adjustments
• Check that all credit notes and adjustments are raised correctly.
• Investigate all reasons for credit notes to ensure that they are valid.
• Submit all credit notes requisitions to the regional credit supervisor.
• Raise all rate queries and stop billing on closures with the billing department.
Month-end Activities
• Ensure that all re-allocations of unallocated deposits are completed.
• Ensure that all journals’ requisitions are raised by 12h00 on the 4th working day of the new month.
Cash / Suspense Accounts
• Ensure the bank statements deposits are captured and allocated daily.
• Ensure that all suspense accounts are reconciled and cleared monthly.
• Obtain all remittance advices for all deposits received on allotted debtor’s accounts.
Financial & Reporting
• Prepare commentary on top twenty clients each month for the region
Auditors
• Assist auditors as and when required.
Meetings
• Regular one on one book reviews with the credit supervisor
• Attend monthly and weekly meetings where required.
• Regularly attend customer meetings.
Customer Care & Queries
• Promote a high level of focus on customer care with relevance to all customer complaints and queries.
• Maintains accurate and complete client information on the system
• Ensure that such queries and complaints are dealt with efficiently, accurately, and promptly.
• Ensure a 48-hour turn-around-time on all customer queries.
Inter-departmental Relations
• Ensure that inter-departmental relationships between Accounts Receivable and other areas are maintained at high levels.
• Ensure a balance is maintained between sales and credit objectives.
Projects
• To get involved in any additional projects as and when required.
SUPERVISORY RESPONSIBILITIES
None
QUALIFICATIONS and EXPERIENCE: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
? Degree or Diploma within the accounting field
...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMzU2OTAyNDg5P3NvdXJjZT1ndW10cmVl&jid=1500721&xid=3356902489
12h
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Wealth Management Company situated in Fourways is urgently looking for an Administrator. Must have some Short Term experience. MUST be well spoken and presentable with own transport. The ideal Candidate will be able to think on their feet and be able to work without constant supervision. Applicant to reside in the area pref. Email detailed cv to bernadette@shaunette.co.za. Reference Wealth. Please attach all relevant Certificates if any.Job Reference #: InsuranceConsultant Name: Bernadette Havenga
12h
1
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The candidate that we are looking for will be working with large raw data sets in various formats from different payroll platforms.
Expectations:
Ability to transform, reconstruct, and organise raw data from different payroll platforms into one consolidated file that can be uploaded into a SQL data base. Able to run analysis across various databases. Able to edit different databases.Build dashboard and reporting tools. No specific gender, age, or race. Attention to detail.
Looking for a middle management level person
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xOTEwOTQzNjQ3P3NvdXJjZT1ndW10cmVl&jid=1474550&xid=1910943647
12h
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My Short Term Insurance Client is looking for a Commercial Underwriter
At least 6 years of relevant Short Term Insurance experience in Commercial Underwriting, ideally having worked for a broker or a sizeable insurance company. 1-3 years in (junior)and 3+ years experience (Senior)Must be fit & proper, ie must have passed the RE5 (Representatives) examFAIS - NQF4 (Must have) NQF 5 (Preferable) Team player.Bilingualism would be advantageous.Self-driven and able to work independently, within the Company policy framework.Cost to Company remuneration package, including:
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MTU4MzEwNzg3P3NvdXJjZT1ndW10cmVl&jid=1350620&xid=4158310787
12h
1
My client in the Short Term Insurance is looking for a Broker
Minimum requirements for successful candidates:
MatricFull qualification (NQF4) Short-term insurance - Commercial and Personal lines.Successfully completed the class business examSuccessfully completed the RE5 examCurrently registered with the Financial Sector Conduct Authority as a full representative2+ years, of experience as a representative rendering Financial Advice and Intermediary servicesMust be computer literate on a basic intermediary level on Microsoft softwareMust have excellent negotiation and presentation skills and possesses the ability to close dealsMust have high initiative and entrepreneurial skills and must be able to work independentlyOwn transport and a cell phone are mandatoryAFRIKAANS & ENGLISH First Language ESS
Responsibilities will be, but are not limited to:
Prospection and closing of new businessMaintaining existing businessTo have a holistic approach to financial adviceEstablishing and defining a professional relationship with clienteleAnalysing and evaluating current insurance policies and cover informationDeveloping and presenting recommendations and/or alternatives to clienteleThe implementation of recommendationsThe monitoring and maintaining of clients short-term insurance portfolios
The remuneration and value proposition are to be compiled in collaboration with each successful individual advisor.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MTIwNTAwNjM1P3NvdXJjZT1ndW10cmVl&jid=1289282&xid=4120500635
12h
1
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My Insurance Broker in Fourways is looking for an HCV Commercial Underwriter
Must have:
MatricFull FAIS qualificationsRE 5DOFA5+ Years experience within Commercial Underwriting HCV in a Broker or big insurer. Reside in or around Fourways.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMzcxMTY5MDE4P3NvdXJjZT1ndW10cmVl&jid=1316445&xid=3371169018
12h
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You will build a client base through identifying potential clients, presenting them with suitable product proposals and confirming policy sales. You must build relationships with clients to ensure retention of business and facilitate new business. You will have extensive knowledge of products and providers. You will be responsible for complete and accurate administration related to all policies and clients.
Minimum Requirements:
MatricShort Term Insurance QualificationRE Product-specific trainingCompleted Class of Business - CommercialCPD Hours in the current Cycle5 years in Insurance 3 years as Account Executive
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS82MDkzNDk1MzY/c291cmNlPWd1bXRyZWU=&jid=1253897&xid=609349536
12h
1
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My Broker client in the North of Johannesburg is looking for a Commercial Underwriter.
Must have
Matric10 + years Underwriting Commercial exp in broker or big insurance companyFull FaisRE 5Stable work history (essential)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xOTE2ODA4MTgyP3NvdXJjZT1ndW10cmVl&jid=1266504&xid=1916808182
12h
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You must have at least 7 years of Short Term Insurance Claims & Underwriting Experience in Commercial Lines
Matriculation certificateRE5NQF 4CPD Points up to dateInsurance qualification (preferred) – 120 credits higher certificate or equivalentTeam PlayerSelf-driven and able to start working independently in the near future with the company policy framework
Duties:
Understand a client’s needs from the scenario givenUnderstand when more information is required in order to process the claimAddress all claims within the agreed turnaround times as per the procedure manual/service agreementsWork with the Broker/Account Executive to understand progress on the claim and any issues/delaysEnsure that audit requirements as per insurer binders and/or intermediary arrangements are met before approving the claim paymentMeet with the Broker/Account Executive on a regular basis to discuss claims on the portfolioRegister the claim on the system and ensure all documents are saved correctlyEnsure documents are always in order and system/estimates input is updated and correctAdvise underwriters when there are amendments to be made on a policyEnsure compliance to all processes, policies and procedures and identify areas for improvementTake responsibility for managing own time and delivery
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMzkzMDgwMjU2P3NvdXJjZT1ndW10cmVl&jid=1169476&xid=1393080256
12h
1
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My Insurance Broker Client is looking for an Account Executive.
You will be responsible for the Book of business which includes growth (organic, new business, upselling, cross selling), maintenance and retention.
Regular client interaction and documented outcomes/discussions
Meeting FAIS requirements in terms of documentation and client record of advice
Maintian good communication and co-operation
Minimum Requirements:
MatricNQF 5 in Short Term InsuranceRe 5 3-5 years related experience (Relationship Management)IISA/FIA (adv)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yODAyNTk2Nzg0P3NvdXJjZT1ndW10cmVl&jid=1229814&xid=2802596784
12h
1
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Role Purpose
Implement the compliance strategy aligned to the compliance monitoring plan to assist the business in honoring their responsibility to comply with applicable regulatory requirements through directing the compliance function through identification, assessing, managing, monitoring and report on regulatory compliance risks facing the organisation.
The position shall further provide assurance that company policies and procedures are being complied with and that the organisation meets the regulatory and companys own standards and ensure that compliance support is aligned to business strategy.
Responsibilities and work outputs
Implement and manage an effective compliance program through the development and management of risk and compliance plans.Develop and review company policies including effective implementation of policies and guidelinesAdvise management on the company’s compliance with laws and regulations through detailed reports.Create and manage effective action plans in response to audit discoveries and compliance violations.Regularly audit company procedures, practices, and documents to identify possible weaknesses or risks.Tracking and monitoring of key risk indicators, controls and action plans.Assess company operations to determine compliance risk.Conduct research on compliance related topicsDevelop training materials and assist with training to ensure all employees are educated on the latest regulations and processes.Assist in compiling risk and compliance reportsCollaborate with other leaders on cross-functional initiatives that focus on the mitigation of compliance risks.Work with external partners such as Internal Audit to endure the effectiveness of the compliance functionAssist in innovate the Compliance program and function and identify improvements to existing processes and plans.Provide guidance to business and assist with implementation of compliance policies and projects.Drafting and compiling regulatory submissions.
Competencies
Excellent organisational and administrative skillsExcellent communication skills (verbal and written)Report writing skillsAccountable, takes Ownership and ResponsibilityAttention to detailNegotiation skills and Problem-solving abilityStrong People skillsAbility to work independently and in a team environmentAnalytical thinker with investigative instinctSelf-disciplined and self-motivatedStress Tolerance, tenacity and ResilienceProfessional approachAssertive and tactful with the ability to handle conflictResults driven
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMzUwNjA1NzY5P3NvdXJjZT1ndW10cmVl&jid=1512319&xid=1350605769
12h
1
I am recruiting for an excellent salesmen !
Requirements
Direct sales experience onlyNo telephonic salesNo call centre salesFace to face sales onlyGenerating own business leads is a mustFast pace sales environmentTarget driven salesPreferably experience in selling insuranceProven salesmen
The ideal candidate will be an excellent communicator and have a passion for sales. The Business Development Consultant will be required to generate leads and convert them into sales. In this role the BDC is responsible for providing excellent customer service and advice, as well as developing relationships with customers.
Responsibilities and work outputs for Business Development Consultants (PERSONAL LINES):• Source lead generating opportunities to ensure a minimum of 10 client quotes per week and 40 per month• Minimum requirement of 10 premium adjusted policies (net of claw backs) written policies per month• Maintain and update your Lead Generation Matrix on a weekly basis• Manage the lead generation process which includes group presentations, one on one consultations, ensuring regular communication with staff, participation in corporate events, advertising and general relationship building• Keep up to date and fully informed on product comparisons with opposition products• Sign up a minimum of 5 active lead referral agents• Meet all KPls as laid down by the company for BDCs• Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time• Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas• Meet the Fit and proper requirements as set out in the FAIS codes of conduct at all times• Meet continuing professional development objectives as required by the industry
Salary Details
Fixed salary plus commission
Qualification
Matric/Grade 12FAIS Credits (preferable)RE 5 - a plusProven experience in FACE-TO-FACE SALES experience2 - 3 years DIRECT SALES EXPERIENCE selling short term insurance either as a Broker Agent or Tied Agent.Alternatively, must have SOLID DIRECT SALES EXPERIENCE.A minimum of 2 years’ experience GENERATING LEADS and CONVERTING THEM INTO SALES (prospecting / cold calling) - managing lead generation processAbility to work under pressure and MEET TARGETSCandidates must have a vehicle available to complete sale tasks
If you keen on this please send your CV to
james@abcworldwide.com
Include salary expectation, current salary, notice ...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNjE1MDU3Nj9zb3VyY2U9Z3VtdHJlZQ==&jid=1497799&xid=36150576
12h
1
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Role Purpose
Define the framework and operating principles for application solutions according to industry best practice, to manage the application architecture within the enterprise architecture of the business.
Responsibilities and work outputs
Internal Process
Define the required technology to support the businesss agreed IT Strategy, Philosophy and Enterprise Architecture.Lead system design activities and code development processes as a subject matter expert, to ensure applications solutions exhibit performance, security, scalability, maintainability, appropriate reusability and reliability upon deployment.Translate business requirements into documented application architecture requirements, for application.Proactively mentor peers regarding system knowledge and development technologies and processes, to ensure knowledge transfer and the maintenance of standards.Monitor system performance, relevance and usage and define and maintain key metrics to ensure quality and performance of systems and delivery.Work within the Enterprise Architecture to integrate and propose viable solutions to business.Perform code reviews to ensure compliance with coding standards and best practices.Accountable for technical design and detailed technical specifications, as well as unit testing and support documentation within the relevant business area.Work closely with project teams, vendors and third-party technical contacts regarding technical design, or resolving technical issues, to deliver on the Application Architecture.Accountable for composition of detailed technical specifications, unit testing, and support documentation.Accountable for application development technical processes, from design to application.Define, document and maintain Application Architecture standards within the relevant business area.Collaborate with functional and technical leads from various teams to ensure an integrated and aligned solution and technology approach.Provide process improvement recommendations to the software design/development team, to achieve best practices and high performance.Provide accurate estimates of required effort for design and development, to assist in capacity management.
Client
Provide authoritative, expertise and advice to clients and stakeholders.Build and maintain relationships with clients and internal and external stakeholders.Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.Define service practices which builds rewarding relationships, encourages innovation and allows others to provide exceptional client service.Deliver on ...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMTYyOTM3NTQ4P3NvdXJjZT1ndW10cmVl&jid=1501506&xid=3162937548
12h
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