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Account Executive
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2 years ago2454 views
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General Details
Location:
Advertised By:Agency
Company Name:CFS Recruitment
Job Type:Full-Time
Description
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 records of advice
Maintain good communication and co-operation
Minimum Requirements:
- Matric
- NQF 5 in Short Term Insurance
- Re 5
- 3-5 years of related experience (Relationship Management)
- IISA/FIA (adv)
- AFRIKAANS & ENGLISH FIRST LANGUAGE
Additional Info:
3 to 5 years
Salary: RNegotiable
Job Reference #: 3026606396
Id Subtitle 1124755750
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CFS Recruitment
Selling for 3+ years
Total Ads35
Active Ads35
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114.99KTotal Views
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CLAIMS CONSULTANT
INTRODUCTION
An underwriting management company situated in Pretoria is seeking a dynamic Claims Consultant with at least 5 years’ experience in mechanical warranty claims to join their team.
QUALIFICATIONS AND EXPERIENCE
Minimum education (essential):
National Senior Certificate
Minimum applicable experience (years):
5 years’ experience
Skills and knowledge (essential):
MS OfficeMS Outlook (Excellent email étiquette)Technical and mechanical experience relating to the motor industry is a must
Other:
Working hours 08h00 – 16h30
Skills and knowledge (desirable):
Very good communication skills, verbal and written and must be able to communicate with peopleBe able to work under pressureBe able to process large amounts of data with great care and attention to detailMust be self-motivated and on timeBe a team player and be able to plug into the bigger picturePrevious customer service experience is a mustPrevious experience in the insurance and motor industry is a must
Key Performance Areas
Receiving phone calls from customers/workshops relating to claimsCapturing all claims data onto systemLiaise with workshop dealers regarding mechanical warranty claimsLoading and verification of paymentsProcessing of claimsAny other tasks allocated by senior management
REMUNERATION
Market related (Pension fund contribution)
Additional Info:3 to 5 yearsSalary: RNegotiableJob Reference #: 944304096
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CLS Human Capital Specialists
To assist with the Jobs Fund project finance administration function, analyzing processing inputs from the stakeholders in terms of the applicable guidelines, policies and regulations. This includes providing administrative support to the finance unit in respect of fund and project audits, internal control assessment, process improvements, site visits, due diligence reviews, financial verification of project documents and budget preparation for the Jobs Fund and its projects.
Financial Administration:
Collecting and verifying financial source documents As a backup to the administrator, assist in procurement processes for service providers & Prepare invoices Project financial reconciliations As a backup to the administrator, provide quality control of all documentation Ensure financial evidence records are compliant with Fund protocolsAs a backup to the administrator, provide a coordinating role during key activities such as learning events, key meetings. Verification of project financial records for accuracy and completeness.
Budget process
Assist with the compilation of the Jobs Fund’s drawdown budgets based on projections from projects Assist with resource requirements assessment as part of the operations budgeting process. Assist with verification of accuracy and completeness of financial projections and other supporting documentation for projects Assist with tracking project progress against subsequent financial contractual obligations within the portfolio of projects.
Performance analysis and reporting
Assist in the processing of information to determine project budgets for the financial yearAssist in compiling progress reports on the status of all project budgets.
Assist in checking accuracy and completeness of project budget submissions for approval by the Deputy Director General.Assist in on site financial evidence verification work for projects as required.
Project Audits and verification
Assist in the review of project audits and compilation of progress logs against outcomes of the audits.Support the JF and JFP team as they prepare for Project auditAssistance with internal control checks of the project portfolio in line with Jobs Fund GuidelinesAssist in the assessment of risks and internal controls by identifying areas of non-compliance; and assistance in evaluating manual and automated financial processes; identifying process weaknesses and inefficiencies and operational issues.Provide suggestions on improving internal controlsAssist in the verification of quarterly financial information for projects to ensure alignment with contracted project terms and milestonesAssists with the compilation of all financial evidence in preparation of the Fund’s Audits Assist in supporting external auditors and their information requirements as part of the Audit process.Additional Info:2 to 5 yearsSalary: RNegotiableJob Reference #: 3274639323
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Diphetogo Consulting Pty Ltd
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