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1
Our client in the insurance industry is looking for top performing and driven individuals who would like to join their Outbound Sales team in the short-term insurance space.
Minimum qualification/s required:
Grade 12
RE 5
FAIS credits
Class of Business in Personal Lines
CPD points 12
Minimum experience:
A minimum of 3 years sales experience
A minimum of 2 years outbound sales experience
Short-term insurance experience
Essential requirements and skills:
Autonomous
Eloquent
Good listener
Great performance
Customer-centric
Versatile
Effective bargaining prowess
Persuasive capability
When applying, please also add a copy of your ID, matric certificate, RE 5 certificate, COB certificate, proof of CPD points and 6 months consecutive pay slips to show commission earnings.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMzgwMDYxNzU0P3NvdXJjZT1ndW10cmVl&jid=1679935&xid=1380061754
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1s
1
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:
MatricNQF 5 in Short Term InsuranceRe 5 3-5 years of related experience (Relationship Management)IISA/FIA (adv)AFRIKAANS & ENGLISH FIRST LANGUAGE
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMDI2NjA2Mzk2P3NvdXJjZT1ndW10cmVl&jid=1299643&xid=3026606396
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2min
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=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMTAzNjQ2MzYwP3NvdXJjZT1ndW10cmVl&jid=1302138&xid=2103646360
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2min
1
My Short Term Insurance Broker client in Pretoria is looking for a Commercial Underwriter
Must have:
MatricRE 5Full Fais Credits10+ years experience in Commercial Underwritng.Afrikaans Speaking.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMDAwMTg3NTgxP3NvdXJjZT1ndW10cmVl&jid=1320630&xid=3000187581
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3min
1
My Broker client in Pretoria - Faerie Glen area is looking for a Commercial / Domestic Underwriter.
Must have
Matric5 + years of Underwriting Commercial & Domestic exp in broker or big insurance companyFull FaisRE 5Must reside within the Faerie Glen Area.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS81Nzc0NTYxMTU/c291cmNlPWd1bXRyZWU=&jid=1316446&xid=577456115
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3min
1
Description
Duties & Responsibilities:
Contribute to the efficient and effective functioning of the Compliance Function
Assist manager to ensure that the compliance function are in compliance with law and industry and regulatory body requirements ito Market ConductPromote prevention of legal and regulatory risk in the company (TCF)Maintain efficient and effective operations in ComplianceValidate that policies and procedures with regards to Compliance Function are being adhered to. (TCF)
Attend to regulatory and client complaints (TCF)
Assist with investigation of regulatory and clients complaints (Ombudsman cases)
Responsible for Compliance Monitoring and Reporting
Monitor compliance risk, policies and procedures at Head Office and branches of Assupol GroupComplete monitoring reports for Compliance ManagerProvide overall compliance assistance, guidance and advice to Assupol Group of CompaniesContribute to the development of compliance risk management plansContribute to the completion of compliance reporting (internal and regulatory)
Provide Training and Awareness on Compliance Matters
Create awareness in Assupol Group of Companies with law requirements (TCF)Inform employees about relevant compliance mattersDevelop, educate and enabling healthy and business orientated compliance culture
Co-ordination of Market Conduct function
Liaise between managers, team and other teamsFollow-up on responses and reports from managersAttend to normal telephonic enquiriesManage incoming correspondence from the regulator or any other industry bodyDepartment communication
Performance of secretarial duties and administration
Prepare, manage and control the departmental budgetPrepare and consolidate reportsPrepare documentation e.g. reports, presentations and memosDraft lettersDistribute documentation e.g. reports and memosLiaise with internal and external stakeholders and executives, directors, committee members, company secretary and others, where appropriateAssistance with the organisation of internal and external meetings prior to and during the eventCoordinate arrangements for visitors, as necessaryPreparation for meetings: Preparation of meeting packs (agenda, minutes and other required material)Take minutes at meetings and distribute minutes where necessary
Assist with queries
Assist with queries of the Compliance, Complaints and Broker Advisory and Intermediary Services
General office admin...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS85OTQyOTMyOTM/c291cmNlPWd1bXRyZWU=&jid=1495756&xid=994293293
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4min
1
If you have some customer service experience or looking for your 1st permanent job, fluent in English and available to start on 25 August 2023, then this is for you!!!!!!
Our short term insurance client is on the lookout for excellent communicator, attentive listener, money hungry, goal driven, ambitious and energetic individuals to join their team! Trained to be a Lead Warmer / Generator.
Must have a Matric
Clear criminal record and clear ITC (Credit)
Able to work under pressure
Flexible
Adaptable
Quality orientated
Strategic
Able to persuade others
Persistent
Professional
If you meet these requirements, please send me your CV, ID copy, Matric copy and contacts for reference checks if you have any work experience
We only looking for applicants who are Serious :-)
Basic and uncapped performance based commission
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNDQyMzM5OTkwP3NvdXJjZT1ndW10cmVl&jid=1679719&xid=1442339990
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5min
1
1. Oversee the preparation of Assupol Life financial information
Oversee compilation of monthly financial reports for review by senior management
Meet internal and external stakeholders' reporting requirements
2. Compile Assupol Life annual and interim reporting
Compile interim financial reporting and oversee process to gather information for disclosure purposes
Compile annual financial statements and oversee process to gather information for disclosure purposes
Liaise with and provide deliverables requested by external audit
3. Implement and monitor Assupol Life forecasts and budget
Compile the annual budget and 5-year forecast and manage the budget deliverables provided by other department
Report on approved budget i.e. variances etc.
Maintain a pro-active budget monitoring function to manage budget overspends
oversee process to report to budget owners and Expense Management Forum on a monthly basis
4. Compile Assupol Life statutory reports
Oversee the compilation of statutory reports and act as liaison with external stakeholders e.g. SARB, FSB, ASISA, NCR
Review and sign off on statutory reports and ensure timely submission
5. Ensure Assupol Life's compliance with SARS requirements
Perform the income tax calculation of Assupol Life
Obtain relevant information and act as liaison with external auditors regarding provisional and annual tax calculation and returns
Attend to queries received from SARS regarding income tax
Review the VAT calculation of Assupol Life
Ensure timeous submission of all tax related matters to SARS
Assist in compiling reports to and participate in the Tax Committee meetings
6. Provide assistance to SAICA training officer
Evaluate trainees where work is performed under this position's supervision
Supervise trainees and provide guidance to them with respect to the SAICA training programme
7. Ad hoc tasks
Assist with management of financial administration and reporting services rendered to other non-life subsidiaries in the Group or other legal entities
Provide assistance where ad hoc tasks are allocated to the position by management e.g. implementation of a new financial reporting standard
Formal education:
B.COM degree in Accounting Science
Certificate in Theory of Accounting (Honours Degree) (CTA)
Legal Certification requirements:
Chartered Accountant CA(SA)
Experience:
3-5 years Financial/Management reporting experience
Long term insurance industry
Management experience will be beneficial
Closing da...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMTEyNzI4NDQ5P3NvdXJjZT1ndW10cmVl&jid=1691775&xid=2112728449
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5min
1
Are you in the market for a short term contract? Then this is for you, we are recruiting a Coordinator to support the Facilities department at our client in Menlyn - PTA.
Four Month contract R52 p/h
Duties
Coordinator: performs daily facility operations responsibilities to assist the Facility Manager (Must have a proven track record)
Requirements:
Computer literate,
Excellent communication skills via phone and email.
Lease administration (Advantage)
Understand BEE levels (Advantage)
Must be ITC & CRIM clear
Matric
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yODEyMjExMjEyP3NvdXJjZT1ndW10cmVl&jid=1524954&xid=2812211212
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6min
1
A top Insurance company is looking for excellent candidates in the HR and Payroll Administration Field who are great communicators (written & Verbal) and have exceptional attention to detail.
Requirements
Must have Matric.Must have an HR DiplomaMust have at least 2 years' experience HR Administration.Must have 2-3 Years of Payroll Experience
Skills
Problem solvingCommunicationComputer LiteracyDecision Making
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNTc4OTU3MDk0P3NvdXJjZT1ndW10cmVl&jid=1684886&xid=2578957094
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7min
1
We are looking for an experienced Financial Planner / Advisor to work as a Senior Client Service Consultant to join a long term insurance company with a big footprint in South Africa towards Pretoria
Responsible for offering clients accurate information regarding products and premiums
TCF
Data capturing
Policy retention
Attend to policy changes
Overcome objections from difficult clients
Underwriting
Attend to broker queries
Reinstatements
Must have:
Matric
RE 5
FAIS credits
DOFA
Must be within client service role for at least 1 year
Must have worked in long term industry for no less than 2 years'
Excellent English communication
Deadline driven
Admin driven
Great client relationship building and retention skills
Great persuasion skills
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80ODYyNjY2NzA/c291cmNlPWd1bXRyZWU=&jid=803662&xid=486266670
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8min
1
Recruiting a Sales Manager: Cornerstone (Long term insurance) in and around (Mpumalanga - Nelspruit) the main objective is to recruit, maintain, develop sales representatives and set targets within Cornerstone Regions. Must have: 1-year relevant management experience, 6 months Insurance industry (Long term insurance), and at least 6 months of advice and intermediary experience in category A (Assistance business)
1. Plan and Implement a Sales plan at the Regional level• Develop a sales plan to attain set goals/targets• Communicate sales plan to sales teams• Identify/agree on individual roles/responsibilities• Recruit resources according to HR Plan• Plan for infrastructure requirements – vehicles, offices, furniture, policy books, etc• Participate in the Provincial budgeting process • Implement & monitor company policies & procedures• Manage sales staff performance monthly• Evaluate progress against goals monthly• Prepare monthly management report2. Expense Budget• Monitor expenses against budget• Track deviation, investigate reasons & recommend corrective action• Assist with management of monitoring petty-cash requisitions • Prepare management report on deviations 3. Develop & Sustain Customer & Stakeholder relations • Intervene on customer queries & concerns• Understand the impact of stakeholder policies on regional business• Deploy the correct interactions and processes
4. Communication management• Stakeholder analysis (who’s who?)• Knowledge of different markets • Company themes/message 5. Manage Regional Office, Administration & Client Services • Manage regional sales force – recruitment, selection, training & development, performance management, etc.• Visits to districts/sites• Ensure that branch offices project the required image of Cornerstone• Oversee the regional administrative activities• Liaise with provincial administration on training needs & support• Assist with client services and oversee sales staff & offices
Minimum Requirements
• Matric • Relevant Qualification (recognised by the FSCA)
TECHNICAL/LEGAL CERTIFICATION
• Regulatory Examination Level 5: Representatives as an advantage• Regulatory Examination Level 1: Key Individuals as an advantage• 30 or 60 credits on NQF level 2 (Depending on the date of appointment in the industry) or• 60 or 120 credits on NQF level 5 (Depending on the date of appointment in the industry)
EXPERIENCE
• 1 year of relevant management experiencehttps://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNDE5MTk3ODcwP3NvdXJjZT1ndW10cmVl&jid=1418179&xid=1419197870
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10min
1
An exciting Perm opportunity exists for a Marketing Assistant in the Corporate Affairs Department for a Long-term insurance company located in Menlyn – PTA.
The main objective:
Brand custodian thus ensuring that the brand strategies and campaign are executed correctly.
Coordinate Group’s Corporate Affairs activities
Provide support to brand and comms specialists with their projectsProvide support to brand and comms manager with daily activitiesProvide support to CSI team with their projectProvide support to events team with their projectsProvide support to Head of CA with her day-to-day activities
Manage Purchase Orders
Process all invoices for CA for approvalEnsure that all documentations of compliance are received from suppliers in line with procurement requirements
Support Corporate Affairs team with administration
Perform administration dutiesAssist in coordinating CA activities
FORMAL EDUCATION
MatricCertificate in Marketing Management and PR or relevant to Marketing qualification
EXPERIENCE
1 year in Marketing (Branding and Advertising)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNDI0NDg0NDIyP3NvdXJjZT1ndW10cmVl&jid=1510185&xid=2424484422
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11min
1
Job Functions
Sales
Industries
Insurance
Specification
1.Market products and achieve sales target (TCF)•Sell policies (in and out bound)•Apply product knowledge•Capture policy on system•Attend to client queries•Process amendments on policies•Responsible for own policy retention2.Fit and Proper Requirements•Adhere and comply to FSB board notice in terms of FAIS
Requirements
FORMAL EDUCATION•Matric•Call Centre CertificateTECHNICAL/LEGAL CERTIFICATION•RE 5 (Advantage)•Registration as an Employee Representative (Advantage)•Recognized qualification as per FSCA (Advantage)EXPERIENCE•1 Years’ Experience as a call Centre agent (outbound)•Insurance Industry
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS82OTc2Mjc5MTA/c291cmNlPWd1bXRyZWU=&jid=1465748&xid=697627910
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12min
1
Purpose StatementTo ensure sustainable IT Network for our client Group of Companies
1. Strategy and Planning• Create and maintain the enterprise’s robust Network architecture design.• Drive the evaluation, development and implementation of network standards, procedures and guidelines to accommodate multiple platforms and diverse system environments.• Test, evaluate and install network enhancements to ensure that they are the best choices for Assupol.• Develop, implement, maintain, and oversee enforcement of change process, procedures and associated plans for the network infrastructure based on industry-standard best practices.• Design and implement disaster recovery plan for operating systems, databases, networks, servers, and software applications.• Assess a need for any network reconfigurations (minor or significant) and execute them if required.• Keep current with emerging network technologies enhancements and network monitoring tools.• Conduct research on emerging products, services, protocols, and standards in support of network enhancements.• Provide input to network teams strategic direction in line with Assupol’s IT Strategy.2. Acquisition and Deployment• Select and acquire additional network solutions or enhancements to existing Network solutions to improve overall enterprise network as per existing procurement processes.• Negotiate with different network vendors.• Recommend, schedule, and perform Network improvements, upgrades, and/or purchases.• Oversee the deployment, integration, and initial configuration of all new network solutions to enhance the existing network in accordance with best standard operating procedures.3. Operational Management• Maintain the company’s network enterprise solution to 99.9% uptime (excludes scheduled maintenance)• Manage and generate reports for network uptime to assess impact of network incidents to the Assupol branches (weekly and monthly).• Maintain network performance by monitoring and analyzing: Performance tuning; troubleshooting network problems; escalating problems to vendor.• Manage ISP/network vendors and resolve network related issues.• Create or update technical documentation for network installations or changes to existing installations.• Interact with internal IT teams to resolve network issues quickly and promptly.• Create and maintain Standard Operating Procedures• Manage, configure and troubleshooting of Layer 2 and Layer 3 network equipment.• Manage VLANs, Inter VLAN Routing, IP allocation & QoS configuration.• Understanding of network security methodologies, including but not limited to: ACLS, stateful firewalls and VPNs. • Planning of site installation and scheduling with relevant Assupol branches.• Using network monitoring tools to identify problems and find resolutions.• Implem...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMTk1MDI2ODEzP3NvdXJjZT1ndW10cmVl&jid=1540399&xid=1195026813
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16min
1
Seeking an experienced Head: Women Distribution Channel (Insurance Sales) with a FSCA recognised Degree, to join our long term insurance client in Menlyn Pretoria.
PurposeOversee the effectiveness and management of broker and field division by ensuring that recurring, single premium and group scheme target/s are achieved
Duties & Responsibilities:
1.Grow the Value of New Business•Implement maintain sales strategic plan, ensuring department meets targets•Maintain a minimum enforce book growth of 1% a month
2.Distribution Management•Manage distribution channel in line with National strategic objectives;•Manage resources•Develop a strategy to penetrate markets/ diversify Products •Manage a Regional stakeholder Relationships as well as client relationships
3.Efficiency Management•Facilitate Regional digital roll-out and embedding digital tools throughout all processes•Facilitate Regional Training plan and implementation•Quarterly Sales Manager performance reviews
4.Compile and Manage Regional Budget•Structure and manage sales budget/s to meet target/s•Manage Regional sponsorship to drive Sales targets•Manage Regional Training budget to developed Representatives, Brokers and Sales Managers
5.Develop and maintain Regional distribution•Oversee recruitment, development and maintenance of the Region•Oversee the on-boarding and development of Sales Manager•Oversee the on-boarding of Quality Brokers and Representatives
6.Oversee the Regulatory requirements•Supervision of Sales Managers•Manage reps under supervision•Manage rendering of financial services conducted in accordance to FAIS•Compliance and complaints resolution •Manage QA process
7.Manage the Market Conduct requirement•Ensure fair treatment of clients•Adherence of Representative supervision•Manage adherence of completion of FNA conducted and Completion of ROA through sampling of application forms•Oversee business submission
8.Sales Administration and Reporting obligations•Submit Monthly Sales Committee reports•Participation in Sales and Operational Committee meetings•Oversee the liaison with Marketing and Sales Support Intelligence (MSSI)Requirements - Formal Education:•FSCA recognised Degree•Regulatory Examination Level 5: Representatives•Regulatory Examination Level 1: Key Individuals•120 credits on NQF level 5•CPD•COB
Experience:•8-10 years relevant Management experience•5 years Financial ...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMjIxOTAyNDQ0P3NvdXJjZT1ndW10cmVl&jid=1195936&xid=2221902444
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18min
1
We are looking for an experienced individual to work as a Senior Client Service Consultant to join a long term insurance company with a big footprint in South Africa towards Pretoria
Responsible for offering clients accurate information regarding products and premiums
TCF
Data capturing
Policy retention
Attend to policy changes
Overcome objections from difficult clients
Underwriting
Attend to broker queries
Reinstatements
Must have:
Matric
RE 5
FAIS credits
DOFA
Must be within client service role for at least 1 year
Must have worked in long term industry for no less than 2 years'
Excellent English communication
Deadline driven
Admin driven
Great client relationship building and retention skills
Great persuasion skills
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMjkyODA1MzE1P3NvdXJjZT1ndW10cmVl&jid=803455&xid=2292805315
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19min
1
RE 5 and 120 FAIS credits are essential
Market products and achieve sales targets Sell policies (In and out bound ) Apply product knowledge Capture policies on the system Attend to client queries Process amendments on policies Responsible for own policy retention
Requirements:
Adhere and comply to FSB board notice in terms of FAIS Matric Call centre certificate RE 5 (Advantage) Registration as an employee representative (advantage)Recognised qualification as per FSCA (advantage) 1 year experience as a Call centre agent (outbound) Insurance industry experience (Category A & B1 - A)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMzU4NzMxNDA/c291cmNlPWd1bXRyZWU=&jid=1207030&xid=335873140
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20min
1
PURPOSE STATEMENTManage effective implementation of the Human Resources Strategy, Policies and Procedures.
1. Manage the recruitment and selection process• Provide input into design/ development of talent sourcing strategies• Attract/ source suitably qualified talent ensuring EE stats/ requirements are met• Guide line managers on talent sourcing and acquisition tools• Manage internal talent sourcing process• Use appropriate external sourcing channels (eg. Recruitment agencies; social media; newspapers; psychometric assessments)• Appoint a preferred list of agencies according to area of specialty• Monitor service level of agencies• Draw up selection profile and conduct competency based interviews to ensure candidate fit• Conduct reference checks of employee prior to appointment• Manage end to end recruitment process for all roles• Manage the offer negotiation process• Co-ordinate on-boarding process (on-boarding documents and liaise with stakeholders)• Co-ordinate internship program2. Manage and coordinate the Performance Management process• Provide input into the design and development of policies and procedures to enhance Performance Management Process• Provide training to managers and employees on performance management• Provide bi-annual and annual data on Performance Management to ensure accurate and reliable management information that facilitates executive decision making• Coordinate the annual performance review process• Annually assess the performance management programme and provide analyses and recommend changes for HR Director approval• Stay abreast of changing strategies, conduct research and make recommendations on new designs, systems, approaches and applications in the area of Performance Management.3. Job Analysis and Design • Assist line managers in creating job profiles that fits in the organization and contributes to the vision and strategy of the organization• Update and maintain job profiles• Co-ordinate process of grading and benchmarking positions 4. Manage Employee Relations• Advise and guide line managers on Employee Relation matters i.e. disciplinary and counselling• Co-ordinate disciplinary hearings• Represent the company at CCMA• Inform HR Director on Employee Relations issues5. Employee Wellness• Manage and co-ordinate Employee Assistance Programme• Advise line managers on the process to refer employees to the EAP• Provide information to employees on Employee Wellness and services• Plan and co-ordinate Employee Wellness initiatives eg. Wellness Days; Stress Workshop etc.6....
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS82NzM4MjU0NjY/c291cmNlPWd1bXRyZWU=&jid=1303682&xid=673825466
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20min
1
Job Description/Duties:• Accurately Capturing monthly and ad-hoc customer invoices• Creating ad-hoc quotations (sales and service calls)• Reconcile customer accounts and communicate the said reconciliation with the customer• Assisting customer queries telephonically as well as per digital communication• Reconciliation of captured information against received information (example, ensuring that all additional data loaded on Vendor portal is invoiced on Pastel on a daily basis)• Reconciliation of Pro-rata invoices against actual installation dates and capturing of the said information• Creating customer accounts on Pastel, ensuring the information received is correctly loaded• Assisting with the loading of Debit Orders• Calculating dealer commission work sheets• Calculating VoIP itemised billing• Provide ad-hoc proof of payments received to the Operational team• Assisting with different process pertaining to Vendor Portal (where we have viewing as well as managing rights to change our customer contracts)• Debt collection as well as following the handover process
Minimum Requirements:
- Experience:
o Minimum of 2 years’ experience working in a large finance unit performing debtors / accounts receivable dutieso Previous working experience on Pastel Partner and or Pastel Evolution.o Preference will be given to individuals with Telecommunications work experience- Key Attributes Required:
o Excellent verbal and written communication skillso Possess planning and time management abilityo Cope under pressureo A positive attitude and strong work ethico Sound accounting knowledgeo Professionalo Adaptableo Accuracy and Attention to Detailso Ability to work independently and in a team
- Qualifications:o Matrico A tertiary qualification in Accounting or Bookkeeping and / or short bookkeeping courseso Advanced Microsoft Excel skills
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMTkzODY0ODQ1P3NvdXJjZT1ndW10cmVl&jid=1280329&xid=1193864845
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24min
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