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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 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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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)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS85NDQzMDQwOTY/c291cmNlPWd1bXRyZWU=&jid=1319953&xid=944304096
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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 Lifes 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 positions 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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One of the TOP Long term insurance firms with a national footprint, is looking for a Chartered Accountant to join their Pretoria team as a Group Finance Manager. (middle management)
Responsibilities:
Draft financial monthly reports
Stakeholder engagement
Draft annual financial statements
Assist with external audits
Draft the annual budget and 5-year forecast
Manage budget deliverables
Report on approved budget
Manage budget overspends
Monitor the forecast and budget process in order to report on it to budget owners and expense management forum
Draft stat reports
Perform income tax calculations
Assist external audits with provisional and annual tax calculation and returns
Resolve SARS income tax related queries
Review VAT calculations
Participate in Tax Committee meetings
Train SAICA trainees
Must have:
BCom in Accounting Science
Certificate in Theory of Accounting (CTA)
Chartered Accountant (CA)
Management experience is a PLUS
Long term insurance industry experience
No less than 3 years Financial / management reporting experience
Must be clear on credit (ITC), Crim, Fraud
Reference checks will be done upfront
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNDM4MjA0NDc/c291cmNlPWd1bXRyZWU=&jid=1691773&xid=143820447
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QUALIFICATIONS • Grade 12 (Matric Certificate) • Tertiary Qualification in Accounting Sciences • SAIPA, SAICA and CIMA Accreditation would be advantageous
EXPERIENCE • At least 5 year’s proven work experience in accounting. • A minimum of 2 year’s proven experience in a Managerial Role. • 3 year’s completed articles would be advantageous.
KNOWLEDGE REQUIRED • Sound knowledge of financial computer systems. • Established proficiency in Microsoft 365 office suite with an emphasis on MS Excel at an Advanced Level. • SAGE Evolution and Meat Matrix.
SKILLS REQUIRED • English Proficiency (read, write, and speak). • Excellent communication skills – verbal and written. • Proven statistical and analytical ability. • Good interpersonal skills. • Management and Leadership skills. • High levels of accuracy and attention to detail. • Able to meet weekly deadlines and work efficiently, on own or as part of a team, in a highly pressurized environment. • Ability to prioritize work and very good organizational skills.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNzA5NjAyMjc4P3NvdXJjZT1ndW10cmVl&jid=1266517&xid=2709602278
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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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Are you a passionate IT Technician who has experience in report writing, liaising with stakeholders and 2nd and 3rd line support?
This opportunity is for you. A top insurance company is looking for an IT Technician with Team lead Experience to join their IT Communications department as a Team Leader for the Technical Support division within a call center environment.
Duties
Will be responsible for leading technical support team, Providing hardware and software support (LAN & WAN)Providing 2nd line support to users, investigate and provide solutions (TCF)Finance, procurement and asset management
Requirements
Must have matriculated.National Diploma in IT (advantageous)Must have A+ certification.Must have N+ certification.Must have 5 years of experience in 2nd and 3rd line Support.Must have Team lead Experience.
Skills
LeadershipcommunicationComputer Literacy
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNzE2ODUwODMzP3NvdXJjZT1ndW10cmVl&jid=1700179&xid=3716850833
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Responsibilities:
To ensure compliance with applicable legislation in an efficient and effective manner.Ensuring compliance with laws, regulations and industry regulatory requirements by updating policies and procedures.Developing policies.Providing input to the Regulatory Universe.Assistance on compliance issues.
Essential: Graduate qualification in Law (LLB) / Commerce BCom (LLB) or equivalentPreferred: Diploma in Compliance Risk Management.Minimum 8 years experience in the Long-Term Insurance industry, of which 5 years should be in Regulatory Compliance Risk Management.Experience in compliance monitoring principles.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMTE5NTEyNjYzP3NvdXJjZT1ndW10cmVl&jid=1748008&xid=3119512663
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Duties & Responsibilities
Handling commercial claims including Heavy Commercial Vehicles claims from registration, right up until settlement Ensuring confirmation of cover has been completed correctlyReporting and handling of commercial motor and non-motor claimsCommunicate with clients, the responsible party, their insurers, solicitors, and various other parties involved in the claims process, by telephone and/or by written communicationEnsure effective and timely claims management and settlement (in line with the SLA agreement)Adequate reserving of claimsAssist with administrative functions and undertake special projects as and when requestedTo maintain the claims filing system effectively and efficiently – ensure all documents are renamed correctlyTo update client on the progress of the claim telephonically and via emailAdvise clients on general queries and claims issues Requesting payments correctly within mandateHandling of Compliments and Complaints according to the Compliments and Complaints Business ProcessesAd hoc duties assigned by management from time-to-timeProductivity:New Claims handled – 60 claims to be worked on per day
Open Claims – No claims to be open 90+ daysManagement of Tasks – All tasks to be attended to within the 4 working hours SLAClosing of Tasks – Detailed notes are always to be left as to why the task is being closedManagement of reminders – All reminders to be attended to dailyUtilisation and management of notes – Detailed and accurate notes are always to be usedCommunication (telephone and e-mail) – Ensuring professional communication at all timesTelephone calls – to be made and received on recorded lines. If your cell phone does not have the ability to record, you may not use it for work purposesTelephone messages – All messages need to be attended to within 1 working hours.Quality:Detailed and accurate notes are always to be usedAccuracy of estimates – Ensuring the reserves held on claims are accurate and updated at all timesAccuracy and quality of communication – Ensuring professional communication at all timesTelephone etiquette - answering/making the calls correctly – Ensuring professional communication at all timesExceptions – To be attended too daily. Estimates, claims status and notes to be updated continuously to prevent additional exceptionsEfficiency:Adherence to SLA (Delivering work within SLA) – All tasks to be attended to within the 4 working hours SLAComebacks on work not done correctly the first time – Proactively minimising the amount of comebacksGeneral Attitude – to...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS81MDUxMDM2NDU/c291cmNlPWd1bXRyZWU=&jid=375190&xid=505103645
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We are currently seeking a candidate who meets the following requirements: a LLB degree or a closely related degree, a postgraduate qualification in compliance risk management, over 8 years of experience in the long-term insurance sector, with a minimum of 5 years in a Regulatory Compliance Risk Management role. This position is based in Pretoria.
Duties
Offer legal guidance and advice.Provide support to the Compliance division.Lead strategy sessions.Contribute to policy development.Formulate compliance risk management plans.Create compliance monitoring plans.Participate in training activities.Resolve non-compliance issues.Prepare reports comprehensively.Engage with stakeholders, including EXCO.Prioritize risk management and cost reduction.
Candidate must have a strong background in compliance monitoring.
Other Requirements
Must have a clear ITC/Credit record.Must have a clean criminal history.Must demonstrate a strong track record; reference checks will be conducted upfront.
We are actively looking for an individual who meets these criteria and can effectively fulfill these duties.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yODEwNDIwODU3P3NvdXJjZT1ndW10cmVl&jid=1748017&xid=2810420857
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1. Lead Technical Support Team• Provide reports to management on call closure status and first line support related matters• Implement processes to ensure calls are closed timeously• Liaise with all necessary stakeholders and provide feedback to business and IT Management• Ensure jiras are dealt with and closed timeously• Assign jiras• Monitoring (e.g. Boardrooms)• Escalation of calls to 3rd line and other Teams.
2. Provide hardware and software support (LAN & WAN)• Install software• Troubleshooting (TCF)• Assemble computer • Repairs & maintenance of hardware & peripherals• Installation & maintenance of cabling• Maintain inventory for software & hardware (TCF)• Desktop patch management
3. Provide 2nd line support to users • Investigate and provide solution (TCF)• Communicate with users on incident logged (TCF)
4. Finance, procurement and asset management• Ensure that end user equipment (e.g. laptops and desktops) are procured timeously• Obtain quotes and provide IT Management Team with quotes and recommendations of assets to procure• Works closely with the asset management team to ensure that assets are tracked and managed.
REQUIREMENTS:
National Diploma in IT (advantageous)
TECHNICAL/LEGAL CERTIFICATION
A+N+
EXPERIENCE:
5 years experience in 2nd & 3rd line supportTeam lead for technical support experience
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNjE0ODA4NDYwP3NvdXJjZT1ndW10cmVl&jid=1696229&xid=2614808460
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