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1
Our client, a privately owned manufacturing company established in 1993, supplies SANS approved kerbs, concrete paving bricks and slabs, as well as retaining wall systems. They also have branches in Gauteng and the North West.
They are recruiting for an experienced Branch Accountant to join their growing team based in Gqeberha (formerly known as Port Elizabeth).
Experience:
• Job exposure for 3 years or more at this level
• Worked in a manufacturing environment with Stock responsibilities
• Sound reference checks on experience
• Stable track record showing increasing levels of responsibility
• Evidence of the person having influence
• Always up to date and finished Requirements:
• Ensure that everything is accurately and consciously controlled and captured into relevant formats
• Purchase only what is required and ensure delivery of exactly what was ordered, ensuring relevant data captured
• Responsible for all customer credit processes
• Be able to communicate professionally with customers
• File accurately both manual and electronically to the required company standard (Custodian of the filing system)
• Have a presence and be able to influence other office administrative staff
• Good understanding of systems and internal controls. (Custodian of the internal controls for the branch)
• Understand the importance of relevance and the fact that we serve the material needs of others
• Proper understanding of reconciliations, ensuring balancing and compiled to standard
• Proper planning and the ability to adhere to month end and reporting deadlines
• Responsible for the full management reporting pack of the branch (Income statement, Balance Sheet, and cash flow) Have a deep understanding of all the numbers and where they come from
• Safeguarding of assets at branch level Character and Skills:
• High level of accountability and responsibility
• Logical thinker
• Driven to complete tasks accurately must check work before it is presented
• Inherently checks information for reasonableness
• Be able to work independently with minimal supervision
• Sufficient humility to know when he/she needs to ask for help
• Arithmetic
• Syspro
• Proficient in Microsoft Office Packages.
• Proper communicate skills verbal and non-verbal
• Qualification in Bookkeeping, preferably BCom in Accounting
• Be able to multi-task Salary: Market related based 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 202195 subject heading or email body.
Surgo (Pty) Ltd will consider all applications in terms of its Employment Equity (EE) and is committed in maintaining diversity in its appointments. Surgo (Pty) Ltd, therefore also encourages people with disabilities and from other diverse backgrounds to apply. Due to the high volume of applications, should you not receive feedback within three months upon submission, you can assume your ...Job Reference #: 202195
21h
1
A well-established client with offices in Somerset West is seeking to employ a Trust / Client Services Officer. The candidate will form part of the Client Services Team and encompass a wide range of administration duties to an existing portfolio of multi-member pension schemes, Portfolio trusts, EBT’s and Retirement Annuity Trust Schemes (RATs).In addition, the post holder will liaise with financial advisors, investment companies, clients, and business partners, as required, to ensure a high standard of client service is delivered at all times and report directly to the Private Client and Trust Manager
Key Duties and Responsibilities:Manage clientt questions and queries
Attend to all administrative tasks, associated with, and required by the deed and statutory legislation, accurately and in accordance with our Service Level Agreements (SLA).
Remain abreast of pension and trust regulations
Appropriately store/input and reference all client documentation within the document management system and administration system
Ensure we meet CDD requirements for all members, reviewing files as and when required as per our policy.
Record all client financial transactions, this includes investments, transfers, benefit payments, statutory payments, and fee charges.
Ensure housekeeping, cases and data capturing is completed accurately in relevant systems i.e. Salesforce.
A clear understanding of applicable Pension and Trust legislation and statutory reporting requirements.
Experience of administrating pension and trust schemes.
An ability to read/research governance documents impacting a scheme/trust and apply appropriately.
A logical approach to assessing productivity and implementing solutions.
Calculating and informing on pension payment calculations and associated tax/lump sum/loan/benefit and drawdown payments.
Investigate and prepare a response to complaints.
Review and respond to billing queries.
Ability to provide assistance with regulatory reporting.
Ability to correspond with relevant tax offices to ensure efficient resolution of client queries.
Act as a signatory, once approved, for the business
Support, coach, and guide colleagues in the performance of their duties.
Complete any other duties as and when required to drive business success.
Attend Management meetings on request or in the absence of the manager.
Hold regular team meetings.
Conduct annual appraisals, on request or in the absence of the manager
Competencies Include:
A relevant professional qualification or a willingness to study towards one.
Working towards and meeting deadlines.
Excellent organisational skills; prioritising, achieving deadlines and driving business efficiency.
Strong interpersonal skills.
A proven ability to communicate at all levels, both in writing and verbally.
An aptitude for applying attention to detail in all aspects of the role.
A willing and flexible attitude to working hours to support team and busines
SECTOR: Finance; Insurance; Legal
https://www.placementpartner.co.za/wi/application_form.php?id=helderbergpersonnel&VacRef=SW004495/AM&source=gumtree
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1d
1
Recruiting a permanent Office Administrator from the long term insurance industry – applicants must have Recognized a Qualification as per the FSB, RE5, Registration as an Employee Representative (FSB), and experience in the following to be considered for this position:
2 Years’ Experience in the Insurance Industry (Long term insurance)1 Year in Client Services,1 year’s experience in data capturing,and1 Year’s experience in Category A, B, C, and retail pension benefits (Advantage) these requirements are not negotiable.
Location Limpopo - Jane Furse
Job Description
Render client services
Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries.Update client personal details and AIMS notes.Provide correct and accurate advice to clients on products and services (TCF).Inform clients and update changes to their policy (TCF).Liaise with relevant departments to gather information to resolve clients’ queries.Maintain required business retentionHandle all complaints and enquiries.Escalate complaints to Office Manager and Complaints Handling Officer.Follow complaints procedure.Handle all incoming calls and walk-in clients.
Administrate Claims
Verify claims documents as per standard procedure.Assist clients with the completion of claim forms.Submit all claims received to Head office.Submit any outstanding documentation as per Head Office requestKeep claims register up to date
Advise clients on cancelations
Advise the client of the process and disadvantages of cancelationRetain the policy by proposing different options (loan, partial surrender paid up)Inform relevant Sales Manager of the intended cancelation for retentionAs per client’s request follow the standard cancelation procedure
Administrate demutualization process
Capture client informationhttps://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS81OTU1MTc2OTg/c291cmNlPWd1bXRyZWU=&jid=1463130&xid=595517698
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20h
1
Provide professional first line support to clients and sales support
1. Render client services • Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries• Update client personal details and AIMS notes• Provide correct and accurate advice to clients on products and services (TCF)• Inform clients and update changes to their policy (TCF)• Liaise with relevant departments to gather information to resolve clients’ queries• Maintain required business retention rate• Handle all complaints and enquiries • Escalate complaints to Office Manager and Complaints Handling Officer • Follow complaints procedure • Handle all incoming calls and walk-in clients 2. Administrate Claims • Verify claims documents as per standard procedure • Assist clients with the completion of claim forms• Submit all claims received to Head office • Submit any outstanding documentation as per Head Office request • Keep claims register up to date 3. Advise clients on cancelations • Advise the client of the process and disadvantages of cancelation • Retain the policy by proposing different options (loan, partial surrender paid up)• Inform relevant Sales Manager of the intended cancelation for retention• As per clients request follow the standard cancelation procedure 4. Administrate demutualization process• Capture client information • Inform clients of status of their shares • Update clients information on Aims systems • Register and forward to Head office 5. Office Administration• Manage mail and fax • Prepare statistical reports• Assist with data capturing when required • Encourage clients to complete the survey 6. Fit and Proper Requirements• Adhere and comply to FSB board notice in terms of FAIS7. Documentation and filing procedures• Keep record systems up to date • File and keep documentation for a period as required by the legislationRequirements
FORMAL EDUCATION
• Matric
? TECHNICAL/LEGAL CERTIFICATION
• Recognised Qualification as per the FSCA (Advantage)
• RE 5
• Registration as an Employee Representative (FSCA)
• CPD
• COB (Depending on DOFA)
? EXPERIENCE
• 2 Years’ Experience in the Insurance Industry (Long Term);
• 1 Year Client Services
• 1 Years’ experience in: Category A, B, C and retail benefits (Advantage)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMjg4NTkyODMyP3NvdXJjZT1ndW10cmVl&jid=1463129&xid=3288592832
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21h
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...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMjEwNjc3NjgyP3NvdXJjZT1ndW10cmVl&jid=1745517&xid=1210677682
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21h
1
Client Services Administrator: Branch Administration (Long term insurance) Pietermaritzburg must have an RE5 be registred as an Employee Representative (FSCA)
CPDCOB (Depending on DOFA)
Description To provide professional first line support to clients and sales support
Render client services
Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiriesUpdate client personal details and AIMS notesProvide correct and accurate advice to clients on products and services (TCF)Inform clients and update changes to their policy (TCF)Liaise with relevant departments to gather information to resolve clients’ queriesMaintain required business retention rateHandle all complaints and enquiriesEscalate complaints to Office Manager and Complaints Handling OfficerFollow complaints procedureHandle all incoming calls and walk-in clients
Administrate Claims
Verify claims documents as per standard procedureAssist clients with the completion of claim formsSubmit all claims received to Head officeSubmit any outstanding documentation as per Head Office requestKeep claims register up to date
Advise clients on cancelations
Advise the client of the process and disadvantages of cancelationRetain the policy by proposing different options (loan, partial surrender paid up)Inform relevant Sales Manager of the intended cancelation for retentionAs per client’s request follow the standard cancelation procedure
Administrate demutualization process
Capture client informationInform clients of status of their sharesUpdate client’s information on Aims systemsRegister and forward to Head office
Office Administration
Manage mail and faxPrepare statistical reportsAssist with data capturing when requiredEncourage clients to complete the survey
6. Fit and Proper Requirements
Adhere and comply to FSB board notice in terms of FAIS
Documentation and filing procedures
Keep record systems up to dateFile and keep documentation for a period as required by the legislation
FORMAL EDUCATION
Matric
TECHNICAL/LEGAL CERTIFICATION
Recognised Qualification as per the FSCA (Advantage)RE 5Registration as an Emp...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yOTc2MzkzNzIxP3NvdXJjZT1ndW10cmVl&jid=1319276&xid=2976393721
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21h
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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21h
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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21h
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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21h
1
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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1d
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Minimum 2 years’ experience, Pastel & Excel essential, Must be able to work as part of a team and independently, Proven ability to calculate, post and manage accounting figures and financial records Data entry skills along with a knack for numbers, Hands-on experience with spreadsheets, Proficiency in English and in MS Office, Customer service orientation and negotiation skills, High degree of accuracy and attention to detail, Processing on Pastel A MUST
Responsibility:Experience capturing supplier invoices and reconciling supplier accounts, Prepare bills, invoices and bank deposits
Salary: RMarket Related
1d
1
This is a shoutout to all experienced Field Broker Support clerks with an RE5, Class of Business in Long Term Insurance and Investments with a full Qualification.
Duties include:
Provide full administrative support to the regional sales teamHandle telephone enquiries from broker and reps Draft necessary and accurate quotationsVerify completeness of policy applications from brokersDistribute correspondence Distribute/ handle enquiries regarding commission statementsAdministrate new businessCollate new business and distribute to various data capturersDistribute queries to sales managers and/or brokers and reps in their absenceProvide general administration Keep record and escalate Representatives and Brokers client services queriesAssist SM with general Admin Duties and Quarterly Meetings.Order stationery and distributeDaily production stats updatesCompile weekly car and office marketer rosterCompile weekly car usage stats and submitting to H/ODistribution of internal mail
Must have:
Valid and completed Matric
RE5 (Long Term Insurance)
Class of Business in Long term Insurance and Investments
Recognised full Qualification
RE 1 (Key individual) an added advantage
No less than 2 years' Client services / Broker Support administration experience in the long term industry / brokerage
Valid DOFA
Clear ITC and criminal record
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMzIzMjA1NTU4P3NvdXJjZT1ndW10cmVl&jid=1485036&xid=2323205558
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1d
1
This is a shoutout to all experienced Field Broker Support clerks / Broker Support administrators with an RE5, Class of Business in Long Term Insurance and Investments with a full Qualification. Towards Pretoria (Menlyn)
Duties include:
Provide full administrative support to the regional sales teamHandle telephone enquiries from broker and reps Draft necessary and accurate quotationsVerify completeness of policy applications from brokersDistribute correspondence Distribute/ handle enquiries regarding commission statementsAdministrate new business Collate new business and distribute to various data capturersDistribute queries to sales managers and/or brokers and reps in their absenceProvide general administration Keep record and escalate Representatives and Brokers client services queriesAssist SM with general Admin Duties and Quarterly Meetings.Order stationery and distributeDaily production stats updatesCompile weekly car and office marketer rosterCompile weekly car usage stats and submitting to H/ODistribution of internal mail
Must have:
Valid and completed Matric
RE5 (Long Term Insurance)
Class of Business in Long term Insurance and Investments
Recognised full Qualification
RE 1 (Key individual) an added advantage
No less than 2 years' Client services / Broker Support administration experience in the long term industry / brokerage
Valid DOFA
Clear ITC and criminal record
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MDI1ODM1MjI2P3NvdXJjZT1ndW10cmVl&jid=1295965&xid=4025835226
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1d
1
Client Services Administrator: Branch Administration (Long term insurance) Must have an RE5 be registered as an Employee Representative (FSCA)
CPDCOB (Depending on DOFA)
Description To provide professional first line support to clients and sales support
Render client services
Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiriesUpdate client personal details and AIMS notesProvide correct and accurate advice to clients on products and services (TCF)Inform clients and update changes to their policy (TCF)Liaise with relevant departments to gather information to resolve clients’ queriesMaintain required business retention rateHandle all complaints and enquiriesEscalate complaints to Office Manager and Complaints Handling OfficerFollow complaints procedureHandle all incoming calls and walk-in clients
Administrate Claims
Verify claims documents as per standard procedureAssist clients with the completion of claim formsSubmit all claims received to Head officeSubmit any outstanding documentation as per Head Office requestKeep claims register up to date
Advise clients on cancelations
Advise the client of the process and disadvantages of cancelationRetain the policy by proposing different options (loan, partial surrender paid up)Inform relevant Sales Manager of the intended cancelation for retentionAs per client’s request follow the standard cancelation procedure
Administrate demutualization process
Capture client informationInform clients of status of their sharesUpdate client’s information on Aims systemsRegister and forward to Head office
Office Administration
Manage mail and faxPrepare statistical reportsAssist with data capturing when requiredEncourage clients to complete the survey
6. Fit and Proper Requirements
Adhere and comply to FSB board notice in terms of FAIS
Documentation and filing procedures
Keep record systems up to dateFile and keep documentation for a period as required by the legislation
FORMAL EDUCATION
Matric
TECHNICAL/LEGAL CERTIFICATION
Recognised Qualification as per the FSCA (Advantage)RE 5Registration as an Employee Representa...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMDgyNTU1MjA3P3NvdXJjZT1ndW10cmVl&jid=1367255&xid=2082555207
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1d
1
To provide professional first line support to clients and sales support1. Render client services• Adhere to client service procedures: maturities, policy contracts, loanapplications, cancellations, amendments, financial and general enquiries• Update client personal details and AIMS notes• Provide correct and accurate advice to clients on products and services(TCF)• Inform clients and update changes to their policy (TCF)• Liaise with relevant departments to gather information to resolve clients’queries• Maintain required business retention rate• Handle all complaints and enquiries• Escalate complaints to Office Manager and Complaints Handling Officer• Follow complaints procedure• Handle all incoming calls and walk-in clients2. Administrate Claims• Verify claims documents as per standard procedure• Assist clients with the completion of claim forms• Submit all claims received to Head office• Submit any outstanding documentation as per Head Office request• Keep claims register up to date3. Advise clients on cancelations• Advise the client of the process and disadvantages of cancelation• Retain the policy by proposing different options (loan, partial surrenderpaid up)• Inform relevant Sales Manager of the intended cancelation for retention• As per clients request follow the standard cancelation procedure4. Administrate demutualization process• Capture client information• Inform clients of status of their shares• Update clients information on Aims systems• Register and forward to Head office5. Office Administration• Manage mail and fax• Prepare statistical reports• Assist with data capturing when required• Encourage clients to complete the survey6. Fit and Proper Requirements• Adhere and comply to FSB board notice in terms of FAIS7. Documentation and filing procedures• Keep record systems up to date• File and keep documentation for a period as required by the legislation
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS83MzA0NDg4Nzg/c291cmNlPWd1bXRyZWU=&jid=1369942&xid=730448878
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1d
1
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
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNDk0MDk0ODU2P3NvdXJjZT1ndW10cmVl&jid=1368005&xid=1494094856
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1d
1
Commercial Underwriter Extraordinaire - Ignite Your Underwriting Genius!
Are you ready to take your underwriting prowess to new heights? We're on the lookout for a Commercial Underwriter with a passion for turning risks into opportunities in the dynamic world of insurance.
About Our Client:
Our client is not your average insurance firm. They're a trailblazer in the industry, known for their innovative approach and commitment to excellence. Join our client as a Commercial Underwriter and be part of a team that thrives on challenge and diversity.
Key Responsibilities:
Risk Maestro: Evaluate commercial insurance applications with a discerning eye, determining acceptable levels of risk and crafting tailored coverage solutions.
Collaborative Orchestrator: Work closely with brokers, clients, and internal teams to gather information, analyze data, and ensure seamless underwriting processes.
Innovation Connoisseur: Stay ahead of industry trends and contribute to the development of new underwriting strategies and products.
Customer Whisperer: Provide expert advice to clients and brokers, building strong relationships based on trust and expertise.
Needs to have knowledge and understanding of various Commercial products – in depthknowledge.Needs to understand Commercial Lines product requirements.Needs to understand and have knowledge of how the Commercial Lines Industry works. The trendseg. Auto Rating etc.Be able to translate product requirements into system functionality – Eg. What information isrequired to be captured and how should it be validated. Minimums, Maximums, Accumulations,Computations (for when item Sums Insured must be computed from another item within arisk/section), etc.
Qualifications:
Matric is an essential requirement.Regulatory Exam: Representatives.FAIS Credits (as per FAIS requirement).Must be Fit & Proper in terms of the FAIS Act.Must not be debarred with FSB Experience in the financial services industry or short-term insuranceindustry (preferable)Proven experience as a Commercial Underwriter in the insurance industry.In-depth knowledge of commercial insurance policies, regulations, and market trends.Strong analytical and decision-making skills.Excellent communication and negotiation abilities.
Perks and Benefits:
Competitive salary and performance-based bonuses.Comprehensive health and wellness benefits.Opportunities for professional development and growth.A vibrant and collaborative work environment.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNjA0MTI3Nzg0P3NvdXJjZT1ndW10cmVl&jid=1749265&xid=2604127784
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Duties and Responsibilities:• Capturing of all new claim where applicable.• One point of contact for the client/broker and adherence to first call resolution.• Deliver exceptional client service that exceeds customers’ expectations through proactive, innovative and appropriate claims handling.• Ensures that customer claim is handled efficiently.• Verifies FNOL data or documentation provided to ensure correct settlements of claim • Attend to validation and first call actions on all claims within 1 working hour after registration.• Achieve minimum targets were applicable.• Maintain appropriate diaries and messages on the operating system.• Client input and communication is an integral part at the start of the entire claims value chain, ensuring that complete and accurate data/documentation is obtained and captured. This determines the direction of the claim to the entire claims value chain.• Effectively maintains oversight of all relevant claims tasks and manages the claims handling process to achieve timely settlement and to minimise inaccuracies• Identify, investigate and resolve any issues relating to claims being handled in line with claims policies and procedures such as SLAs and TAT.• Accurately check/determine whether appropriate cover is in place, interpret policy wordings and conditions to determine the validity of claims and advises the broker/policyholder accordingly.• Identify potential non-disclosure and misrepresentation cases and follow Insurer's procedures to deal with these situations.• Identify any red flags on claims which are potentially fraudulent and follow Insurer procedures for dealing with these.• Identify when a specialist is needed to investigate a claim and follow Insurers policies and procedures for appointing these.• Identify possible recovery and third-party claims and link the claim to the legal department upon registration.• Negotiates effectively within agreed mandate limits using an appropriate negotiation style.• Be familiar with the Insurers estimate philosophy and apply accordingly.• Adhere to Brolink' s guidelines for referral of claims to management (e.g., large losses)• Selects and appoints external experts/vendors following Insurer's procedures and authority levels.• Utilises preferred service suppliers when dispatching service to clients in line with BBEEE targets e.g., Spend direction tools.• Assist with emergencies and afterhours process for outsourced business.
• Minimizes cash settlements vs utilization of preferred suppliers for settlement by managing the percentage of cash versus quantum. • Demonstrates an effective communication style, that motivates, across internal and external teams and individuals that may become involved with claim tasks.https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80OTEwMzc0MTU/c291cmNlPWd1bXRyZWU=&jid=1705689&xid=491037415
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*Reference: SW003236-TC-1*
My client, a well- established company based in Strand, is seeking to employ an Administrator to join their team
*Duties will include but not limited to:*
* Data Capturing
* Performing general administrative duties
* Compiling and submit files to the director
* Assisting with spreadsheets
* Assisting with bookkeeping ad-hoc duties
* Dealing with clients via email and telephone
* Filing
* Any other ad-hoc duties that may be given
*Requirements: *
* Minimum three years previous experience in an Administration position
* Basic Accounts experience will be advantageous
* Minimum Grade 12 qualification
* Fully bilingual (English and Afrikaans)
* Computer literate (MS Excel, Pastel) will be an advantageous
* Own transport and drivers licence
R R6 000 - R8000
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzI3MDMyX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1192797&xid=1555_27032
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Develop and maintain complex financial models for investors in Excel.Gather information about the business or product or issueAnalyse and identify data requirements – what data will you need to complete the model?Work with others to identify essential but missing informationIdentify bugsPrepare annual valuations of a company’s investments and assist with the audit of the information by an external auditorAssist in developing financial solutions and present them to managementAssist in or review the capturing of accounting and other data.Assist in preparing financial statements and management reports and assist with the audit of the information by an external auditor.Requirements:Post graduate qualification in Finance with at least one year relevant experience in the field.Experience in Fund Management highly beneficial.Please Note: The advertised salary range is merely a guideline in terms of the level of candidates required and it remains the prerogative of our client to offer a candidate any market-related salary in line with qualifications, skills, and level of experience.Company DescriptionFund Managers offering unique investment opportunities with attractive risk-adjusted returns based on stable cash flows and annual distribution growth in-line with inflation
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzUwOTI1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1192305&xid=1266_50925
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