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Results for for a job in Accounting & Finance Jobs in Gauteng
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My Insurance Broker in Fourways is looking for an HCV Commercial Underwriter
Must have:
MatricFull FAIS qualificationsRE 5DOFA5+ Years experience within Commercial Underwriting HCV in a Broker or big insurer. Reside in or around Fourways.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMzcxMTY5MDE4P3NvdXJjZT1ndW10cmVl&jid=1316445&xid=3371169018
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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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We are looking for an IT Intern with a minimum of Bachelor’s degree in Computer Science or Bachelor of Information Technology and with a higher pass marks for my client who is based in Parktown.
Requirements
Matric (from 65% average)Bachelor’s degree in Computer Science or Bachelor of Information Technology from a reputable University.
Knowledge, Skills, and Competencies required:
Applied LearningBuilding Customer LoyaltyContributing to Team SuccessManaging Work (Includes Time Management)Initiating ActionStress ToleranceWilling to learnProject wide perspectiveTeam player
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNTc0MjcwNDc5P3NvdXJjZT1ndW10cmVl&jid=1411202&xid=2574270479
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Identify fraud trends and continuously develop process improvements and mitigation controls to support the Group Business. Proactively engage with key stakeholders both internally and externally to gather intelligence and create and develop relationships with key organisations.
Responsibilities of the Role:
Successfully lead a team of Investigation Officers by providing quality regulatory technical expertise, case direction and excellent operational management to ensure assurance procedures, file and document reviews etc.Maintains an overview of all cases within the team to provide expert technical guidance and case direction and ensure the work is always of high quality and that there is a consistent, timely approach taken with each case.Responsible and accountable for high-quality and timely case progression within the team.Provides regular case updates/reviews to senior managers and key stakeholders, especially in relation to high profile and sensitive matters.Positively and proactively contributes as part of the Investigation leadership team in implementing changes and improvements as appropriate.Ensure that reports and documentation are produced to the highest standards, which will stand up to the scrutiny of the Section 91 Tribunal and Courts - supporting and coaching Investigation Officers as required.Effectively manage and motivates the team/individuals by providing clear communication, robustly managing performance/providing timely constructive feedback (regular reviews) and supporting/coaching individuals to improve and fully engage in their own development and learning.Work collaboratively across the organization and demonstrate a positive and proactive approach to achieving organisational objectives, including providing expertise and taking responsibility for leading on projects and priorities.Investigations are outcomes-focussed, timely and a risk-based approach is developed and executed for each investigationInterpret policy and decisions to stakeholders for effective communicationRepresent the company at various forums and interact with other stakeholdersIdentify and report falsified claims to the Legal Operations for recovery purposesIdentify fraud trends by analysing data and industry alertsIdentify suspicious activity and work with appropriate teams to investigate and thwart the activityProvide statistical data on losses on a regular basisDevelop processes and procedures to prevent or minimise claims fraud lossesEnsure Service Level Agreement and turnaround times of external serviceproviders and internal investigators are adhered to Identify key risk indicators and establish mitigating controlsEnsure that expenditure is incurred within the limits of the sanctioned budgetEnsure that new r...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yOTYyMDc0MzMxP3NvdXJjZT1ndW10cmVl&jid=1422200&xid=2962074331
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You will be responsible for appointing a claims assessor where necessary, and appointing the appropriate service provider that will replace or repair the items claimed. The Claims Specialist is responsible for the full spectrum of the claims process (from registration to validation of the new claim, until finalization of the repair/ replacement and payment to suppliers).
MatricFETC (Further Education & Training Certificate) in Short Term Insurance NQF 4 (150 credits)Higher Certificate in Short Term Insurance NQF 5 or higher is highly advantageousSuccessfully passed RE 5 Minimum five years relevant work experience in Short-Term Insurance claim settlement (Marine & Engineering Claims).Must have Insurer experience.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNzY3NTQ5ODE5P3NvdXJjZT1ndW10cmVl&jid=1127427&xid=3767549819
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Responsible for implementing customer retention programmes and initiatives to increase loyalty and retain business.
Duties:
Ensure sales targets that measure outputs and outcomes that relate to customer experience are met.Enforce retention process end to end as per Standard Operating Procedures.Ensure proper capacity planning (Work Force Management) for the Retentions team to deliver on the KPAs.Submit weekly and monthly retention reporting as and when needed.Drive up-selling to existing for purpose of business growth and sustainability.Offer downgrade of products to retain customers.Liaise with collections team to ensure the resolution of queries on VAPS for successful payment of premiums.Ensure that daily debits have run.Build positive working relationships with customers for repeat businesses.Effectively manage complex retention queries.Ensure payment schedules go out to the various brokers/schemes.Contribute to the development of new strategies for customer retention activities.Gather information from existing customers about customer service and customer complaints.Develop retention campaigns and initiatives based on customer feedback, to drive customer retention.Manage and influence Lapse ratio reduction.Manage the day-to-day activities of the Retentions Agents, including scheduling and the evaluation of work for adherence to standards and ways of work.Perform customer negotiations to renew contracts and retain business and reach a fair conclusion from both business and customer perspective.Work with the Sales team in implementing sales promotion activities.Deliver product presentations and demonstrations to customers.
Qualifications and Experience:
NQF Level 7: Bachelors degree in Sales, Customer Service, or related field / National DiplomaRE5.5 - 7 years retentions/ collections within insurance industry (Essential).2 - 3 years Sales experience (Essential).Ability to liaise effectively with stakeholders on all levelsAbility to multitask.Experience in sales, customer retention or customer service, ideally with up-selling and cross-selling within in the insurance sector.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNzY3NTM0NTE1P3NvdXJjZT1ndW10cmVl&jid=1305812&xid=2767534515
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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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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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My Short Term Insurance Client is looking for a Commercial Underwriter
At least 6 years of relevant Short Term Insurance experience in Commercial Underwriting, ideally having worked for a broker or a sizeable insurance company. 1-3 years in (junior)and 3+ years experience (Senior)Must be fit & proper, ie must have passed the RE5 (Representatives) examFAIS - NQF4 (Must have) NQF 5 (Preferable) Team player.Bilingualism would be advantageous.Self-driven and able to work independently, within the Company policy framework.Cost to Company remuneration package, including:
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MTU4MzEwNzg3P3NvdXJjZT1ndW10cmVl&jid=1350620&xid=4158310787
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The core purpose of this role is to ensure reliable operations- and administrative support functions for the Sales Consultants and Portfolio Managers so that they may prioritise the achievement of sales targets. This role is therefore responsible for the management and control of all internal operations and administrative related functions within the Sales Division.
The Manager designs efficient workflow structures, incorporating internal standard operating procedures (SOPs), sound risk management practices, internal standards of quality and service excellence, as well as agreed turn-around times, and accordingly assigns duties to sales operational/ administrative support personnel.
Minimum Requirements:
Grade 12NQF 4 or higher certificate in Short-Term InsuranceRE 5 (Representative Exam)Must provide evidence of FAIS Fit & Proper status (DOFA)Related BCOM degree – highly advantageousFurther training or qualification in Management or Leadership – highly advantageousSound/ Specialist Product knowledge and application in respect to Personal and Commercial Lines classes of businessMinimum of 10 years of relevant work experience within the Short-Term Insurance Sales sphereAt least 5 years of related experience in a Managerial/ supervisory capacity, with a specific focus on operations management and employee management.Experience dealing with Brokers, including brokers with Binder/Outsource AgreementsKnowledge and understanding of current market trends within the industry, external factors that could impact the business, as well as a sound understanding of competitor product offerings
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xOTk2MjgyNjI3P3NvdXJjZT1ndW10cmVl&jid=1324861&xid=1996282627
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If you have an RE 5 OR RE 5 and 120 FAIS credits - Long term insurance, Matric, Call Centre certificate, 1 FULL year of Outbound Call centre experience selling Funeral and Life cover and reside close to Menlyn mall, please send me your CV!!!!!!!
Even if you have 1 FULL year and already been booked to write your RE 5 (Depending on DOFA date).
Looking for bubbly, energetic, money hungry, target driven, customer orientated, OBJECTION HANDLING PROs to join a well known long term insurance client of ours, with a National footprint.
If you have a colleague that would also be keen, send them on and we can fill all the positions, as there is plenty to fill !!!!!
When sending me your application, please include: Contactable references, copy of ID, Matric, Call Centre certificate, RE 5, 120 FAIS credit related qualification, last 3 months payslips showing your commission earnings
Must have a clear criminal record, clear credit record and clear fraud record
Cost to company included medical aid and provident fund, commission and clawbacks policy
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zODExMDI4OTgyP3NvdXJjZT1ndW10cmVl&jid=1620024&xid=3811028982
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Our client in the insurance industry is looking for assertive, money hungry individuals who are keen to be groomed as a lead generator in the lead warming department.
Minimum qualification/s required:
Grade 12
Essential Requirements and Skills:
Fluent in English and another official language
Good-listener
Flexible
Professional
Customer-centric
Autonomous
Result-driven
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNjAwMzAyOTQ4P3NvdXJjZT1ndW10cmVl&jid=1679937&xid=2600302948
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Responsible for selling non-COID solutions to the top 50 class clients while building and maintaining relationships with them.
Key Performance Areas:
Manage business intelligence and business generated leads in a professional and timely manner.Customer Service and Relationship ManagementLead analysis initiatives and service improvement reviews across all clients.Build strong relationships with clients from initial call strategy gaining their trust and respect.Attend prospect premises to undertake surveys and progress sale.Prepare periodic sales pipeline reports showing sales volume and potential salesRevenue generation through selling of non-COID and other products to mining and metal clients.Follow up on sales opportunities for clientsMitigate controllable Risks through Quality, due diligence, and disclosures.
Qualifications and Experience:
NQF 6 National Diploma in an FSB recognized qualificationCertified Financial Planner is AdvantageousRE5 (Representatives) non-negotiable and RE1 (Key Individual) advantageousFAIS accreditedAt least 5 years proven sales experience at senior levelAbility to interact at a C suite levelKnowledge of business policies, processes and procedures, legal complianceHighly developed, demonstrated Sales SkillsProven track record of sales experience in a Business-to-Business employee benefit product environmentAppropriate experience in a customer facing environmentExperienced in identifying potential client’s teams about potential marketsAppropriate experience in a customer facing environmentExperienced in identifying potential client’s teams about potential marketsDemonstrated ability to increase productivity and continuously improve methods, approaches, and departmental contributionDemonstrated effectiveness in holding conversations with customers, customer evangelism, and customer-focused product development and outreachDemonstrated ability to see the big picture and provide useful advice and inputCompetitive in their approach to businessExperienced in identifying potential client’s teams about potential markets, desirable product features, go-to-market best practices, and measuring the success of outreach and product salesComfortable and able to act with authorityTakes full accountability for performance and developmentCommitment to continuous learning.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS81NzAwOTQ3MTk/c291cmNlPWd1bXRyZWU=&jid=1305106&xid=570094719
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My client is looking for a Business Intelligence Analyst
Requirements:
Matric - Mathematics with more than 50%At least 3 years of reporting experienceAt least 2 years of reporting experience using Business Intelligence Reporting ToolStrong Ms Excel skills EssentialBusiness intelligence Reporting tool Certificate (Qlickview, Microsoft Poer BI, QlikSense) EssentialT SQL Moderate - EssentialExperience in Short Term Insurance - EssentialOwn transport - essentialFluent in English - essentialWillingness to work over time.
Duties:
Reporting Data Management and reconciliationReport Design & ImplementationData AnalysisLiaison with usersDashboard DevelopmentProjects
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zOTU3NDc3MzQ1P3NvdXJjZT1ndW10cmVl&jid=1308354&xid=3957477345
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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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Your role will be that of main liaison between the companys internal claims operational staff, management, and its brokers, for all claims-related matters of a highly complex technical/legal nature. Working closely with an allocated portfolio of brokers, the Portfolio Relationship Manager will:
Apply technical product knowledge, legal expertise to facilitate effective resolution ensuring a fair outcome. Act as an expert advisor on all complex claimsProvide training and guidancelead team of claims specialistsProvide information to brokersEvaluate process and procedures
Full claims administrative support will be given by the companys claims department, while the core purpose will be to provide technical and legal guidance and insight to both internal staff and brokers on most complex claims matters.
Minimum Requirements:
Grade 12LLB Degree -essentialHigher Certificate in Short Term InsuranceRE 5DOFA essentialComputer literate6-8 years min in claims (Commercial, Personal & Motor& Non-Motor)Must have worked for a UMA, Insurer, or other Risk Carrier, where broker interaction form an inherent part of the job.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MjM5OTQ3MDA1P3NvdXJjZT1ndW10cmVl&jid=1057567&xid=4239947005
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My client in the Short Term Insurance is looking for a Broker
Minimum requirements for successful candidates:
MatricFull qualification (NQF4) Short-term insurance - Commercial and Personal lines.Successfully completed the class business examSuccessfully completed the RE5 examCurrently registered with the Financial Sector Conduct Authority as a full representative2+ years, of experience as a representative rendering Financial Advice and Intermediary servicesMust be computer literate on a basic intermediary level on Microsoft softwareMust have excellent negotiation and presentation skills and possesses the ability to close dealsMust have high initiative and entrepreneurial skills and must be able to work independentlyOwn transport and a cell phone are mandatoryAFRIKAANS & ENGLISH First Language ESS
Responsibilities will be, but are not limited to:
Prospection and closing of new businessMaintaining existing businessTo have a holistic approach to financial adviceEstablishing and defining a professional relationship with clienteleAnalysing and evaluating current insurance policies and cover informationDeveloping and presenting recommendations and/or alternatives to clienteleThe implementation of recommendationsThe monitoring and maintaining of clients short-term insurance portfolios
The remuneration and value proposition are to be compiled in collaboration with each successful individual advisor.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MTIwNTAwNjM1P3NvdXJjZT1ndW10cmVl&jid=1289282&xid=4120500635
9d
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My Short Term Insurance Client requires a PA to MD
Minimum Requirements:
Matric5 + years of experience as a PA to MD / CEO / COOMS Office Accurate typing. Manage electronic diariesDo Travel bookingsTake Minutes of MeetingsGeneral Administration.OrganisedResides in the East Rand.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMTExODI2ODQ4P3NvdXJjZT1ndW10cmVl&jid=1366459&xid=2111826848
9d
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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=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNDMwMDU2NzE2P3NvdXJjZT1ndW10cmVl&jid=1679934&xid=1430056716
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Job description
A top Direct insurance company is looking for an enthusiastic, action oriented, self-motivated, target driven, team player, that is looking to offer the best products and services in the Lead Generating department. Candidates must be resilient, be customer focused, can easily collaborate and must be individuals that drives results.
Successful candidates will receive a training commission for the first two months.
Minimum requirements
Must have matriculated/ obtained an NQF Level 4Must have at least 1 year experience in customer service.
Key requirement and skills
Must be fluent in English and at least 1 official language.Must be able to multitask.Must be a team player.Must be proficient in dealing with client at all levels.Must be able to easily adapt.Must exhibit professionalism.Must be flexible and able to multitask.Must work well under pressure. Must be able to self-manage and be self-motivated.
Available to start Immediately.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNTMyNDQwNDgzP3NvdXJjZT1ndW10cmVl&jid=1679938&xid=3532440483
9d
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