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Our client is a leading provider of financial wellness solutions through its Right Track Financial Wellness Programme. With a team of experienced professionals dedicated to developing tailored solutions, they pride themselves on being the preferred partner for their clients financial wellness needs. As specialists in the field, they offer unparalleled expertise and a commitment to championing consumer financial wellness and they are looking to recruit an experienced Insurance Industry Finance Manager to join their team.
Job Purpose:
The Finance Manager will have experience in financial management, accounting, and the financial/insurance sector. The role involves overseeing financial activities like budgeting, forecasting, reporting, and risk management. Its a leadership position demanding both technical know-how and strong leadership abilities.
Responsibilities:
• Oversee all aspects of the companys financial operations, including budgeting, forecasting, financial reporting, and cash flow management
• Develop and implement financial policies and procedures
• Prepare financial statements and reports in accordance with GAAP or IFRS
• Analyse financial data and provide insights to management to support strategic decision-making
• Manage and mentor a team of finance professionals
• Identify, assess, and mitigate financial risks
• Maintain strong relationships with external auditors and regulatory bodies
• Stay up to date on industry trends and best practices in financial management Additional Desired Skills:
• Experience with budgeting and forecasting within the insurance industry
• Knowledge of risk management principles and practices
• Strong understanding of regulatory requirements relevant to the financial and insurance industry
• Experience working in a fast-paced and dynamic environment Qualification and Experience:
• CA (SA) Qualified (Essential)
• Bachelor of Commerce (BCom) degree or equivalent qualification in a relevant field, such as Accounting or Finance
• Completion of articles with a recognised professional accounting body (SAICA, SAIPA, or equivalent) is highly desirable
• Minimum of 8 years experience in a financial management role, with at least 3 years of experience within the financial and insurance industry (Essential)
• Minimum of 5 years experience in a managerial role
• Proven track record of success in financial planning, analysis, and reporting
• Strong understanding of financial accounting principles, GAAP (Generally Accepted Accounting Principles), and IFRS (International Financial Reporting Standards)
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills, with the ability to build relationships and collaborate effectively with internal and external stakeholders
• Experience with financial modeling and forecasting
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and accounting software (e.g., SAP, Sage)
• Strong leadershi...Job Reference #: 202657
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Our Client is a leading provider of financial wellness solutions through its Right Track Financial Wellness Programme. With a team of experienced professionals dedicated to developing tailored solutions, they pride themselves on being the preferred partner for their clients financial wellness needs. As specialists in the field, they offer unparalleled expertise and a commitment to championing consumer financial wellness and they are looking to recruit an experienced Project Manager to join their team.
Job Purpose:
The Project Manager will be someone who is motivated and experienced who can handle complex projects from start to finish. The perfect candidate will have a history of leading well, communicating effectively, and being organised. The position will involve planning, carrying out, and keeping an eye on projects within budget and on time. Will also need to work well with different groups involved and make sure project outcomes meet high standards.
Responsibilities:
• Develop and manage project plans, timelines, budgets, and resources
• Identify and mitigate project risks and issues proactively
• Manage project scope, ensuring it aligns with project objectives and stakeholders expectations
• Lead and collaborate with cross-functional teams, including internal and external stakeholders
• Monitor project progress, track key metrics, and provide real-time updates
• Communicate effectively with stakeholders at all levels, ensuring clear and concise communication
• Manage project documentation and ensure adherence to all relevant policies and procedures
• Identify and implement process improvements to enhance project efficiency and effectiveness
• Conduct project post-mortems and identify lessons learned for future projects Qualification and Experience:
• Bachelors degree in business administration, Finance, or a related field (BCom preferred)
• Minimum of 5 years experience in project management, preferably within the Finance Insurance industry (Essential)
• Proven working experience within a Call Centre / BPO environment (Essential)
• Proven track record of successfully managing and delivering complex projects on time and within budget
• Strong understanding of project management methodologies (e.g., Agile, Waterfall)
• Excellent organisational, communication, and interpersonal skills
• Ability to prioritise tasks, manage multiple deadlines, and work effectively under pressure
• Proficient in project management tools (e.g., Microsoft Project, Asana, Jira)
• Strong analytical and problem-solving skills
• Ability to work independently and as part of a team Salary: R35,000 to R40,000 pm CTC, depending 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 202656 subject heading or email body.
Surgo (Pty) Ltd will consider all applications in terms of its Employment Equity (EE) and is committed in maintaining di...Job Reference #: 202656
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We are looking for an excellent Portfolio Manager
Role Purpose
The Agile Portfolio Manager will provide oversight to portfolio level value-driven governance for agile product deliveries across Momentum Insure. The position will play a crucial role in ensuring that all initiatives are aligned to the business strategy and meet short/long term business needs and value expectations.
This person will also drive portfolio-level information delivery and provide value risk oversight by partnering with product owners, product managers and project managers to define, analyze, and report on portfolio-level initiatives and business risks, metrics, and information related to value delivery
Responsibilities and work outputs
Portfolio management
• Ensure that the organization’s business and financial objectives and strategic goals are clearly articulated and accessible.
• Investigate the feasibility of initiatives in support of business strategy and objectives
• Facilitate, with the business executive team, initiative selection/approval and strategic prioritization to ensure maximum value to the business and prioritization of risk and compliance initiative.
• Maintain the overall business portfolio, with timeous inclusion of initiatives being implemented in the product/agile delivery teams.
• Ensure cross-product dependencies are managed
• Establish and implement metrics to measure the effectiveness of initiatives in line with goals and key performance indicators
• Ensuring the portfolio is meeting the stated goals and objectives and delivering on the expected return on investment
• When needed, highlight initiatives that could be terminated/stopped that are no longer contributing to the overall business strategy and objectives
• Creating reporting documentation to communicate progress and other portfolio metrics.
• Resource Management: Collaborate with line managers to ensure the team is properly staffed with the right capacity and competencies to deliver on initiatives and when needed facilitate the (re-)allocating of resources throughout the life cycle of the portfolio.
• Oversee the achievement and risk “blockers” related to product deliveries
• Partner with product teams to review lean business cases, linking business benefits to investments for funding and allocation requests
• Ensure agile principles and practices are applied consistently
• Oversee the creation and review of key metrics, outcomes, and reporting related to key milestones and objectives
• Assess and report the health of product deliveries with objectivity, accuracy, and transparency
• Ensure that appropriate stakeholders are engaged in risk identification and mitigation
• Predict and identify risks/opportunities from interdependencies of product deliveries
• Support the iden...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNzEzODMzNjQ2P3NvdXJjZT1ndW10cmVl&jid=1481595&xid=3713833646
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Are you a talented and experienced Business Intelligence (BI) Reporting Manager in the dynamic field of short-term insurance? We have an exciting opportunity waiting for you. A leading player in the fast-paced world of short-term insurance, with a focus on innovation, customer satisfaction, and risk management, and are dedicated to providing their clients with the best insurance solutions tailored to their needs. As a BI Reporting Manager, you will be an integral part of their success, driving data-driven decision-making and empowering their teams to excel.
Minimum requirements
At least 6 years reporting experienceAt least 6 years reporting experience using Business intelligence Reporting ToolAt least 2-3 years in a supervisory role overseeing reporting/BI/data analysisStrong Excel Skills – EssentialStrong knowledge on how data warehousing works and fits togetherBusiness intelligence Reporting Tool certificate (QlikView, Microsoft Power BI, Qlik Sense) - EssentialT-Sql Moderate– Essential – certificate required Experience in Short Term Insurance – EssentialKnowledge of Short Term Insurance systems – Essential (Examples - Tial, MMX, Cardinal, Websure, Genasys etc)
Key Performance Areas
Reporting Data Management and reconciliationReport Design, Implementation & AnalysisLiaison with users, service providers & system providersProjectsManaging implementation of any new binder new brokers/uma’s or new source systemsPerformance management, staff management & recruitment
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS84NzMxNTAxNT9zb3VyY2U9Z3VtdHJlZQ==&jid=1612940&xid=87315015
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An ever-growing insurer requires the expertise of a knowledgeable HR professional. They will need to take responsibility for the entire HR and Payroll administration function. Must be able to work autonomously.
Qualifications and experience:
3 to 5 years experience
Pastel or VIP experience advantageous
Relevant Ndip/Degree
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMDkxMjg5NDY4P3NvdXJjZT1ndW10cmVl&jid=377290&xid=2091289468
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Are you ready to soar in your career within the dynamic world of aviation? Our client is seeking a talented and detail-oriented Business Controller to be a part of their finance team. As a Business Controller, youll play a vital role in ensuring the accuracy, integrity, and efficiency of the financial processes.
Key Responsibilities:
Your role will encompass a diverse set of responsibilities, including:
Overseeing the complete accounting function, maintaining records of Revenue, Expenditure, Assets, and Liabilities.Ensuring accuracy, timeliness, and integrity of financial information throughout the accounting process.Preparing and reviewing reconciliations, inter-company accounts, and month-end audit files.Crafting and reviewing management accounts to provide strategic insights.Assisting in preparing and submitting statutory submissions in alignment with regulations.Participating in the Year-End audit process and contributing to cash flow reporting.Reviewing Annual financial statements and implementing robust internal controls.Managing the payroll function and bank reconciliations for accuracy.Collaborating on ad hoc projects to drive continuous improvement.Flexibility to assist with additional administrative tasks as needed.
Qualifications and Experience:
Matric qualification as a foundation for your expertise.Financial accounting degree or equivalent qualification.Successful completion of SAICA articles to showcase your commitment.2 years of experience in a similar role, highlighting your capabilities.Proficiency in Microsoft Office packages (Word, Excel).Intermediate-level Excel knowledge to excel in financial analysis.Strong attention to detail coupled with exceptional problem-solving abilities.Excellent verbal and written communication skills.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS82MzU5NDk5Mjg/c291cmNlPWd1bXRyZWU=&jid=1676731&xid=635949928
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MICA Benoni is currently looking to fill a position of Creditors Clerk.
Employment type: Fixed Term Contract.
CV’s to be submitted to HR department (Kermantha@benasia.co.za) by noon on Thursday, 31 August 2023
Responsibilities:
Accounts Payable - Creditors reconciliations Reconciliations, Day to day reconciliations of accounts Deal new creditor applications Settling supplier queries Monthly billing preparation, reconciliation, and collections Strong administrative and filing background Computer Literate - Strong Excel skills Saving Statements Liaising with Accountants on a daily/weekly basis Strong communication and administrative skills are Non-negotiable Attention to details and very strong admin background Collating supplier statements. Conducting supplier reconciliations. Matching payments of suppliers to invoices on a monthly basis. Following up on any outstanding items on the reconciliations. Performing any valid, reasonable and lawful instruction given by the senior accounts payable clerk and accountant at Mica. Sending remittances upon request Follow up on requested invoices & pods if not captured (both sides) Follow up on requested credit notes if not captured (both sides)
Minimum Requirements:
Matric/Degree
Driver’s License or Own vehicle or reliable transportation
Minimum 4 years’ Financial Administration Experience
Extensive knowledge of Excel
GENERAL
Reporting to the Senior Accounts Payable
Working hours are Mon to Fri 8:00 to 17:00
Salary: R10-R15 000Salary: R10000Consultant Name: LRB Legendary Retail Brands
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If you are available immediately for new employment, target driven, great at cross selling and want to earn great money, then this role if for you!
Need to reach more than 4 hours of talk time daily, more than 8 hours of system time daily
Cross selling medical and funeral product
Must be able to reach between 30 - 120 Net sales
Must be excellent at objection handling
Must have a clear criminal record
Great track record
Available to start immediately
Target driven
Great telephone etiquette
At least 1 - 5 years of call centre experience
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMjExNjgzODY/c291cmNlPWd1bXRyZWU=&jid=1639385&xid=121168386
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JOB PURPOSE
Plan, develop, execute, track and report across paid search and Google Ads display campaigns. Manage key media strategies across paid search, social and display channels, as well as effectively manage and optimize each channel and Google Ads display campaigns. Possess a firm understanding of the primary online marketing channels: SEO, paid search, social platforms, content marketing, targeting, and retargeting. Have working knowledge of the paid search platforms and implement campaigns and have the ability to work across multiple accounts on a daily basis, organize workflows and deliver on deadlines.
RESPONSIBILITIES
Paid Search PlanningMarketing Campaign DevelopmentPaid MediaProject and Portfolio ManagementStakeholder EngagementBudgetingInsights and ReportingLeadership and DirectionPerformance ManagementContinuous ImprovementTeam Capability Building
SKILLS
Computer and System skillsCommercial AcumenCosting and BudgetingData Collection and analysisInformation retrieval and searchingAction PlanningPlanning and OrganizingPolicy and proceduresPolicy and RegulationCustomer and Market Analysis
EDUCATION
General Education
Grade 12/ SAQA Accredited Equivalent (Essential);Relevant degree and/or Diploma (Advantageous)
EXPERIENCE
General Experience
3-5 years hands-on experience within a PPC campaign management environment (Essential);3-5 years digital marketing experience (Essential);Experience within a financial services industry and Ecommerce (Advantageous)Managerial Experience 2 or more years experience of planning and managing resources to deliver predetermined objectives as specified by more senior managers (Essential)
TASKS
Responsible for the development of marketing campaigns using paid digital channels.Working closely with all media partners such as Google, Facebook and agencies.Developing and implementing campaign plans and optimisating to achieve key performance metrics by brand.Partner with marketing team members to develop integrated efforts across channels, on new and upcoming campaigns.Develop a total understanding of digital audiences marketing thought targeting technics.Provides campaign performance reporting and analysis on a daily, weekly and monthly basis.Work with Marketing Managers and channel peers, as needed, to finalise and agree budgets and volumes and KPI’s.Ongoing audits of search and display channels for each brand and provide insight as to how ROI can be increased.Respon...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNjA1NDczNTgzP3NvdXJjZT1ndW10cmVl&jid=1687780&xid=2605473583
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JOB PURPOSE
Inbound or outbound policy sales, based on leads and campaigns. Initiate thecustomer relationship and meet various KPIs. Connect with the customer,conduct needs analysis and propose customer solutions. Needs a solidknowledge of products, their characteristics, and market as well as focus ongrowth of the brand.
RESPONSIBILITIES
Customer Relationships DevelopmentCustomer Needs ClarificationSell Customer PropositionsOperational ComplianceCustomer Relationship Management (CRM) DataPerformance ManagementPersonal Capability BuildingSales Opportunities Creation
EDUCATION
Matric / Grade 12 or SAQA Accredited Equivalent (essential)Regulatory Exam 5 (advantageous)
EXPERIENCE
1 year telephonic sales experience (essential)
Please note that by submitting your personal information to Deka Minas you free-willingly issue the business consent to make use of such data for the specific purpose of securing you either permanent or temporary employment. Our business makes use of a POPIA compliant database and you have the right to access, right to correction and right to deletion of your personal information
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNTg4MjI5OTM1P3NvdXJjZT1ndW10cmVl&jid=1696826&xid=1588229935
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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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You must have at least 7 years of Short Term Insurance Claims & Underwriting Experience in Commercial Lines
Matriculation certificateRE5NQF 4CPD Points up to dateInsurance qualification (preferred) – 120 credits higher certificate or equivalentTeam PlayerSelf-driven and able to start working independently in the near future with the company policy framework
Duties:
Understand a client’s needs from the scenario givenUnderstand when more information is required in order to process the claimAddress all claims within the agreed turnaround times as per the procedure manual/service agreementsWork with the Broker/Account Executive to understand progress on the claim and any issues/delaysEnsure that audit requirements as per insurer binders and/or intermediary arrangements are met before approving the claim paymentMeet with the Broker/Account Executive on a regular basis to discuss claims on the portfolioRegister the claim on the system and ensure all documents are saved correctlyEnsure documents are always in order and system/estimates input is updated and correctAdvise underwriters when there are amendments to be made on a policyEnsure compliance to all processes, policies and procedures and identify areas for improvementTake responsibility for managing own time and delivery
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMzkzMDgwMjU2P3NvdXJjZT1ndW10cmVl&jid=1169476&xid=1393080256
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If you have gained 2-3 years of Outbound Call Centre experience, within short term insurance and have a RE 5 certificate or will be writing it soon (dependent on DOFA date).
There is a role towards Braamfontein, with a well known short term insurance client. Basic and uncapped commission.
First 2 months will consist of training.
Looking for Top Performers - would need 6 months payslips to show your commission earnings.
Reference checks will be conducted upfront.
Must have great negotiation skills, great telephone etiquette, customer orientated.
We are only looking for serious applicants.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMTE4OTg0MzMyP3NvdXJjZT1ndW10cmVl&jid=1696241&xid=2118984332
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Key Outputs:
To support sales team with all related administrative and coordination functions for effective and efficient service delivery to all stakeholders.To provide administrative support in an office environmentSupply information to the (internal and external) customersRecord and calculate commission payableOnboarding of new businessEnsuring that the compliance and process checks are being done at onboarding stage.Ensuring that the communication feedback loop is adhered toEnsuring that supporting documentation is timeously uploaded and storedAdhering to SLA for all processesProvide weekly stats and reports to TL or as and when neededEnsuring that SOP is followed to remain complaintManage sales tracking tools and report on important information.Keep record of sales trends.Liaise with Key account executive to develop specific sales strategies and ensuring happy clients.Stay up to date with new product and feature launches and ensure sales team is on board.Inter department enquiry management.Excellent customer service and effective communication.
Minimum Requirements:
MatricNQF Level 5 or Diploma in Business Management3 years sales administrative support experienceMinimum of 1 years’ experience in similar support roleAdvanced Computer literate - MS OfficeAbility to work under pressureAttention to detail and accuracyVerbal and written communication skillsProfessional personal presentationCustomer service orientationInformation managementOrganising and planningCoordinating meetingsHighly Numeracy level
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNzIxMTUzNzgwP3NvdXJjZT1ndW10cmVl&jid=1422201&xid=3721153780
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Ready to Elevate the Insurance Game? Join our client as a Business Partner!
Were seeking a dynamic and forward-thinking Business Partner to be the driving force behind our clients insurance revolution..
Developing and implementing a cutting-edge business strategy. Building and nurturing strong partnerships within the insurance ecosystem. Identifying emerging market trends and seizing new opportunities. Collaborating with cross-functional teams to drive growth. Innovating insurance products and services to meet evolving customer needs. Ensuring compliance, ethics, and a customer-centric approach.
Requirements:
Extensive experience in the insurance industry, with a strong track record of success.Stable track record Must have commercial sales for at least 5years RE ,150 FAIS credits in short term insurance Exceptional interpersonal and negotiation skills. Leadership acumen with the ability to inspire and lead teams. A deep understanding of insurance regulations and compliance.Global mindset, with the ability to navigate diverse markets. Passion for innovation and a customer-first mentality.
Join us on this exhilarating journey, and together, well craft a future where insurance is not just a safety net but a source of empowerment!
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xODI2Nzc4MTc4P3NvdXJjZT1ndW10cmVl&jid=1756137&xid=1826778178
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Responsible for creating, implementing, and analysing retention campaigns across all channels and at all stages of the customer lifecycle to retain customers and maximise customer lifetime value.
Key Performance Areas:
Contribute to the development of new business with either existing or new clientsProvide Monthly statistics to the GM: Life Operations (cancellations, lapse ratios, persistency ratios, etc.).Coordinate teams of Client Service Advisors (where applicable) to ensure client service standards are metActs as a support to Sales and distribution and Partnership departments on the more complex accountsEnhance relationships with current and prospective clients by leveraging the credibility gained through knowledge and performance of client’s business environments and requirementsProactively identify and manage potential problems/escalations within client base with appropriate resolution plans.Management of direct and indirect reportsSet clearly defined objectives for each team member, lead and assist them in achieving these objectives; employ, retain, develop, integrate, motivate, remunerate and assign people to appropriate tasks, conduct performance management and ensure teamworkResponsible for the development and implementation of a retention’s strategyEnsure alignment of Group strategy and fulfilment of the business unit’s tasks, while ensuring maximum productivity and efficiencySpeak to clients regarding issues that are brought to the Ombudsman’s officeAct as the link between other departments, and Retentions and continuously liaise with internal stakeholders to ensure alignment and support to enable delivering of solutions and manage riskSeek and continuously develop knowledge of our client business to build an understanding of their needsBe a trusted advisor to all clients through consultative engagements and adding value throughout the supply chainSchedule monthly meetings with existing client base, reporting on SLA’s, challenges, successes, threats, opportunitiesResponsible for maintaining and improving client satisfaction, retention, revenue and profitabilityResponsible for compliant dealings with clientsCarry out the performance management (KPI) process to rate each employee’s performance and providing feedback to employees of their strengths and development areas on a monthly basisEnsure that new consultants joining the team are trained and refreshed on products, scripts, and systems as and when neededCoach and guide bottom performers when the need arisesReactivate valuable inactive accountsImplement automated, multichannel CRM flows across all customer lifecycle stagesCreate effective communication (email, SMS, push etc) using industry best practice...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xODY0NDk5NDU5P3NvdXJjZT1ndW10cmVl&jid=1305813&xid=1864499459
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Commercial Underwriter Extraordinaire - Ignite Your Underwriting Genius!
Are you ready to take your underwriting prowess to new heights? Were 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. Theyre 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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Overall Purpose of the Role:To generate business for one of our leading clients in the financial sector, as an insurance sales consultant in the Short-Term Insurance industry. To offer their clients policies and exceptional services.Performing and managing the day-to-day operational activities within the sales team.Working with a leading team towards the common goals of the business in Industry participants.
Non-Negotiable Minimum Requirements:
Matric Clear Criminal record
QUALIFICATIONS
Must have qualification depending on DOFARegulatory ExamsRequirements include Class of business (COB) and /or CPD Hours
EXPERIENCE
Short Term Insurance ExperienceMinimum of 2-year Sales contact center experience.Must have a DOFA date
Job Responsibilities:
Generating new sales from leads provided and referrals.Insurance product range include, Short-term insurance policies.Achieving targets set out based on the relevant campaign.Conducting needs analysis with clients.Following up on all scheduled callbacks and action timeously and as per required standardsAdhering to legislative requirements and quality assurance guidelines.Ensuring leads usage is of optimum standard to maximize positive performance.
Only candidates that meet minimum requirements will be considered for this opportunity.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNzE2NDgxNTA4P3NvdXJjZT1ndW10cmVl&jid=1573024&xid=1716481508
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JOB PURPOSE
Assists in planning and implementing pursuit of strategic opportunities forBusiness Insurance, by cultivating client relationships or other commercialrelationships and identifying new markets for Business Insurance products orservices.
RESPONSIBILITIES
Business DevelopmentCustomer Relationship Development / ProspectingCustomer Needs ClarificationSell Customer PropositionsSales Opportunities CreationCustomer Relationship Management / Account ManagementCustomer Relationship Management (CRM) DataOperational CompliancePersonal Capability Building
BEHAVIORAL COMPETENCIES
Customer FocusDrives ResultsCommunicates EffectivelyInterpersonal SavvyManages ComplexityPersuadesCollaboratesBeing Resilient
SKILLS
Customer-Focused ApproachUnderstands Customer NeedsBuilds RapportVerbal CommunicationPolicy and proceduresCommercial AcumenNegotiates TacticallyCloses EffectivelyKnows the Buying InfluencesManages Customer IndifferenceStrengthens Customer ConnectionsEffectively Presents Solutions
EDUCATION
General EducationMatric/SAQA Accredited Equivalent (Essential)Full FAIS accreditation (150 credits) (Essential)RE 5 (Essential)RE 1 (Advantageous)
EXPERIENCE
General Experience
3-6 years industry and commercial experience
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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 Insurers 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 Insurers 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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