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Overview
Unison
Guarantee Acceptances (Pty) Ltd has over 36 years of expertise in the insurance
guarantee industry. As an independent Underwriting Manager for Renasa Insurance
Company Limited, we offer unparalleled stability and assurance. Our reinsurers are some of the biggest
and most secured reinsurance brands in the world and have partnered with Unison
for many years.
We believe great companies are
built from exceptional people and amazing clients, because of our growth, we
are seeking a Junior Guarantee Underwriter to join our dynamic team.
Key Responsibilities:
Analysing and interpreting Financial
Data from Clients. Qualitative research of Clients
in various Industries in SA. Producing comprehensive reports
for our Underwriting Committee. Various Engagements with Brokers
and Clients. General Reporting to Management.
Requirements:
Bachelor of Commerce in
Accounting or Finance.Proficiency in Microsoft 365.Excellent verbal and written
communication skills in English.Must possess strong analytical
skills.
Must live within a 5km – 10 km
radius from the office. We are in Ferndale, Randburg.
Salary: Market-Related, to be discussed at
the Interview
How to Apply: Interested candidates are invited to
email their Curriculum Vitae to applications@anslow.co.za Please note that copies of
qualifications and/or references will be requested. For more information please contact Nthabiseng on 010 880 8729
25d
Randburg
Results for accounting and finance jobs in Accounting & Finance Jobs in Gauteng
Looking for a bookkeeper with accounting qualification. Salary R6,500.
21h
A well-established financial services business is seeking to appoint a Specialist Change Management.
Qualifications and Experience:
Bachelor’s Degree in a Human Resources/ Change Management related qualification.
Project Management related qualification will be an advantage.
Change related qualification will be advantageous (E.g., Prosci)
Relevant 5 - 7 years’ experience in Change management related environment of which 2 years must be in an area of expertise.
Please note that if you have not received a response within 14 days of submitting your application that your application was unsuccessful. However, please keep a lookout on our website, www.sixsense.co.za for available positions which may be inline with your career aspirations.
SECTOR: Finance; Human Resources
Job Reference #: SSC000580/MS
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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...
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Role Purpose Develop, maintain and support mission-critical, enterprise-grade software applications that improve business efficiency and are aligned to the enterprise architecture and business strategy.
This position will challenge software engineering as well as people skills. From a software engineering perspective, you will have the opportunity to solve and design complex integration patterns. Various technologies are used within this space of which the major ones are Java EE, Maven, Jenkins CI, Docker, Amazon Web Services, Oracle, WebSphere Liberty, Angular, AIX and Linux. Development challenges will include new software development as well as maintaining current software, including modernisation of platforms with minimal impact on business. From a people perspective you should be able to operate on your own and within a team setup, depending on the projects you will be involved. Knowledge sharing is key to the role and technical guidance as well as mentoring of junior to intermediate developers will be expected.
Responsibilities and work outputs
• Develop software based on technical design (Internal Process).
• Keep abreast of new technologies/methodologies, business changes and internal system changes in order to align system development with best practices and system architecture.
• Collaborate with stakeholders to gather requirements, conduct analysis and prioritise requests.• Contribute to the design of scalable solutions that supports the system architecture.
• Translate business requirements into workable solutions and document solution into technical specifications. • Design and code new software functionality using code that is scalable, readable, maintainable and re-usable.
• Develop and maintain productive working relationships with peers and organizational and role players to achieve effective collaboration.
• Provide stakeholder with regular feedback on the technical design and timelines for solution in order to manage expectations.
• Collaborate with business analysts and testing team in developing, testing and deploying new software system components or software system enhancements.
• Collaborate with testing team to co-create test cases.
• Conduct System Integration Testing (SIT) and User Acceptance Testing (UAT) and resolve all issues/queries.
• Contribute to user acceptance testing (UAT) and training material.
• Once the solution has been successfully tested, prepare and produce releases of software components into production/live environment.
• Support continuous improvement by investigating alternatives and technologies and presenting these for architectural review.
• Maintain existing programmes, ensuring all errors are resolved and documented.
• Advise and guide colleagues regarding effective business system analysis approaches and techniques.
• Review and q...
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Role Purpose
Define the framework and operating principles for application solutions according to industry best practice, to manage the application architecture within the enterprise architecture of the business.
Responsibilities and work outputs
Internal Process
Define the required technology to support the businesss agreed IT Strategy, Philosophy and Enterprise Architecture.Lead system design activities and code development processes as a subject matter expert, to ensure applications solutions exhibit performance, security, scalability, maintainability, appropriate reusability and reliability upon deployment.Translate business requirements into documented application architecture requirements, for application.Proactively mentor peers regarding system knowledge and development technologies and processes, to ensure knowledge transfer and the maintenance of standards.Monitor system performance, relevance and usage and define and maintain key metrics to ensure quality and performance of systems and delivery.Work within the Enterprise Architecture to integrate and propose viable solutions to business.Perform code reviews to ensure compliance with coding standards and best practices.Accountable for technical design and detailed technical specifications, as well as unit testing and support documentation within the relevant business area.Work closely with project teams, vendors and third-party technical contacts regarding technical design, or resolving technical issues, to deliver on the Application Architecture.Accountable for composition of detailed technical specifications, unit testing, and support documentation.Accountable for application development technical processes, from design to application.Define, document and maintain Application Architecture standards within the relevant business area.Collaborate with functional and technical leads from various teams to ensure an integrated and aligned solution and technology approach.Provide process improvement recommendations to the software design/development team, to achieve best practices and high performance.Provide accurate estimates of required effort for design and development, to assist in capacity management.
Client
Provide authoritative, expertise and advice to clients and stakeholders.Build and maintain relationships with clients and internal and external stakeholders.Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.Define service practices which builds rewarding relationships, encourages innovation and allows others to provide exceptional client service.Deliver on ...
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Head of Data Analytics and Credit RiskResponsibility:Head of Data Analytics and Credit Risk. R1.5 million pa. Sandton.
Degree in Mathematics/Actuarial Science. Previous experience in data analysis with the ability to do indepth analysis as well as data validation and manipulation. Able to handle provisioning and forecasting. Strategic thinker with excellent attention to detail. Strong communication skills with ability to work across various teams, departments and with various stakeholders. Responsible for overseeing credit risk across the business whilst managing small credit team. Creating credit strategies and running and improving forecasting simulations. SAS, SQL and Advanced Excel essential. Stable background with record of success. No criminal or credit records.
If you do not hear back from us within 2 weeks of applying - please assume that your application was unsuccessful.Salary: R1.5millionConsultant Name: Nicki Bigham
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Role Purpose
To be involved in all aspects of actuarial management of a short-term insurer with a focus on pricing and product development, including business intelligence, underwriting and other ad-hoc commercial involvements. This is a broad, technical role with opportunities to develop in a range of directions.
Responsibilities
• Perform data analysis and advise on appropriate actions to be taken. Collect data from various sources and assess the completeness and accuracy of the data
• Perform detailed statistical investigations using specialised software
• Assist in the implementation of various products on the chosen LOB system across all regions
• Devise methods and strategies to implement and monitor underwriting controls across various regions
• Devise and monitor the success of rate making and renewal strategies
• Assist with the cross-population of skills and ways of work that could find purpose in wider application • Build and maintain good working relationships with management across various regions
• Ensure adherence to escalation procedures and mandates on system • Design and develop products and processes that would suit the opportunities identified
Competencies required:
• Analytical
• Planning & Organising
• Problem Solving • Producing Innovative solutions to problems
• Action Orientation • Persuasiveness
• Effective Communication (written and verbal)
• Flexibility
• Resilience
• Personal Motivation
• Accountability
• Good interpersonal skills
• Financial Acumen Additional Information
• Enthusiastic and passionate about the job and the company
• Energetic and a quick worker
• Strong sense of Integrity and honesty
• Ability to respect confidentiality
• Deadline and results oriented
• Organised, self-disciplined and self-motivated
Experience and Qualifications
• Experience in short-term insurance
• Bachelors degree in Actuarial Sciences, Science, Finance Commerce or Business Sciences • Basic programming skills would be advantageous
Location: Centurion
If you are keen please share your updated CV along with current salary, expected salary and notice period to the below email
James@abcworldwide.com
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Credit Risk AnalystResponsibility:Credit Risk Analyst. R50 000 CTC. Sandton.
Relevant business degree. 3-5 years experience in the Credit or Data Analyst role. Strong SAS and advanced Excel essential and not negotiable. Strong team players with problem solving skills. Able to work independently. Able to transform raw transactional data into a final campaign file. Able to enhance and rebuild existing modes used for application scoring and revenue forecasting. Build performance monitoring reports for the various products being used. Analysing new sets of data for potential lending opportunities.
If you do not hear back from us within 2 weeks of applying - please assume that your application was unsuccessful.Salary: R50 000 CTC
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I am recruiting for an excellent salesmen !
Requirements
Direct sales experience onlyNo telephonic salesNo call centre salesFace to face sales onlyGenerating own business leads is a mustFast pace sales environmentTarget driven salesPreferably experience in selling insuranceProven salesmen
The ideal candidate will be an excellent communicator and have a passion for sales. The Business Development Consultant will be required to generate leads and convert them into sales. In this role the BDC is responsible for providing excellent customer service and advice, as well as developing relationships with customers.
Responsibilities and work outputs for Business Development Consultants (PERSONAL LINES):• Source lead generating opportunities to ensure a minimum of 10 client quotes per week and 40 per month• Minimum requirement of 10 premium adjusted policies (net of claw backs) written policies per month• Maintain and update your Lead Generation Matrix on a weekly basis• Manage the lead generation process which includes group presentations, one on one consultations, ensuring regular communication with staff, participation in corporate events, advertising and general relationship building• Keep up to date and fully informed on product comparisons with opposition products• Sign up a minimum of 5 active lead referral agents• Meet all KPls as laid down by the company for BDCs• Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time• Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas• Meet the Fit and proper requirements as set out in the FAIS codes of conduct at all times• Meet continuing professional development objectives as required by the industry
Salary Details
Fixed salary plus commission
Qualification
Matric/Grade 12FAIS Credits (preferable)RE 5 - a plusProven experience in FACE-TO-FACE SALES experience2 - 3 years DIRECT SALES EXPERIENCE selling short term insurance either as a Broker Agent or Tied Agent.Alternatively, must have SOLID DIRECT SALES EXPERIENCE.A minimum of 2 years’ experience GENERATING LEADS and CONVERTING THEM INTO SALES (prospecting / cold calling) - managing lead generation processAbility to work under pressure and MEET TARGETSCandidates must have a vehicle available to complete sale tasks
If you keen on this please send your CV to
james@abcworldwide.com
Include salary expectation, current salary, notice ...
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Role Purpose
Implement the compliance strategy aligned to the compliance monitoring plan to assist the business in honoring their responsibility to comply with applicable regulatory requirements through directing the compliance function through identification, assessing, managing, monitoring and report on regulatory compliance risks facing the organisation.
The position shall further provide assurance that company policies and procedures are being complied with and that the organisation meets the regulatory and companys own standards and ensure that compliance support is aligned to business strategy.
Responsibilities and work outputs
Implement and manage an effective compliance program through the development and management of risk and compliance plans.Develop and review company policies including effective implementation of policies and guidelinesAdvise management on the company’s compliance with laws and regulations through detailed reports.Create and manage effective action plans in response to audit discoveries and compliance violations.Regularly audit company procedures, practices, and documents to identify possible weaknesses or risks.Tracking and monitoring of key risk indicators, controls and action plans.Assess company operations to determine compliance risk.Conduct research on compliance related topicsDevelop training materials and assist with training to ensure all employees are educated on the latest regulations and processes.Assist in compiling risk and compliance reportsCollaborate with other leaders on cross-functional initiatives that focus on the mitigation of compliance risks.Work with external partners such as Internal Audit to endure the effectiveness of the compliance functionAssist in innovate the Compliance program and function and identify improvements to existing processes and plans.Provide guidance to business and assist with implementation of compliance policies and projects.Drafting and compiling regulatory submissions.
Competencies
Excellent organisational and administrative skillsExcellent communication skills (verbal and written)Report writing skillsAccountable, takes Ownership and ResponsibilityAttention to detailNegotiation skills and Problem-solving abilityStrong People skillsAbility to work independently and in a team environmentAnalytical thinker with investigative instinctSelf-disciplined and self-motivatedStress Tolerance, tenacity and ResilienceProfessional approachAssertive and tactful with the ability to handle conflictResults driven
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Qualifications:
MatricRelevant Degree/Diploma in Finance or Credit Certification
Experience:
0 - 1 year experience
Duties:
Ensure accurate processing of accounts payable dataReconcile monthly expense reportsPost accounts payable invoicesAssist accounts payable staff with recognising invoice errorsResearch discrepancies and call vendorsAnalyse credit card transactions and note discrepanciesProcess accounts payable invoices, note errors and make correction
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Qualifications:
MatricRelevant Degree/Diploma in Finance or Credit Certification
Experience:
1 - 3 years experience
Duties:
Ensure accurate processing of accounts payable dataReconcile monthly expense reportsPost accounts payable invoicesAssist accounts payable staff with recognising invoice errorsResearch discrepancies and call vendorsAnalyse credit card transactions and note discrepanciesProcess accounts payable invoices, note errors and make correction
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Our client is looking for a confident Claims Tech who is able to function well under pressure. The role requires the skills and experience stated below:
Qualifications and Experience:
To ensure the accurate capturing, processing and finalisation of all Commercial ClaimsSuccessfully passed RE 1Minimum five years relevant work experience in short term insurance claim settlement (Commercial claims, Motor and Non-Motor). Motor Agg’s / Co-insurers / XOL Insurance / Assets based policies.
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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
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Are you passionate about ensuring business operations are conducted in a lawful, ethical, and compliant manner? Do you thrive on staying up-to-date with regulatory requirements? If so, we are looking for you.
Job Purpose/Summary:
As a Compliance Officer, your primary responsibility will be to safeguard our clients adherence to external regulatory requirements and internal policies. You will play a crucial role in ensuring that our business operations remain aligned with the law, ethics, and our strategic objectives.
Key Responsibilities:
Monitor and ensure compliance with regulatory standards, including FAIS, BEE, EE, FICA, and other relevant legislation.Collaborate with cross-functional teams to implement compliance initiatives and programs.Conduct internal audits and assessments to identify and address potential compliance risks.Keep abreast of industry regulations and proactively communicate changes to the relevant stakeholders.Provide guidance and training to employees regarding compliance matters.Prepare reports and documentation for regulatory authorities and internal management.
Qualifications and Requirements:
Matric plus Higher Certificate NQF 5 or higher (recognised qualification as approved by FSCA qualification list) or Law degree.Knowledge of FAIS, BEE, EE, FICA, and relevant legislation, regulations, and rules.Minimum of RE 1 or RE 5 certification.Effective time management skills and strong computer literacy (MS Word, Excel, Outlook).Excellent email and telephone etiquette.Minimum of 3-5 years of relevant work experience in short-term insurance/financial services.
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Our client is looking for a confident Claims Tech who is able to function well under pressure. The role requires the skills and experience stated below:
Qualifications and Experience:
5 years’ experience in all classes of commercialMarine experience is a bonusRE5 is essential
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMTA5NDY2NjE1P3NvdXJjZT1ndW10cmVl&jid=1484172&xid=2109466615
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Are you a skilled and experienced accountant with a passion for the insurance industry? Do you thrive in a dynamic and fast-paced environment? We have an exciting opportunity for a Technical Accountant to join a leading South African short-term insurance company!
Minimum requirements:
B. Comm Accounting– essential
At least 3 years relevant finance experience within the ST insurance industry - Essential
Strong Excel Skills – Essential
Key Performance Areas
Preparation and review of Finance Technical ST insurance reporting
Daily banking assistance, reconciliation, review and management
Assist in managing premium collection reconciliations, tape submissions and premium & fee payments
Ad hoc reporting/reconciliations
Projects
Facultative reinsurance recons and payments
Preparation and reconciliation of various ST Insurance bordereau’s and recons by due date, not limited to:
Premium – Raised, receipted, earned, unearned
SASRIA
Claims
Review of team members work on various ST insurance bordereau’s and recons by due date.
Review of accounts received back from the insurer for accuracy and completeness
Assist insurer with recons and any audit queries
Assistance in completing all regulatory returns
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KEY RESPONSIBILITIES
Policies and Procedures
• Ensure adherence to collection policies and procedures.
Collections and Targets
• Monitor and manage a debtor’s portfolio of no more than 480 accounts.
• Achieve and maintain collections and targets set per company protocol.
• Actively collect payment according to payment terms
• Performs reconciliations of allocated accounts daily.
Overdue Accounts
• Attend weekly meetings with the credit supervisor to review all defaulting accounts.
• Ensure the correct escalation process is followed for the Reminder Letters.
• Feedback on the top 20 overdue accounts must be prepared and discussed weekly.
Hand Overs and Bad Debts
• Follow the correct protocol before blacklisting a client, and then proceed to blacklist clients.
• Inform the credit supervisor of any liquidations, absconded clients and business rescue’s immediately.
Credit Notes, Invoices and Adjustments
• Check that all credit notes and adjustments are raised correctly.
• Investigate all reasons for credit notes to ensure that they are valid.
• Submit all credit notes requisitions to the regional credit supervisor.
• Raise all rate queries and stop billing on closures with the billing department.
Month-end Activities
• Ensure that all re-allocations of unallocated deposits are completed.
• Ensure that all journals’ requisitions are raised by 12h00 on the 4th working day of the new month.
Cash / Suspense Accounts
• Ensure the bank statements deposits are captured and allocated daily.
• Ensure that all suspense accounts are reconciled and cleared monthly.
• Obtain all remittance advices for all deposits received on allotted debtor’s accounts.
Financial & Reporting
• Prepare commentary on top twenty clients each month for the region
Auditors
• Assist auditors as and when required.
Meetings
• Regular one on one book reviews with the credit supervisor
• Attend monthly and weekly meetings where required.
• Regularly attend customer meetings.
Customer Care & Queries
• Promote a high level of focus on customer care with relevance to all customer complaints and queries.
• Maintains accurate and complete client information on the system
• Ensure that such queries and complaints are dealt with efficiently, accurately, and promptly.
• Ensure a 48-hour turn-around-time on all customer queries.
Inter-departmental Relations
• Ensure that inter-departmental relationships between Accounts Receivable and other areas are maintained at high levels.
• Ensure a balance is maintained between sales and credit objectives.
Projects
• To get involved in any additional projects as and when required.
SUPERVISORY RESPONSIBILITIES
None
QUALIFICATIONS and EXPERIENCE: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
? Degree or Diploma within the accounting field
...
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