Please note that our Terms of Use and Privacy Notice are applicable.
On Promotion in Jobs
Filter & refine
Clear All
Results for Accounting & Finance Jobs in Pietermaritzburg
1
Recruiting a permanent Sales Manager from the life insurance industry for Pietermaritzburg - KZN, the main objective will be to recruit, maintain and develop sales representatives and brokers and set targets. Applicants must have an RE5, RE1 and 1 year of management and oversight experience in categories A, B1, B2, C, B1-A, B2-A, and retail pension funds.
Develop and maintain sales and marketing plan
Develop an integrated sales & marketing plan Implement and align a marketing plan with regional plan and submit to managementReview and update strategic plan on a regular basicCompile report on progress made on strategic planCommunicate strategic plan to sales representatives
Perform recruitment and selection process for sales representative
Advertise and market representative positions through presentationsSelect applicants in accordance with FSCA requirements implementation of assessment selection battery
Conduct training to sales representative
Facilitate the pre-course and post-course trainingResponsible for on-the-job assessment of representatives
Conduct coaching process
Give technical support and motivation to representativesCoach representatives on improving their selling skillsProvide recognition through performance management system
Conduct training to brokers
Ensure brokers equipped with sufficient office documentation e.g., application formsHandle administration queries on behalf of dedicated brokersCheck business methods of brokers and advise accordinglyUpdate brokers on company products and services regularlyEnsure computer software for brokers are up to date in respect of company products and servicesBuild professional business relationships with brokers
Identity and develop new and current markets
Identify, penetrate, and develop new marketsNegotiate stop order marketsMaintain contacts with key decision makers and insurance industry resources (new and existing)Retain and increase market share in existing marketsManage the business retentionConduct products presentations in the market
Maintain production targets and retain business
Ensure and monitor set production targetsMaintain business retention
Comply with FAIS requirements
Supervise representative when rendering services under supervisionSubmit supervision evidence to MSSI monthlyMentor and train supervisee to ensure that the...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMjA0NzM0NzY3P3NvdXJjZT1ndW10cmVl&jid=1510188&xid=2204734767
.special-hidden
{
display: none;
}
1d
1
Recruiting a permanent Sales Manager from the life insurance industry for the KZN - Pietermaritzburg Branch, the main objective will be to recruit, maintain and develop sales representatives and brokers and set targets. Applicants must have an RE5, RE1 and 1 year of management and oversight experience in categories A, B1, B2, C, B1-A, B2-A, and retail pension funds.
Develop and maintain sales and marketing plan
Develop an integrated sales & marketing plan
Implement and align a marketing plan with regional plan and submit to managementReview and update strategic plan on a regular basicCompile report on progress made on strategic planCommunicate strategic plan to sales representatives
Perform recruitment and selection process for sales representative
Advertise and market representative positions through presentationsSelect applicants in accordance with FSCA requirements implementation of assessment selection battery
Conduct training to sales representative
Facilitate the pre-course and post-course trainingResponsible for on-the-job assessment of representatives
Conduct coaching process
Give technical support and motivation to representativesCoach representatives on improving their selling skillsProvide recognition through performance management system
Conduct training to brokers
Ensure brokers equipped with sufficient office documentation e.g., application formsHandle administration queries on behalf of dedicated brokersCheck business methods of brokers and advise accordinglyUpdate brokers on company products and services regularlyEnsure computer software for brokers are up to date in respect of company products and servicesBuild professional business relationships with brokers
Identity and develop new and current markets
Identify, penetrate, and develop new marketsNegotiate stop order marketsMaintain contacts with key decision makers and insurance industry resources (new and existing)Retain and increase market share in existing marketsManage the business retentionConduct products presentations in the market
Maintain production targets and retain business
Ensure and monitor set production targetsMaintain business retention
Comply with FAIS requirements
Supervise representative when rendering services under supervisionSubmit supervision evidence to MSSI monthlyMentor and train supervisee to ensure that they have a proper understanding of productshttps://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNDM5NzQwMjQ5P3NvdXJjZT1ndW10cmVl&jid=1510183&xid=1439740249
.special-hidden
{
display: none;
}
1d
1
Our esteemed PMB Client is actively seeking a talented Claims Manager to become an integral part of their dynamic team.
THE MAIN RESPONSIBILITIES OF THE ROLE INCLUDES:
The Claims Manager will be responsible for efficiently handling and negotiating all claims within the designated mandates and insurers/third-party service level agreement (SLA) arrangements, which includes RI claims. They will be the primary point of communication with brokers and clients throughout the claims process for the allocated portfolio. Building and maintaining strong working relationships with brokers, colleagues, and service providers is a key aspect of the role. The manager will also engage in claim settlement negotiations with brokers and clients, ensuring the correct application of policy wording. Any broker or client queries, including rejection letters, will be promptly addressed and resolved. Additionally, the manager will attend compliance meetings with brokers, disseminating relevant changes to the team. To stay compliant with legislation and continuous professional development (CPD), they will register for and complete product training. Taking claims from notification to conclusion, the manager will facilitate the process by sending claim forms to clients, registering new claims, and sourcing relevant schedule, premium, and applicable excess information. They will meticulously check and approve settled claims for the entire department.
THE QUALIFICATIONS AND EXPERIENCE WE ARE LOOKING FOR:
Minimum 5 to 7 years of relevant experience in claims handling or claims management.Previous experience in a similar role within the insurance industry, preferably in claims management or claims handling.
THE COMPETENCIES WE REQUIRE ARE
Proficiency in the MS Office Suite with excellent Outlook, Excel, and Word skills.Adherence to the FSCA Fit and Proper requirements.Working knowledge and understanding of statutory and legislative requirements, e.g., Short-term Insurance Act/FAIS/Fit and Proper etc (advantageous).
If you meet all of the above, please send your CV to recruit@pronel.co.za Please note due to high volume responses, only candidates that meet the advertised criteria will be contacted.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS83NjYxMDI0NjM/c291cmNlPWd1bXRyZWU=&jid=1641209&xid=766102463
.special-hidden
{
display: none;
}
1d
1
Our well established client based in Pietermaritzburg is currently looking for a Claims Manager to join their team.
MAIN RESPONSIBILITIES:
Check policy cover details, premiums and excesses.Ensure that all the relevant / necessary claims documentation has been received.Appoint assessors where necessary.Attend to all correspondence, including telephonic enquiries.Prepare agreements of loss where necessary.Prepare payments for purposes of release.Provide instructions relating to salvage and monitor the upliftment of salvage (where applicable).Negotiate claims with brokers and assist brokers where such assistance is required.Motivate the team to achieve targets.Simulate growth and improvement within the claims department.Process claims in a fair and fast manner.Ensure that strict SLA's are adhered to in terms of the turnaround times.Ensure all risks are within Safire's risk appetite and reinsurance parameters.Assist and support the team with claim matter matters.Assist with overflow of work.Actively assist with team queries and resolve challenges speedily.
QUALIFICATIONS AND EXPERIENCE NEEDED:
Matric/Grade 12 (Accountancy and Maths).Bachelors Degree (Advantageous).A full qualifications in short term insurance (Advantageous).RE5 would be an advantage.Strong claims experience with a minimum 3 years or more as a claim's handler.
COMPETENCIES REQUIRED:
Proficiency in analysis, judgement, problem-solving, collaboration, business logic, and influencing.Proficiency in the MS Office Suite with excellent Outlook, Excel and Word skills.Proficiency in working with insurance systems.Proficiency in the relevant legislative knowledge.Technically proficient with product knowledge relevant to type of insurance being offered.
PERSONALITY THAT WILL EXCEL IN THE TEAM:
Act ethically and respectfully in every situation.Work meticulously with a very high attention to detail.Highly organized and deliver work on time, and to the highest standard.Build strong cohesive relationships with diverse stakeholders.Can work under pressure and with a sense of urgency and assertiveness.Excellent communication and interpersonal skills.Must be a team player and enjoy team collaboration.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MTU3NzY5OTQyP3NvdXJjZT1ndW10cmVl&jid=1608652&xid=4157769942
.special-hidden
{
display: none;
}
1d
1
Our client is looking for an experienced Professional Assistant to provide secretarial and administrative support to the CEO. Duties and responsibilities would relate to business and private requirements of the CEO, with the main focus being diary management, managing internal and external correspondence, facilitating and redirecting communication, payment schedules, facilitating tax communication, daily bank balance exports on Excel, compliance monitoring and running personal errands.
Requirements:
MatricTertiary undergraduate qualification preferableAdvanced MS Office proficiencyStrong financial and business acumenLegal aptitude - role requires dealing with legal documentsDrivers licence and own transport
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS83OTk4OTg0NTk/c291cmNlPWd1bXRyZWU=&jid=1730444&xid=799898459
.special-hidden
{
display: none;
}
1d
3
OLD MUTUAL PFA ... CAREER MOVE !!
Trainee financial Advisor position
You must be:
A peoples person. Compassionate Always ready to assist and give your client the financial advice they need.
This position is Based in Pietermaritzburg
REQUIREMENTS:
26 Years and older
Matric (Mathematics /Commerce would be a bonus )
Drivers licence and own vehicle
Energetic and able to communicate
This job will give you the opportunity to better yourself by providing training and certification.
Email CV’ to:
mhiralall@oldmutual.com
(only if all requirements are met)
### Do not inbox CV’s ###
19d
1
Pietermaritzburg
based Chartered Accounting firm looking for accounting and bookkeepers.relevant experience is required.
You are
invited to send through your CVs (via the upload functionality). please include your academic results to date.
Should
you not receive any response in 2 weeks kindly consider your application
unsuccessful.
23d
1
Pietermaritzburg
based Chartered Accounting firm looking for Individuals who wish to enter into
a training contract. Applicants/prospective trainees MUST have the relevant
accounting degree and CTA.
You are
invited to send through your CVs (via the upload functionality). please ensure your academic results and qualification certificates are included.
Should
you not receive any response in 2 weeks kindly consider your application
unsuccessful.
25d
1
Looking for career orientated goal getters to work in the insurance industry.Must have Matric, driver's license and vehicle, sales experience would be an advantage. Send your CV to rramlal@oldmutual.com
3mo
Ads in other locations
1
Job Functions
Administration
Industries
Insurance
Specification
1. Render client services• Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries• Update client personal details and AIMS notes• Provide correct and accurate advice to clients on products and services (TCF)• Inform clients and update changes to their policy (TCF)• Liaise with relevant departments to gather information to resolve clients’ queries• Maintain required business retention rate• Handle all complaints and enquiries• Escalate complaints to Office Manager and Complaints Handling Officer• Follow complaints procedure• Handle all incoming calls and walk-in clients2. Administrate Claims• Verify claims documents as per standard procedure• Assist clients with the completion of claim forms• Submit all claims received to Head office• Submit any outstanding documentation as per Head Office request• Keep claims register up to date3. Advise clients on cancellations• Advise the client of the process and disadvantages of cancellation• Retain the policy by proposing different options (partial surrender paid up)• Inform relevant Sales Manager of the intended cancellation for retention• As per clients request follow the standard cancellation procedure4. Office Administration• Manage mail and fax• Prepare statistical reports• Communicate with office manage with regards to office logistics5. Documentation and filing procedures• Keep record systems up to date• File and keep documentation for a period as required by the legislation6. Process and administrate application forms• Check and validate application forms for quality control• Follow the capturing procedure• Send incomplete applications back to Office Managers• Process application form on system• Follow up on outstanding documentation with Office Manager• Liaise with New Business department on outstanding and provide feedback to Office Managers• Email scanned successful application forms to New business department• Capture a minimum of required policies per day7. Send captured application forms to Head Office for archiving• Register successful applications• Send the original application form for tick off process• Follow up on all outstanding requirements from tick off
Requirements
Formal Education• Matric• Qualification that is recognized by the FSB would be an advantage (Depending on Date of First Appointment in the Industry)• RE5• Proof of CPD• Class of BusinessExperience• 2 Years’ Experience in the Insu...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNDIwODM0OTY4P3NvdXJjZT1ndW10cmVl&jid=768119&xid=2420834968
.special-hidden
{
display: none;
}
1d
Save this search and get notified
when new items are posted!
