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Job Description:
Are you passionate about providing exceptional client service and supporting sales efforts? We are seeking a Client Services and Sales Support Specialist to deliver professional first-line support to our valued clients and assist our sales team in achieving their goals. If youre dedicated, detail-oriented, and customer-focused, we want to hear from you.
Key Responsibilities:
1. Client Services:
Adhere to client service procedures, including handling maturities, policy contracts, loan applications, cancellations, amendments, financial and general inquiries.Update client personal details and maintain accurate AIMS notes.Provide clients with correct and accurate advice on our products and services (Treating Customers Fairly - TCF).Inform clients about changes to their policies, ensuring compliance with TCF principles.Collaborate with relevant departments to resolve client queries.Maintain the required business retention rate.Address and handle all client complaints and inquiries.Escalate complaints to the Office Manager and Complaints Handling Officer.Follow the prescribed complaints procedure.Handle incoming calls and assist walk-in clients.
2. Claims Administration:
Verify claims documents following standard procedures.Assist clients in completing claim forms.Submit all received claims to Head Office.Submit any outstanding documentation as requested by Head Office.Keep the claims register up to date.
3. Client Cancellations:
Advise clients on the cancellation process and the potential disadvantages.Retain policies by proposing alternative options, such as loans or partial surrender paid-ups.Inform the relevant Sales Manager of the intended cancellation for retention purposes.Follow the standard cancellation procedure upon the clients request.
4. Demutualization Process Administration:
Capture client information accurately.Inform clients of the status of their shares.Update client information in the AIMS systems.Register and forward relevant documentation to Head Office.
5. Office Administration:
Manage mail and fax communications.Prepare statistical reports as required.Assist with data capturing when necessary.Encourage clients to complete satisfaction surveys.
6. Fit and Proper Requirements:
Adhere and comply with FSB board notices in terms of FAIS.Maintain proper documentation and filing procedures.Keep record systems up to date.Ensure the proper filing and retention of docume...
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Audit and accounting firm in North West seeks experienced individuals to
join their audit team.
Both completed and partially completed SAICA articles team members are
eligible to apply.
Qualifications & Skills required:
1.Bachelor’s Degree in Accounting Science
2.CTA (advantageous)
3.Strong Technical Ability
4.Extremely high level of attention to detail and analytical and
problem-solving abilities
5.Methodical, accurate and detail conscious
6.Working knowledge of IFRS, GAAP and Financial Reporting requirements
7.Experience in an audit environment using Office 365 & MS Office
Caseware / draftworks and TeammateEmail CV to admin@nuecf.co.za
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Klerksdorp #SHIFTINTOHIGHCAREER to a successful Multinational Company that requires the services of a Group Finance AccountantMinimum RequirementsExperience in preparation of accounts, trial balances, financial statements, preparing of budgets and forecasts, and conducting financial analysis and interpretation of variances across different business units or company-wide joint venturesMust have at least 5 years’ experience as an AccountantRelevant BCom Accounting degree | SAICA/SAIPA articles essentialCandidate in the process of completing their Honours | CA Board exams will be given preferenceMust be able to work under pressureMust have contactable referencesSalary StructureSalary package negotiable
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*Reference: PTA000768-JL-1*
A leading debt collection company based in North-West, Potchefstroom is looking for a Debtors Manager to join their team. The successful candidate must come with strong debtor’s experience.
*Minimum Requirements:*
* Matric and a relevant degree.
* 3-5 Years’ experience in a similar role.
* Experience in managing staff.
* Strong experience in Pastel and Microsoft Excel
*Roles and Responsibilities:*
* Duties will be discussed in the interview.
*Closing Date:*
Submissions for this vacancy will close on 7 February 2022, however you will still have the opportunity to submit your CV for this position till 24 February 2022.
*Please Note:*
Thank you for submitting your CV to Marvel Placement Consultants. We value your submission, and we try our utmost best to get back to each applicant. However, should your application be successful, we will be in contact with you. Should you not hear from us within two weeks of application, please consider your application as unsuccessful. We are however recruitment specialists and will keep your details on our database for possible future opportunities.
*PoPI Act:*
Please note that Marvel Placement Consultants adhere to the POPI Act (Act No. 4 of 2013: Protection of Personal Information Act, 2013). Section 9 of PoPI states that “Personal Information”.
R
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*Reference: NFP011119-MR-1*
Are you a qualified CA(SA) tired of the city life, seeking an opportunity to pursue a flourishing career while still living a quieter life? Get in contact with me to find out more about the fantastic opportunity.
*Job & Company Description*
One of South Africa’s largest agricultural concerns is looking to add exceptional qualified Chartered Accountants to their rapidly growing group. This concern has been functioning for well over a century proving strong alliances and a workforce that is committed to innovative solutions. What really makes this company stand out is their workplace culture, a large company in a small town with a family-like feel when walking through their doors.
I have various opportunities for Chartered Accountants in the North-West Province. If this sounds like a place where you would like to put down your roots, with schools in the top 10 in South Africa and a big sense of community, then apply today to find out more about the various opportunities.
*Education *
* CA(SA)
*Job Experience & Skills Required:*
* 0-5 years’ post-article experience
* Agricultural industry experience advantageous
If you are interested in this opportunity, please apply directly. For more General Finance, CIMA related roles and CA(SA) jobs, please visit (www.networkrecruitment.co.za)(http://www.networkrecruitment.co.za/) or connect with me on LinkedIn at (https://www.linkedin.com/in/megan-rogers-864135178)(https://www.linkedin.com/in/megan-rogers-864135178)
Reach out to me directly if you are passively looking in one of our niche areas to hear more about roles that we are not advertising:
* Financial Manager
* Financial Director
* CFO
* Financial Accountant
* Cost Accountant / Factory Accountant
* Management Accountant
* Financial Analyst (FP&A)
* Finance Business Partner
* ACMA / CGMA
If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
For more information contact:
Megan Rogers on 012 348 4940
Specialist Consultant: General Finance and Chartered Accountants CA (SA)
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