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Results for office jobs in Accounting & Finance Jobs in Gauteng
1
Main Outputs and Responsibilities for This Position:
1. Provide advice to clients
Verify the positive identification of the clientProvide correct and accurate advice to clients on products; premiums (monthly); beneficiaries; payments (school fund, loans; life assured on policy; (TCF)Make notes on the systemProvide assistance on demutualization enquiries
2. Advise clients on cancelations
Advise the client of the process and disadvantages of cancelationRetain the policy by proposing different options (loan, partial surrender paid up)As per clients request follow the standard cancelation procedure (Refund if applicable)
3. Advise clients on changes to policy
Verify the positive identification of the clientCheck policy details and statusAdvise client if request can be processedMakes notes on the systemSend documents to back off for processingFollow up with back office if changes to policy and been processed and provide feedback to client
4. Fit and Proper Requirements
Adhere and comply to FSB board notice in terms of FAIS
Requirements
Formal Education:
Matric
Technical/Legal Certification :
Registration as an Employee Representative (FSB)Relevant Qualification as per the FSB Board Notice (Depending on date of appointment in the industry)Regulatory Examination Level 1: Representatives (RE5)
Experience:
2 Years’ Experience in the Insurance Industry;1 Year Client ServicesCategory A, B1, B2, C and Retail Benefits (Advantage)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS85NzY1NDM5OTc/c291cmNlPWd1bXRyZWU=&jid=1484473&xid=976543997
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18h
1
Recruiting a permanent Office Administrator from the long term insurance industry – applicants must have Recognized a Qualification as per the FSB, RE5, Registration as an Employee Representative (FSB), and experience in the following to be considered for this position:
2 Years’ Experience in the Insurance Industry (Long term insurance)1 Year in Client Services,1 year’s experience in data capturing,and1 Year’s experience in Category A, B, C, and retail pension benefits (Advantage) these requirements are not negotiable.
Location Limpopo - Jane Furse
Job Description
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 retentionHandle all complaints and enquiries.Escalate complaints to Office Manager and Complaints Handling Officer.Follow complaints procedure.Handle all incoming calls and walk-in clients.
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 requestKeep claims register up to date
Advise clients on cancelations
Advise the client of the process and disadvantages of cancelationRetain the policy by proposing different options (loan, partial surrender paid up)Inform relevant Sales Manager of the intended cancelation for retentionAs per client’s request follow the standard cancelation procedure
Administrate demutualization process
Capture client informationhttps://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS81OTU1MTc2OTg/c291cmNlPWd1bXRyZWU=&jid=1463130&xid=595517698
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18h
1
Provide advice to clients
Aid with demutualization enquiriesDeliver correct/ accurate advice to customers on products; premiums (monthly); beneficiaries; payments (school fund, loans; life assured on policy; (TCF)Track on system/sVerify positive identification of client
Guide clients on cancelations
Policy retention by proposing diverse options (loan, partial surrender paid up)Inform customers of processes involved as well as disadvantage/s of cancelationsFollow cancelation processes and procedure/s as per customer (Refund if applicable)
Advise clients on changes to policy
Update system notes - documentation to back office for processingCheck policy details/ status, inform client if request can be processedFollow up with back office if changes to policy have been processed and provide feedback to clientAuthenticate positive identification of client
Fit and Proper Requirements
Comply and adhere to FSB board notice in terms of FAIS 10
Requirements.
Matric
Technical/ legal certification
Registration as an Employee Representative (FSB)Relevant Qualification as per the FSB Board Notice (Depending on date of appointment in the industry)Regulatory Examination Level 1: Representatives (RE5)
Experience
2 Years’ Experience in the Insurance Industry1 Year Client ServicesCategory A, B1, B2, C and Retail Benefits (Advantage)
COMPETENCIES
Knowledge: Competency Description
Legislation: FAIS; FICA; NCA
Insurance Products Category: A; B & C
Skills: Competency Description
Communication English
Computer Excel
Telephone Etiquette
Interpersonal Skills All levels
Attributes: Competency Description
Friendly
Professional
Empathy
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xOTc4MjE0NjMyP3NvdXJjZT1ndW10cmVl&jid=803661&xid=1978214632
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18h
1
Our client is seeking a hunter that can overcome objections successfully when selling long term insurance to clients. This is a permanent role towards Parktown, there is accessible transport across from the office.
Must be used to working long days' / marathon days' and weekends
We are looking for TOP performers that want to make money and offer clients' an excellent service
This role is all about QUALITY and focusing on what you are selling to your customers (attention to detail on product specifications are important)
You will be selling under supervision
Must have no less than 2-3 FULL years' of call centre, cold calling experience, selling long term insurance
Need to have great communication skills - English
Target driven
Professional
Determined
Great at objection handling
Must have a Matric
Clear criminal record, clear credit record, clear fraud record
Great track record - reference checks will be conducted upfront
When applying, accompany with 6 months' payslips as client wants to see that you earned commission PLUS Top performer/achiever certificates
Only serious applicants will be considered
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNDE2MjM3NTcyP3NvdXJjZT1ndW10cmVl&jid=1537518&xid=3416237572
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18h
1
Recruiting a Senior Specialist: Lead Generation for Corporate Affairs, this is a permanent, senior person to be located in Menlyn (Pretoria). Must have: 5 years of working experience with media scheduling and leads generation with the sole purpose of achieving direct results in the Funeral insurance space. The successful candidate must also have media Industry experience, especially across digital platforms as well as a good sound knowledge of POPI and industry rules
The main duties and responsibilities are as follows:
Leads Generation
Perform daily, weekly, and monthly leads generation across platforms.Reduce cost per lead, across all internal lead generation platforms, including Digital platformsResponsible for the writing and proposal of social media leads generation content and must consult with PR and Brand.Create and propose Direct marketing materialSocial media management with the sole purpose to generate leadsCreate marketing plans for cross-selling and upsellingWork in conjunction with the Data Analyst to provide analysis on leads.Proficiency in the use of query and reporting analysis tools advantage but not a requirement (SQL).
Reporting
Compile daily, weekly, and monthly reportsDevelop new reports to address changing business needs.Utilizing all reporting platforms to create reports.Reconciling monthly spending and lead channelsLoad and pay all leads invoices
Analysis and recommendations
Examine all reporting and provide insight into the results.Conduct change impact analysis to assess the potential implications of changes to business functionsConduct research relating to leads processes and practices, including new vendors/products
Ad Hoc
Assist with all ad hoc requests (admin and follow-ups) Requirements
Formal Education
Degree/diploma with marketing and/or communications
Technical/Legal Certification
Microsoft Office suite proficient (Basic Excel and Word)
Experience
5 years of working experience with media scheduling and leads generation with the sole purpose of achieving direct results in the Funeral insurance space.Experience in terms of driving down lead costsExperience in the Media Industry, especially across digital platformsGood knowledge of POPI and industry rules
CLOSING DATE: 11 DECEMBER 2022
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yOTUzOTE5NjUzP3NvdXJjZT1ndW10cmVl&jid=1426776&xid=2953919653
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18h
1
Duties & Responsibilities:
Contribute to organizations objectives for IT Development
Develop and maintain models that meet end-user requirements, including recommended Domain and Use Case Models (TCF) based on technical specifications.Implement the solution within the defined framework for user requirements
Develop and maintain IT Administration Systems (Operational Excellence)
Gather and analyze business and customer requirements to identify and prioritize opportunities to improve efficiencies and processes through integration.Design and implement integration flows and enhancements, including APIs and/or file-based integrations.Partner with development and design teams to support and provide oversight in designing and developing integration solutions and prototypes.Determine, conduct, and automate integration tests, load tests, and performance tests, including facilitating set-up of test data and accounts.Prepare and manage technical documentation and self-service resources on integrations.Proactively monitor integration performance and troubleshoot, resolve, and report integration issues to impacted teams and stakeholders.Adhere to established development and integration processes, best practices, and standards.Use user and stakeholder feedback to guide the development of new products and integration enhancements.Participate in integration vendor and tool selection to meet business needs and support development team workflows.Promote a collaborative team environment and work closely with colleagues and stakeholders to achieve goals.Provide coaching and mentorship to junior integration engineers.Provide direction and leadership for a team(s) of integration engineers.Incorporate integration requirements into designIncorporate security requirements into designServe as a resource to help the teams make appropriate system and component level design decisions during implementationIncorporate security requirements into designProvide 3rd line support and maintain software functionalityReview and provide input to technical documentationIdentify efficiency opportunitiesRegular status updates to Project Management Office and Manager IT Software DevelopmentProvide assistance to QA/Application Support teamProvide 3rd line support and maintain software functionalityReview and provide input to technical documentationIdentify efficiency opportunitiesRegular status updates to Project Management Office and Manager IT Software DevelopmentProvide assistance to QA/Application Support team
Requirements
Formal EducationBSc or BEng (Computer or Electronic) or equivalent ...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNjYwMDUzNzkxP3NvdXJjZT1ndW10cmVl&jid=1510192&xid=1660053791
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19h
1
Recruiting an established Broker Consultant for a perm position in Port Elizabeth. The main objectives of this position is to recruit, maintain and develop brokers and achieve set targets.
Only candidates with the following skills and experience will be considered for this position.
MatricDiploma/Degree/Long-Term Insurance qualification (qualification recognized by the FSCA) Technical/Legal CertificationRegulatory Examination Level 1: RepresentativesRegulatory Examination Level 1: Key Individual (Advantage)
Experience
2 years of Project Management2 years experience in the Long-Term Insurance industryMin 1 year’s experience in Advice and Intermediary experience in categories A, B, C, and retail benefits1 year’s management experience in the insurance industry
Duties
Develop and maintain a sales and marketing plan
Develop and implement an integrated sales & marketing planReview progress and compile reports on progress made
Recruit Brokers
Grow distribution channel by sourcing and selecting appropriate brokersPrepare and present appropriate documentation of Brokers for the CCC
Provide support to brokers
Ensure brokers are equipped with sufficient documentation e.g. application formsHandle administration queries on behalf of dedicated brokersCheck business methods of dedicated brokers and advise accordinglyUpdate brokers on Assupol products and services regularlyEnsure computer software for brokers are up to date in respect of Assupol products and servicesBuild professional business relationships with brokers
Offer training to brokers and their sub-agents
Facilitate product trainingFacilitate any other form of training that will enhance the broker’s productionKeep a record of training interventionsForward all relevant training info to Head Office
Identity and develop new and current markets
Identify 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
Identify and develop new marketsEnsure and monito...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS85MDMxNjg0NzE/c291cmNlPWd1bXRyZWU=&jid=1501497&xid=903168471
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19h
1
1. Financial administration of legal entities
• Load payments on the entities’ bank accounts after ensuring that they meets the requirements of the Group Financial Administration Policy.• Recording of financial transactions in the general ledger.• Perform reconciliations on balance sheet balances on a monthly basis.
2. Assist with the reporting of monthly results
• Assist with the preparation of the monthly management accounts.
3. Assist with annual reporting
• Assist with the preparation of interim and annual financial statements.
4. Assist with the compilation of budgets
• Assist with the preparation of the annual budgets
5. Comply with legislative and statutory requirements
• Assist with compilation of legislative and statutory reporting
6. Ad hoc tasks
Provide assistance where ad hoc tasks are allocated to the position by seniors.
Requirements
FORMAL EDUCATION
B.Com Financial Management/Accounting Sciences
EXPERIENCE
Advanced computer literacy and knowledge of MS Office, especially Excel2 – 3 years financial administration and management reporting experience
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNDM1NjI5MjQ0P3NvdXJjZT1ndW10cmVl&jid=1520200&xid=1435629244
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19h
1
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 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. It's a leadership position demanding both technical know-how and strong leadership abilities.
Responsibilities:
• Oversee all aspects of the company's 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 leadership skills with the a...Job Reference #: 202657
19h
1
A top company in the insurance industry is seeking a Client Services Administrator to start in their Branch administration department in Rustenburg.
Purpose
To provide professional first line support to clients and sales support
Responsibilities
Render client services: updating client personal details, inform clients and update changes to their policy, handle all complaints and enquiries.Administrate Claims: Verify claim documents as per standard procedure, submit all claims received to head office, keep claims register up to date.Advise clients of cancelationsOffice Administration: Manage mail and fax, prepare statistical reports.
Requirements
Must have Matric.A recognized qualification as per the FSCA will be advantageous.Must have an RE5. Must have registration as an Employee RepresentativeMust have CPD pointsMust have Class of Business CertificateMust have at least 2 years' Experience in the insurance industryMust have 1 year Client services experience.Must have 1 year experience in: Category A, B, C and retail benefits will be advantageous.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xODI2NDEyNDI5P3NvdXJjZT1ndW10cmVl&jid=1746577&xid=1826412429
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19h
1
Job description
A top company in the insurance industry is seeking a Chartered Accountant CA(SA) to join their Group Finance department as a Group Finance Manager.
Duties
The Group Finance Manager will be responsible for the day-to-day financial management of the company. The Group Finance Manager will be responsible for financial analysis, financial planning and budgeting, forecasting, financial reporting, risk management, internal controls, providing assistance to SAICA training officer and ad hoc tasks. They will also be responsible for managing a team of finance professionals.
Qualifications
Matric.BCom degree in Accounting ScienceCertificate In Theory of Accounting (Honours Degree) (CTA)Must be a Charted Accountant CA(SA)3-5 years' Experience in financial/management reporting experienceExperience in Long Term Insurance Industry.Management experience will be advantageous.Excellent analytical and problem-solving skillsStrong leadership and team management skillsExperience in working with financial software and systems.Ability to work collaboratively with management teams, clients, and employees at all levels.Strong attention to detail and ability to meet tight deadlines.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MjUxMDE0ODQ3P3NvdXJjZT1ndW10cmVl&jid=1691772&xid=4251014847
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19h
1
My Short Term Insurance Client is looking for a Motor Claims Consultant.
Requirements:
MatricRe 5FETC in Short Term InsuranceHigher Certificate AdvClass of Business - Personal & Commercial linesMust be FAIS Fit and ProperMs Office Literate5 + years of relevant experience in Personal, Commercial and Agri claims settlementWork experience with a license insurer highly advantageous
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS81ODI2MDQ5Nzk/c291cmNlPWd1bXRyZWU=&jid=1283441&xid=582604979
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19h
1
You will evaluate the risk of insuring a particular person / asset / building. You are responsible for accepting liability and setting the appropriate premium pricing for the insurance policy.
MatricRE 5FETC In Short Term Insurance NQF 41+ Years working experience in Short Term Insurance in Personal Lines UnderwritingMS OfficeEndorsementsProductivity on all brokers with outsources binder agreementsAttending to all broker queriesAction RenewalsRequesting VAR surveysProcessing corrective action based on claims historyRetain businessProviding quotesManage daily dairyAdhere to procedures
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNTk4NzAxNTk3P3NvdXJjZT1ndW10cmVl&jid=1307858&xid=2598701597
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19h
1
Your main purpose will be to quote on all commercial business received for the specific Portfolio Managers you have been assigned to. Quote, Amendments, ad-hoc processing of commercial new business and loading of new business are also required. Quoting for new business policies should be in accordance with prescribed guidelines. Coverall quality of customer service.
Required:
MatricFETC in Short Term Insurance NQF 4Higher Certificate in Short Term Insurance NQF 5 or higher would be highly advantageousRE 5Computer literate Ms OfficeExposure to TIAL 3 years of relevant working experience in short-term insurance sales
ONLY SA CITIZENS - THIS IS AN EE POSITION
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMTQ4NDUyODU4P3NvdXJjZT1ndW10cmVl&jid=1312845&xid=1148452858
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19h
1
My Short Term Insurance Client requires a PA to MD
Minimum Requirements:
Matric5 + years of experience as a PA to MD / CEO / COOMS Office Accurate typing. Manage electronic diariesDo Travel bookingsTake Minutes of MeetingsGeneral Administration.OrganisedResides in the East Rand.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMTExODI2ODQ4P3NvdXJjZT1ndW10cmVl&jid=1366459&xid=2111826848
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19h
1
My Short Term Insurance Client is looking for a Technical Engineering Underwriter.
Requirements:
Grade 12FETC in Short Term Insurance (ESS)Higher Certificate in Short Term Insurance (ADV)RE 5 passedMust be FAIS Fit & ProperBasic Ms Office Advanced product knowledge and application of Engineering insurance5+ years of relevant work experience Knowledge and understanding of current market trends within the industry, external factors that could impact the business, as well as a sound understanding of competitor product offerings.
Duties:
Underwrite Engineering risks which will include renewals and policy amendments if required.Maintain effective strategies and organisation skills within the Engineering Department.Develop and maintain strong relationships with brokers and internal stakeholders.Negotiate terms and conditions with Business Partners.Policy documentation and administration – ensure accurate policy documentation is issued to brokers and maintain accurate records of such.Proactively drive involvement of functional areas within the Engineering division.Proactively liaise with relevant stakeholders when new business is underwritten.Work effectively within the Technical Team environment and provide support in terms of investigations and formulation of new product enhancement and Reinsurance business.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNDY5MDk3MTQwP3NvdXJjZT1ndW10cmVl&jid=1305789&xid=1469097140
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19h
1
Compliance Clerk needed for a Long Term Insurance Company
To Support Compliance officer and Management
Requirements:
LLB Degree Graduate
6 months Compliance experience
Long Term Insurance knowledge is Advantageous
3 Month Contract
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMjE5MTM2MzkxP3NvdXJjZT1ndW10cmVl&jid=1510174&xid=2219136391
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19h
1
Description
Duties & Responsibilities:
Contribute to the efficient and effective functioning of the Compliance Function
Assist manager to ensure that the compliance function are in compliance with law and industry and regulatory body requirements ito Market ConductPromote prevention of legal and regulatory risk in the company (TCF)Maintain efficient and effective operations in ComplianceValidate that policies and procedures with regards to Compliance Function are being adhered to. (TCF)
Attend to regulatory and client complaints (TCF)
Assist with investigation of regulatory and clients complaints (Ombudsman cases)
Responsible for Compliance Monitoring and Reporting
Monitor compliance risk, policies and procedures at Head Office and branches of Assupol GroupComplete monitoring reports for Compliance ManagerProvide overall compliance assistance, guidance and advice to Assupol Group of CompaniesContribute to the development of compliance risk management plansContribute to the completion of compliance reporting (internal and regulatory)
Provide Training and Awareness on Compliance Matters
Create awareness in Assupol Group of Companies with law requirements (TCF)Inform employees about relevant compliance mattersDevelop, educate and enabling healthy and business orientated compliance culture
Co-ordination of Market Conduct function
Liaise between managers, team and other teamsFollow-up on responses and reports from managersAttend to normal telephonic enquiriesManage incoming correspondence from the regulator or any other industry bodyDepartment communication
Performance of secretarial duties and administration
Prepare, manage and control the departmental budgetPrepare and consolidate reportsPrepare documentation e.g. reports, presentations and memosDraft lettersDistribute documentation e.g. reports and memosLiaise with internal and external stakeholders and executives, directors, committee members, company secretary and others, where appropriateAssistance with the organisation of internal and external meetings prior to and during the eventCoordinate arrangements for visitors, as necessaryPreparation for meetings: Preparation of meeting packs (agenda, minutes and other required material)Take minutes at meetings and distribute minutes where necessary
Assist with queries
Assist with queries of the Compliance, Complaints and Broker Advisory and Intermediary Services
General office admin...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS85OTQyOTMyOTM/c291cmNlPWd1bXRyZWU=&jid=1495756&xid=994293293
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19h
1
My Insurance client in the East Rand is looking for a Product Development Solution Architect
You will do Product Development and ManagementEnhancement and maintenance of learning platformsShort Term Insurance Compliance (Basic understanding)Market Evaluation / TrendsBusiness Development, such as creating and implementing business modules, provide guidelines and input regarding system enhancementsUnderwriting guidelines and supportProduct Performance analysis
Requirements:
MatricFAIS NQF 4 Higher Certificate in Short Term InsuranceRE 510+ years exp Underwriting Short Term Insurance ProductsAdvanced Product Knowledge and application in respect of all classes of insurance indemnified under the Commercial Lines Policy as well as Specialised Liabilities such as Broadform, Directors and Officer, Schools LiabilitiesTravelling - Nationally Must have valid drivers license.Rating methodologies and product structures
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMzEwMDkxODU/c291cmNlPWd1bXRyZWU=&jid=1305786&xid=131009185
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19h
1
1. Oversee the preparation of Assupol Life financial information
Oversee compilation of monthly financial reports for review by senior management
Meet internal and external stakeholders' reporting requirements
2. Compile Assupol Life annual and interim reporting
Compile interim financial reporting and oversee process to gather information for disclosure purposes
Compile annual financial statements and oversee process to gather information for disclosure purposes
Liaise with and provide deliverables requested by external audit
3. Implement and monitor Assupol Life forecasts and budget
Compile the annual budget and 5-year forecast and manage the budget deliverables provided by other department
Report on approved budget i.e. variances etc.
Maintain a pro-active budget monitoring function to manage budget overspends
oversee process to report to budget owners and Expense Management Forum on a monthly basis
4. Compile Assupol Life statutory reports
Oversee the compilation of statutory reports and act as liaison with external stakeholders e.g. SARB, FSB, ASISA, NCR
Review and sign off on statutory reports and ensure timely submission
5. Ensure Assupol Life's compliance with SARS requirements
Perform the income tax calculation of Assupol Life
Obtain relevant information and act as liaison with external auditors regarding provisional and annual tax calculation and returns
Attend to queries received from SARS regarding income tax
Review the VAT calculation of Assupol Life
Ensure timeous submission of all tax related matters to SARS
Assist in compiling reports to and participate in the Tax Committee meetings
6. Provide assistance to SAICA training officer
Evaluate trainees where work is performed under this position's supervision
Supervise trainees and provide guidance to them with respect to the SAICA training programme
7. Ad hoc tasks
Assist with management of financial administration and reporting services rendered to other non-life subsidiaries in the Group or other legal entities
Provide assistance where ad hoc tasks are allocated to the position by management e.g. implementation of a new financial reporting standard
Formal education:
B.COM degree in Accounting Science
Certificate in Theory of Accounting (Honours Degree) (CTA)
Legal Certification requirements:
Chartered Accountant CA(SA)
Experience:
3-5 years Financial/Management reporting experience
Long term insurance industry
Management experience will be beneficial
Closing da...
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19h
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