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Top ads in Accounting & Finance Jobs
URGENT
We are looking for a Loan Consultant that loves to
work with customers and can work with numbers.
Candidate must be located in Mamelodi and close
surroundings.
Description of Sales Consultant:
*Good oral and written communication skills
*Attention to details
*Fluent in English
*Good listening skills
*Admin oriented
*Knowledge about cash loans
*Basic knowledge about Bank Statements
*Target Driven
*Good customer services
*Punctuality
* Experience with NuPay, Alps and Delfin Software
Starting Training Salary will be R4,600 p/m depending on
experience.
Candidate must be located in Mamelodi
and close surroundings.
If you can relate yourself to the above requirements & description,
kindly send your CV to financials.vacancies@gmail.com
4d
Mamelodi
URGENT
We are looking for a 2x Loan Consultants that loves
to work with customers and can work with numbers.
Candidates must be located in Hammanskraal and close
surroundings.
Description of Sales Consultant:
*Good oral and written communication skills
*Attention to details
*Fluent in English
*Good listening skills
*Admin oriented
*Knowledge about cash loans
*Basic knowledge about Bank Statements
*Target Driven
*Good customer services
*Punctuality
* Experience with NuPay, Alps and Delfin Software
Starting Training Salary will be R4,600 p/m depending on
experience.
Candidates must be located in Hammanskraal
and close surroundings.
If you can relate yourself to the above requirements & description,
kindly send your CV to financials.vacancies@gmail.com
6d
Northern Pretoria
Results for sales jobs in Accounting & Finance Jobs in Gauteng
1
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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
...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMzU2OTAyNDg5P3NvdXJjZT1ndW10cmVl&jid=1500721&xid=3356902489
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The core purpose of this role is to ensure reliable operations- and administrative support functions for the Sales Consultants and Portfolio Managers so that they may prioritise the achievement of sales targets. This role is therefore responsible for the management and control of all internal operations and administrative related functions within the Sales Division.
The Manager designs efficient workflow structures, incorporating internal standard operating procedures (SOPs), sound risk management practices, internal standards of quality and service excellence, as well as agreed turn-around times, and accordingly assigns duties to sales operational/ administrative support personnel.
Minimum Requirements:
Grade 12NQF 4 or higher certificate in Short-Term InsuranceRE 5 (Representative Exam)Must provide evidence of FAIS Fit & Proper status (DOFA)Related BCOM degree – highly advantageousFurther training or qualification in Management or Leadership – highly advantageousSound/ Specialist Product knowledge and application in respect to Personal and Commercial Lines classes of businessMinimum of 10 years of relevant work experience within the Short-Term Insurance Sales sphereAt least 5 years of related experience in a Managerial/ supervisory capacity, with a specific focus on operations management and employee management.Experience dealing with Brokers, including brokers with Binder/Outsource AgreementsKnowledge 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
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xOTk2MjgyNjI3P3NvdXJjZT1ndW10cmVl&jid=1324861&xid=1996282627
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You will build a client base through identifying potential clients, presenting them with suitable product proposals and confirming policy sales. You must build relationships with clients to ensure retention of business and facilitate new business. You will have extensive knowledge of products and providers. You will be responsible for complete and accurate administration related to all policies and clients.
Minimum Requirements:
MatricShort Term Insurance QualificationRE Product-specific trainingCompleted Class of Business - CommercialCPD Hours in the current Cycle5 years in Insurance 3 years as Account Executive
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS82MDkzNDk1MzY/c291cmNlPWd1bXRyZWU=&jid=1253897&xid=609349536
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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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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
3d
1
Looking for a TOP performer, with call centre sales experience, if you have a RE 5 certificate that is a PLUS, AND if you have 1 year and 6 months call centre experience with a RE 5 certificate that would be ideal!
Offer medical aid to customers
Must be able to make more than 4 sales per day comfortably
Excellent at objection handling
Great telephone etiquette
Clear criminal record
Must be able to start immediately
Should have a great track record
Must provide 3-6 months payslip to show commission earnings
Excellent English communication
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS84MTA0NDgwMzY/c291cmNlPWd1bXRyZWU=&jid=1639383&xid=810448036
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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
3d
1
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Responsible for selling non-COID solutions to the top 50 class clients while building and maintaining relationships with them.
Key Performance Areas:
Manage business intelligence and business generated leads in a professional and timely manner.Customer Service and Relationship ManagementLead analysis initiatives and service improvement reviews across all clients.Build strong relationships with clients from initial call strategy gaining their trust and respect.Attend prospect premises to undertake surveys and progress sale.Prepare periodic sales pipeline reports showing sales volume and potential salesRevenue generation through selling of non-COID and other products to mining and metal clients.Follow up on sales opportunities for clientsMitigate controllable Risks through Quality, due diligence, and disclosures.
Qualifications and Experience:
NQF 6 National Diploma in an FSB recognized qualificationCertified Financial Planner is AdvantageousRE5 (Representatives) non-negotiable and RE1 (Key Individual) advantageousFAIS accreditedAt least 5 years proven sales experience at senior levelAbility to interact at a C suite levelKnowledge of business policies, processes and procedures, legal complianceHighly developed, demonstrated Sales SkillsProven track record of sales experience in a Business-to-Business employee benefit product environmentAppropriate experience in a customer facing environmentExperienced in identifying potential client’s teams about potential marketsAppropriate experience in a customer facing environmentExperienced in identifying potential client’s teams about potential marketsDemonstrated ability to increase productivity and continuously improve methods, approaches, and departmental contributionDemonstrated effectiveness in holding conversations with customers, customer evangelism, and customer-focused product development and outreachDemonstrated ability to see the big picture and provide useful advice and inputCompetitive in their approach to businessExperienced in identifying potential client’s teams about potential markets, desirable product features, go-to-market best practices, and measuring the success of outreach and product salesComfortable and able to act with authorityTakes full accountability for performance and developmentCommitment to continuous learning.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS81NzAwOTQ3MTk/c291cmNlPWd1bXRyZWU=&jid=1305106&xid=570094719
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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
3d
1
If you have a RE 5, COB - personal lines, 12 CPD points, Matric, valid DOFA date, clear criminal record, clear ITC (Credit), 6 months proof of income of showing you earner proper commission, available to start a new job on 25 August 2023, then hit APPLY button!!!!
Our short term insurance client is looking for qualified and experienced short term insurance Outbound Sales Agents with 2 - 3 years Outbound Sales experience in a call centre to join their team!!!!
Must be used to marathon days, hitting target every month, overcoming objections from clients, excellent communication, professional, quality orientated, self motivated.
Must be results driven, resilient, energetic, able to liaise with all different levels of clients.
If you are seriously interested, please send me your updated CV, copy of ID, Matric, RE 5, COB, CPD, 2 contacts to call for reference checks, 6 months payslips of bank statements to show you earned proper commission consecutively.
Uncapped performance based commission
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMTYxODU2NzA4P3NvdXJjZT1ndW10cmVl&jid=1679718&xid=3161856708
3d
Very Stable Company looking for a Financial Director Designate
CA Qualification preferable not essential
Strong Management / Leadership skills
Serving on Exco
Preparing and presenting board packs
Preparation of Integrated Annual Report
Handling critical analysis of budgets building into the group
Responsible for assessment of results alignment with budgets and forecasts
Preparing group cash flow budgets
Managing risk and internal audit function and strategy
Group strategy (finance & other)
Facility negotiations with financial institutions and maintaining banking relationships
Overseeing insurance portfolio
Supervision of BEE compliance
Must be able to fill a General Management role overseeing logistics, supply chain, marketing, sales, admin and HR
Job Reference #: JHB001331/MP
3d
1
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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
3d
1
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Our client in the insurance industry is looking for top performing and driven individuals who would like to join their Outbound Sales team in the short-term insurance space.
Minimum qualification/s required:
Grade 12
RE 5
FAIS credits
Class of Business in Personal Lines
CPD points 12
Minimum experience:
A minimum of 3 years sales experience
A minimum of 2 years outbound sales experience
Short-term insurance experience
Essential requirements and skills:
Autonomous
Eloquent
Good listener
Great performance
Customer-centric
Versatile
Effective bargaining prowess
Persuasive capability
When applying, please also add a copy of your ID, matric certificate, RE 5 certificate, COB certificate, proof of CPD points and 6 months consecutive pay slips to show commission earnings.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNDMwMDU2NzE2P3NvdXJjZT1ndW10cmVl&jid=1679934&xid=1430056716
3d
1
SavedSave
Our client in the insurance industry is looking for top performing and driven individuals who would like to join their Outbound Sales team in the short-term insurance space.
Minimum qualification/s required:
Grade 12
RE 5
FAIS credits
Class of Business in Personal Lines
CPD points 12
Minimum experience:
A minimum of 3 years sales experience
A minimum of 2 years outbound sales experience
Short-term insurance experience
Essential requirements and skills:
Autonomous
Eloquent
Good listener
Great performance
Customer-centric
Versatile
Effective bargaining prowess
Persuasive capability
When applying, please also add a copy of your ID, matric certificate, RE 5 certificate, COB certificate, proof of CPD points and 6 months consecutive pay slips to show commission earnings.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMzgwMDYxNzU0P3NvdXJjZT1ndW10cmVl&jid=1679935&xid=1380061754
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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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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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1
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
3d
1
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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
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=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80Mjc5Mjc2MTY4P3NvdXJjZT1ndW10cmVl&jid=1695447&xid=4279276168
3d
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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
3d
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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
3d
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