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CXP is looking for a Finance Manager to join our team based in Umhlanga . This position is to support the Director of Finance to build a global finance centre of excellence that enable us to achieve an excellent return on investment.
The ideal candidate will be responsible for working with senior management to develop financial strategies for the organization. You should be comfortable handling large amounts of data, acting as a decision maker, and providing regular financial reporting.
A career in finance, with a global outsourcing organisation, will provide you with the opportunity to help CXP in all aspects of our finance internal functions including financial planning and reporting, data analysis, and assisting leadership with overall strategy.
Responsibilities:
Proactively deliver accurate and timely compliance and business insightDeliver measurable cost savings and efficiencies throughout the business.Optimise non-billable costs
Technical skills:
High Levels of EQ2Communication, negotiation and people engagementAccounting, finance, tax, audit, compliance and risk managementProject management, systems and process automation
Qualifications and experience:
Chartered Accountant (SA).Five (5) years in a senior finance role.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xODQ3NTE1NTY/c291cmNlPWd1bXRyZWU=&jid=370940&xid=184751556
4d
1
CXP is looking for an experienced BPO Quality Assurance Consultant. This individual should have the ability to accurately assess the manner in which consultants deal with customers on a daily basis, along with the ability to perform coaching and calibration sessions with consultants who need some development.
The Role:
You will be responsible for measuring the quality and verification of all advised and non-advisory sales, calls/correspondence in line with business expectations (Specified to campaign) and ensuring corrective action is undertaken where required to ensure the delivery of a first-class level of service to our customers.
Key Responsibilities:
Ensuring regulatory principles and processes, including Treating Customers Fairly (TCF) and Data Protection policies are followed and delivered consistentlyContribute to a ‘customer driven’ culture of continual improvement, take ownership and become empowered to contribute to meeting business goalsTo deliver set targets and KPI’s on all quality monitoring activity undertakenTo provide feedback and coaching and support to agentsProvide feedback to line manager about effectiveness of processes and potential risks to ensure the department operates in the most efficient manner possibleObtain and accurately input relevant customer data into in-house systems and ensure clear notes are added where neededAchieve departmental and individual objectivesWork with other parts of the organization for the overall objective of improved customer service/experience and treating customers fairlyParticipates in self-development through coaching, mentoring, training and peer feedbackUndertake work of a related nature, or perform duties other than or in addition to those outlined above upon request.
Essential/Desirable Attributes and Experience:
TCF Regulatory Accountabilities.
To carry out your accountabilities and objectives within the frameworks of the Clients TCF policies.
Experience & Qualifications desired:
Previous experience in a financial services roleExcellent communication and interpersonal skills Good numeracy, literacy and attention to detailUnderstanding of FCA and TCF regulations relating to complaints handling and consumer salesBusiness related qualification an advantage
Hours: To be discussed (UK based Shifts)
Between 09H00 & 21H00 / 10H00 & 22H00 Monday - Friday (Additional Saturdays may be included)
*Candidates would be required to be available to start in January 2022 and be required to work SA Public holidays.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMDkzMTIzMTAyP3NvdXJjZT1ndW10cmVl&jid=803440&xid=2093123102
4d
1
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The Senior Systems Engineer is responsible for resolving escalated service issues, coaching other engineers to resolutions, engineering and implementing complex projects, and for maintaining and overseeing the technology of their assigned accounts. This role is a key position within the service department and will be called upon to resolve the highest-level technical issues. Ensuring the highest levels of systems, infrastructure availability and SLAs
*Client *
*Duties and expectations include but are not limited to*
Reporting to the Systems Engineering Manager and working with fellow members of the Engineering and IT Teams, the responsibilities include but not limited to:
* Participating, providing, and assisting in the design, UAT and implementation of solutions.
* Hardware and software scoping and planning for client requirements.
* Capacity planning of resources for physical and virtual environments.
* Collaborate with cross-functional teams for project & service delivery, such as client services, technical teams and third-party solution providers
* Engage in new and existing business/client project planning sessions to provide input and align to industry best standards.
* Ensure client systems remain stable and requirements are continuously met.
* Ensure client SLAs, deliverables and projects are met timeously
* Co-ordinate software & systems solutions testing and rollouts.
* Remain proactive and responsive to prospective clients and stakeholders.
* Retain and develop strong relationships with clients, delivering strategic insight and advice and industry intelligence, to help them achieve their objectives.
* Provide information and evidence for technical audits and advise on solutions for improvement.
* Determine efficient communication procedures for service delivery teams to relay back to clients for impact of systems.
*People*
* Provide daily direction and communication to team on performance through regular team connects
* Grow, mentor, and upskill the team on technical and management skills
* Coach direct reports on workforce issues
* Enables and empowers the team to implement/execute a strategic vision or change for the better. Leads with passion and energy.
*Financial *
* Effectively maintain awareness of the business strategy and company profitability, including all budgetary controls focused on the impact the specialist support team has on delivery of ensuring the business achieves the revenue targets
* Ensure departmental expenditure is within budget
* Ensure software, infrastructure and all licensing expenditure is accounted for along in co-ordinance with the correct processes and relevant approvals.
* Drive cost management and savings initiatives to reduce overall operating expenses and improve profitability
*Risk and process *
* Identify continuous improvement opportunities, and drive solutions to enhance processes around authentication, security and
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzMxMTM5X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1206184&xid=1555_31139
2y
1
UK Based medical recruitment client that recruits for the UK Only and only UK Candidates
*Position: *Sales Manager
*Location: *Durban, Umhlanga
*Working Hours: *Monday - Friday (0800-1730)(tel:08001730) (GMT)
UK’s fastest growing Recruitment companies within the healthcare sector. Founded in 2015, we have offices based nationally and globally, with over 120 members of staff providing a premium service to the healthcare sector. Our founders have over 60 years of combined experience within the recruitment industry.
Our business serves Hospitals, Prisons, Care Homes and other Healthcare organisations across the UK, all in an emergency basis. OneCall24 has forged its reputation on being able to supply temporary workers to our clients, at a time when very few others can – we are the company which our clients can call when they are in a crisis, and we work hard to ensure we meet their needs. We operate 24 Hours a Day, 7 days a week – we never close.
*Introduction:*
At OneCall24, we are looking for highly driven leaders who are looking to expand their experience and to be a valuable contributor to the leadership team in our South African office. The individual must have a hunger for success, motivated by financial reward and performance driven.
You will be joining one of the UK’s fastest growing recruitment companies within the healthcare sector.
*Duties & Responsibilities*
Leadership
* Promote *OneCall24 culture* by
* creating a positive, productive environment that conforms to the company values
* acting as a role model for these values
* motivating and inspiring others to succeed
* Work with the Sales Manager to reinforce special schemes
* Liaise with Business Development to maximize new business opportunities
* Assist in the implementation of change programs across the area as per business needs.
Management
* Manage area’s Gross Profit, Pay Rates, Margin
* Manage daily performances and KPI’s where applicable
* Manage area team performance by feeding back to staff information gathered from:
* Listening to calls
* Ensuring all partner sites are administered within appropriate times.
* Provide input to Sales Manager on performance reviews and talent management.
* Enforce those weekly actions and consultants’ delivery schedules are met
* Provide regular coaching and feedback to the staff.
* Follow through with targets set and deliverables
* Conduct area strategy meetings to keep the team aligned, and following through on actions to ensure that targets are being met
* Work with HR to assist with the onboarding of sales consultants
* Maintain established client/customer relationships
* Continuous management of area focusing on recruitment, retention, and reactivations.
* Implement high quality customer service across the area by:
* reinforcing agreed customer service levels
* Managing poor perfor
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzIzNzY4X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1184474&xid=1555_23768
2y
1
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Our client in the Financial Services sector based in Umhlanga, Durban is seeking the services of an experienced Financial Services Assistant to assist a Wealth and Portfolio Manager. This role will suit a candidate who has thorough knowledge of Financial Services industry. The ideal candidate will have strong administrative skills and be able to deliver excellent customer service. Requirements:MatricDegree or Diploma in Financial Services would be an advantageAt least 5 – 10 years’ experience in the financial services arenaMS Office (Especially Excel)Strong administrative skills and the ability to provide exceptional customer serviceDetail-orientated and able to work in a fast-paced environmentOwn car essentialSalary will be market related and based on experience
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQyMjMxX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1152809&xid=1266_42231
2y
1
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International client is looking for an experienced Skills Development Facilitator to join their team in Umhlanga.Key purpose:To manage the relationship between the company and the respective SETAs on matters concerning skills development within the financial services industry and the organisation. To facilitate in the implementation of various skills programmes in line with Transformation targets and drive implementation of skills development practices within the organisation. Duties and Responsibilities:Manage SETA legislative reporting requirementsEnsure that all SETA & legislative reporting requirements are met both in terms of content and deadlinesMonitor all recoverable grants and ensure maximum recoverable grants are achieved as per the service level agreement with the relevant SETA’sSubmit accurate Workplace Skills Plans and Annual Training Reports to INSETA and BANKSETA Stakeholder liaisonManage any SETA led initiatives as approved by the business, including learnerships, workplace skills opportunities and pivotal programmesProvide effective professional advice and guidance to managers and employees regarding the learning and development legislative requirements, policies, practices, and proceduresTimeously communicate Seta initiatives, grant s, and benefits to the employer. Evaluate SETA funding opportunities and make recommendations on programmes that can be implemented Monitoring and evaluationUse appropriate methods to measure success and impact of interventionsConsolidate learning and development feedback and ensure lessons learnt are incorporated for future programmesEnsure that learning and development programmes are aligned with relevant SAQA/SETA unit standardsImplement quality control mechanisms to ensure consistent, high quality delivery of staff development interventionsAdministrationSchedule learning and development interventions and coordinate logistics associated with the learning intervention (learnership, technical and soft skills programmes)Submit payment requests, create requisitions, etc. for expenditure, as per Authority MandatesCompile monthly status update reports on completed and upcoming learning interventionsRegular documentation and updating of all processes and procedures related to roleTimeous upload of all documentation associated with learning interventions, received from L&D team on shared Learning and Development folder, as per defined process. Follow up on outstanding documents. Minimum Requirements:MatricUndergraduate qualification in Human Resource Management/Organisational Development, Education and Training (OD-ETDP)SDF AccreditationCompetencies:Excellent planning, organisational and prioritisation skillsProfessional, energetic, dynamic, and positive team player with great business acumenStrong interpersonal skills and great relationship building abilityClear communicator with the ability to communicate and influence at all levels – both verbal and writtenStrong problem-solving skills with effective
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzM3NjE1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1131636&xid=1266_37615
2y
1
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Established company based in Umhlanga is seeking an experienced Team Manager who will be Responsible for implementing and managing an effective complaints resolution methodology within the company in response to Business requirements.Education / Experience: Relevant qualification in legal, insurance or business studies is required.At least 5 years’ related experience working in a Complaints team or similar experience in a financial services/call centre environment is required.At least 2 years’ managing a team or departmentExperience working within the insurance/financial industry is required.Experience in and understanding of legal terminology and legal agreements would be highly advantageous.FAIS accredited with RE 1 Certificate (Regulatory Exam Certificate) would be advantageous.Proficiency in Excel.Strong communication skills which include written and report writing skills.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQ4MTM1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1181564&xid=1266_48135
2y
1
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To oversee all aspects of Finance within the company in order to ensure that it is operating as efficiently as possible. The financial manager monitors, analyzes, and evaluates the financials of the company in order to make informed and calculated decisions
Account reconciliation, balance sheet analysis, monthly reporting, tax reporting, and preparation of budgets.
Prepare Monthly Accounts on Pastel for three companies
Prepare VAT for the three companies and submit to SARS
Analyse and upload all commission statements to Commspace system
Track all commission
Reconcile and load all ad hoc payments as well as monthly payments for authorisation
Manage Petty cash
Prepare Invoices
Calculate Referral commission
Auditing of New Business, Switches, Offshore Redemptions
Year End Audit management
Manage maintenance of the building
Bachelor’s degree in finance, accounting, or related field with experience
Proven experience in financial analysis, forecasting, and budgeting
Bachelor’s degree in finance, accounting, or related field with experience
Proven experience in financial analysis, forecasting, and budgeting
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzYxOTk3X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1251246&xid=1555_61997
2y
1
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Our client an independent financial advisory service based in Umhlanga requires a suitably qualified and experienced Relationship Manager to join their team.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzEyMDMxX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1148237&xid=1555_12031
2y
1
Currently seeking a qualified accountant that is able to commence employment immediately for a 6 month fixed term contract for a leading FMCG/Retail company based in Umhlanga.
Accounting
Financial Management
Overseeing all debtors and creditors
Accounting/Financial Management Qualification
2-3 years accounting experience within the FMCG/Retail environment
Negotiable
Accounting/Financial Management Qualification
2-3 years accounting experience within the FMCG/Retail environment
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzEwMzc3X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1139760&xid=1555_10377
2y
1
Our client in the Financial Services sector based in Umhlanga, Durban is seeking the services of an experienced Financial Services Assistant to assist a Wealth and Portfolio Manager.
This role will suit a candidate who has *thorough* knowledge of Financial Services industry. The ideal candidate will have strong administrative skills and be able to deliver excellent customer service.
*Requirements:*
* Matric
* Degree or Diploma in Financial Services would be an advantage
* At least 5 – 10 years’ experience in the financial services arena
* MS Office (Especially Excel)
* Strong administrative skills and the ability to provide exceptional customer service
* Detail-orientated and able to work in a fast-paced environment
* Own car essential
Salary will be market related and based on experience
*Requirements:*
* Matric
* Degree or Diploma in Financial Services would be an advantage
* At least 5 – 10 years’ experience in the financial services arena
* MS Office (Especially Excel)
* Strong administrative skills and the ability to provide exceptional customer service
* Detail-orientated and able to work in a fast-paced environment
* Own car essential
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzQ3MjlfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1135422&xid=1555_4729
2y
1
SavedSave
Bidvest Insurance was founded in 1997 and provides niche value added products to customers through its Direct Channel which operates via call centres, as well as its Affinity Channel that partners with distribution networks. Our products are designed to protect consumers and deliver exceptional service levels when our customers need us most, so that we can deliver on our purpose ‘To protect everyday South Africans, against foreseeable events and their financial losses, so that we can all contribute to a better South Africa’.
We have successfully expanded and evolved through our dedicated commitment to our values, customers, partners, and staff. Interested individuals looking to join Bidvest Insurance can expect to join a young and energetic team that challenge convention and who are intent on building long term relationships with all stakeholders.
Being a part of Bidvest, one of South Africa’s leading services, trading and distribution groups, your career aspirations with us are only limited by your own imagination.
The Policy Retentions Consultant will be responsible for timely and effective contacting of all customers who have not paid their insurance premiums or intend cancelling their Bidvest Insurance products, with the aim of arranging alternate premium collection dates or retaining customers.
* The consultant must have strong selling abilities
* Ability to convince customers that products meet their needs
* Must have upsell and Cross sell capabilities
* Ability to accurately assess customer needs and deal with objections that may arise
* Ability to feedback issues of compliance and insurer requirements to sales consultants.
* Must have the ability to re-sell products should customer wish to cancel.
* Liaising with correct departments to resolve any administration issues and following up until resolution.
* Ability to handle a high quantity of policies in an efficient & timely manner.
* Attention to detail necessary.
* Provide feedback to management with regards to any risks posed to the business.
* Maintain and develop professional telephone skills and ensure compliance
* Daily administration.
* Degree Grade 12 /Matric
* RE Qualification Essential
* FAIS Compliant- Minimum 60 Credits
* Minimum 1 Year Retentions Sales Experience
* Minimum 3 years’ successful experience in an insurance/ financial services environment.
* Experience in an inbound/outbound call centre environment
* Excellent telephone selling skills with professional telephone manner and commercial acumen and the capability to communicate with enthusiasm and drive.
* Computer literate – MS Word, Excel, Outlook, and CRM knowledge/experience.
* Motor Industry experience would be an advantage.
* Excellent negotiating and closing skills
* Confident and assertive.
* Ability to work under pressure.
Basic + Commission
* Degree Grade 12 /Matric
* RE Qualification Essential
* FAIS Compliant- Minimum 60 Credits
*
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzUyODlfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1135795&xid=1555_5289
2y
1
Currently seeking a qualified accountant that is able to commence employment immediately for a 6 month fixed term contract for a leading FMCG/Retail company based in Umhlanga.
Accounting
Financial Management
Overseeing all debtors and creditors
Accounting/Financial Management Qualification
2-3 years accounting experience within the FMCG/Retail environment
Negotiable
Accounting/Financial Management Qualification
2-3 years accounting experience within the FMCG/Retail environment
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzEwMzc3X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1139760&xid=1555_10377
2y
1
SavedSave
Bidvest Insurance was founded in 1997 and provides niche value added products to customers through its Direct Channel which operates via call centres, as well as its Affinity Channel that partners with distribution networks. Our products are designed to protect consumers and deliver exceptional service levels when our customers need us most, so that we can deliver on our purpose ‘To protect everyday South Africans, against foreseeable events and their financial losses, so that we can all contribute to a better South Africa’.
We have successfully expanded and evolved through our dedicated commitment to our values, customers, partners, and staff. Interested individuals looking to join Bidvest Insurance can expect to join a young and energetic team that challenge convention and who are intent on building long term relationships with all stakeholders.
Being a part of Bidvest, one of South Africa’s leading services, trading and distribution groups, your career aspirations with us are only limited by your own imagination.
The Policy Retentions Consultant will be responsible for timely and effective contacting of all customers who have not paid their insurance premiums or intend cancelling their Bidvest Insurance products, with the aim of arranging alternate premium collection dates or retaining customers.
* The consultant must have strong selling abilities
* Ability to convince customers that products meet their needs
* Must have upsell and Cross sell capabilities
* Ability to accurately assess customer needs and deal with objections that may arise
* Ability to feedback issues of compliance and insurer requirements to sales consultants.
* Must have the ability to re-sell products should customer wish to cancel.
* Liaising with correct departments to resolve any administration issues and following up until resolution.
* Ability to handle a high quantity of policies in an efficient & timely manner.
* Attention to detail necessary.
* Provide feedback to management with regards to any risks posed to the business.
* Maintain and develop professional telephone skills and ensure compliance
* Daily administration.
* Degree Grade 12 /Matric
* RE Qualification Essential
* FAIS Compliant- Minimum 60 Credits
* Minimum 1 Year Retentions Sales Experience
* Minimum 3 years’ successful experience in an insurance/ financial services environment.
* Experience in an inbound/outbound call centre environment
* Excellent telephone selling skills with professional telephone manner and commercial acumen and the capability to communicate with enthusiasm and drive.
* Computer literate – MS Word, Excel, Outlook, and CRM knowledge/experience.
* Motor Industry experience would be an advantage.
* Excellent negotiating and closing skills
* Confident and assertive.
* Ability to work under pressure.
Basic + Commission
* Degree Grade 12 /Matric
* RE Qualification Essential
* FAIS Compliant- Minimum 60 Credits
*
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzUyODlfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1135795&xid=1555_5289
2y
1
Our client is looking for a highly driven leader who is looking to expand their experience and to be a valuable contributor to the leadership team in the South African office. The individual must have a hunger for success, motivated by financial reward and performance driven.
Leadership
* Promote culture by
* creating a positive, productive environment that conforms to the company values
* acting as a role model for these values
* motivating and inspiring others to succeed
* Work with the Sales Manager to reinforce special schemes
* Liaise with Business Development to maximise new business opportunities
* Assist in the implementation of change programmes across the area as per business needs.
Management
* Manage area’s Gross Profit, Pay Rates, Margin
* Manage daily performances and KPI’s where applicable
* Manage area team performance by feeding back to staff information gathered from:
* Listening to calls
* Ensuring all partner sites are administered within appropriate times.
* Provide input to Sales Manager on performance reviews and talent management.
* Enforce those weekly actions and consultants’ delivery schedules are met
* Provide regular coaching and feedback to the staff.
* Follow through with targets set and deliverables
* Conduct area strategy meetings to keep the team aligned, and following through on actions to ensure that targets are being met
* Work with HR to assist with the onboarding of sales consultants
* Maintain established client/customer relationships
* Continuous management of area focusing on recruitment, retention, and reactivations.
* Implement high quality customer service across the area by:
* reinforcing agreed customer service levels
* Managing poor performance where required.
* Manage area operations by:
* ensuring area is compliant to process and policy
* Managing expiry reports in advance preventing unwanted lapses
* Come forward with innovative ideas which will improve process or methods.
* Liaise with Credit Control/RM to manage/chase bad debt
* Liaise with SM to produce management reports and understand and interpret data
* Liaise with Out of Hours team.
* Relevant tertiary qualification is advantageous
* Background in recruitment, and managing a recruitment team
* Experience in the healthcare sector is advantageous
* UK experience is advantageous
* Strong management experience
* Strong sales experience
* Operations management experience
* Relevant tertiary qualification is advantageous
* Background in recruitment, and managing a recruitment team
* Experience in the healthcare sector is advantageous
* UK experience is advantageous
* Strong management experience
* Strong sales experience
* Operations management experience
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzI3ODVfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1134613&xid=1555_2785
2y
1
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To shape the future of the operation by ensuring the delivery of an efficient and effective client experience through the delivery of consistently high quality service delivery to customers
*Monitor the successful delivery of operational targets according to client agreements*
Review performance metrics and address service issues with relevant managers
Monitor service levels, customer experience, quality, compliance measures on a and address inconsistencies
Devise and monitor the implementation of effective communication structures
Motivate and manage performance of Head of Ops / Senior Ops Managers
Review monthly forecasts and plans
Review quarterly reports with Head of Ops / Senior Ops Managers and address areas of improvement
Ensure service levels are aligned to customer SLA
*Manage the growth and development of the client portfolio*
Identify opportunities and engage with clients
Monitor new technologies and practices
Assist in developing solutions for potential new clients.
Responsible of end to end customer contact processes
Approve best practice and continuous improvement plans and make recommendations based upon the employee and customer insight.
Develop plans and offer insight and knowledge to the organization on the use of new tools and technologies.
*Manage the client relationships*
Enhance the quality of customer interactions, quality assurance, compliance, regulation and legal obligations
Deliver cost efficiencies and increase in Customer Satisfaction Scores.
Manage the client relationship
Engage with clients on identified opportunities
Contract management
*Financial Management*
Approve the final forecast and analyse annual budget figures
Review and evaluate rolling forecasts for 12 months
*Skills and Competencies*
Planning and Organisational Skills
Strong and adaptable communication skills
Leadership skills
Business Analysis
Financial management
Strategic thinking with the ability to conceptualize
Coaching Skills
Relationship Management
Adaptability / Resilience
Initiative / creative thinker
Innovative
Effective conflict management skills
*Experience, Knowledge and Qualifications*
Tertiary qualification in Sales / Marketing
Sound knowledge of CRM system
10 years’ experience working at a senior level leading a service driven contact centre
3 years’ experience in managing and developing budgets and financial forecasts
5 years’ experience managing a large outsourced contact centre operation
PMO experience essential
Transitions Experience essential
Insurance and Financial Services Advantageous
*Experience, Knowledge and Qualifications*
Tertiary qualification in Sales / Marketing
Sound knowledge of CRM system
10 years’ experience working at a senior level leading a service driven contact centre
3 years’ experience in managing and developing budgets and financial forecasts
5 years’ experience managing a large outsou
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzU1ODk1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1243581&xid=1555_55895
2y
1
Insurance firm based in Umhlanga is looking for an individual to manage their commissions department. The candidate must posess emotional integrity, has attention to detail. We are looking for a self-driven individual who can handle presure and thrives in crisis management.
*Commissions *
* Few Examples Daily operations
* Month end operations
* Splits / Agreements
* Daily queries from field to Comms email
* Checking workflows
* Checking system changes -splits etc
* New Product/ revenue stream identifications
* Interaction with advisors/ IFAs
* Understanding contracts and splits
* Checking Production / editing incorrect production
* Monitoring team progress to set deadline
* Post month end balancing / recons
* Book Buys - system amendmends
*POS User Maintenance *
* Adding new users
* Adding new institutions
* Adding new contracts for salespersons
* Daily system maintenance
* POS stability
*POS development *
* System testing
*POS training *
* Existing
*Stats *
* Weekly Production
* Weekly Margin Report
* Month end CTC
* Month end RE
* Monthly Product usage Report
* FM schedule
*Team Management *
* Performance Appraisals
* Conflict Management
* Workload Management
*AUM *
* Daily operations
* Monthly reporting oversight
*New acquisitions:*
* Onboarding
*Problem Solving * *Audit *
10+ Years experience in management in Financial services
R40 000 CTC per month
10+ Years experience in management in Financial services
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzI1ODUyX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1190139&xid=1555_25852
2y
1
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*Purpose of the position:*
Satisfaction of group-wide liquidity/funding requirements through the design & execution of securitisation / structured finance transactions. Management of group-wide financial risks pursuant to the groups risk management policies.
*Key Responsibilities:*
Effective and proactive management of liquidity for business optimisation and sustainability (under the direction of the head: treasury & debt capital markets)
* Assist with the monitoring of business unit origination (and refinancing) pipelines against available funding sources to identify constraints and, where applicable, the need to engage in new capital raising projects
* Monitor allocation of assets and liabilities pursuant to the groups ALM approach and, where applicable, develop solutions to optimise returns whilst ensuring that all relevant risks are adequately managed.
Design, administration, execution and post-deal implementation of structured finance deals
* Once viable opportunities are identified, assist with the execution of structured finance transactions through effective engagement with investors, arrangers, rating agents, lawyers, auditors, regulators, listing agents and other transaction parties (under the direction of the head: finance and treasury)
* Maintain relationships with investors
Maintain ongoing relationships with key debt capital and money market investors through:
* Highly professional interactions during execution (and post execution) phases of each transaction;
* Producing high quality roadshow presentations and presenting in a professional, specialist manner;
* Proactively engaging with existing (or prospective) investors to identify new opportunities;
Manage relationships with rating agents and rating outcomes
* Ongoing pro-active interaction with Rating agents, and provision of quality data/ information to ensure efficient/ stable rating & monitoring process, and early warning of any changes or rating action.
* Ensure up-skilling in rating methodology to allow for structuring of capital efficiencies for new deals.
Assist with the management of the group treasury and management of related financial risks
* To assist with treasury activities of the Group, including:
* assisting with the development and implementation of effective liquidity/cash/short-term investment strategies
* assisting with the development and implementation of effective market risk management strategies
*Requirements:*
* Chatered Accountant / Chartered Financial Analyst / Post Graduate Diploma in Investment Banking or Corporate Finance
* 3 years structured finance experience and financial management experience
* Microsoft office - advanced levels for all packages
TBD
*Requirements:*
* Chatered Accountant / Chartered Financial Analyst / Post Graduate Diploma in Investment Banking or Corporate Finance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzUzNTE4X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1241171&xid=1555_53518
2y
1
*MAKE 2022 YOUR YEAR OF SUCCESS*
At Liberty were More Than Insurance. We are not afraid to step outside the box and release the potential for ultimate success.
We allow you to carve your own professional path in many areas. In the field, our Advisers provide sound professional advice helping their customers pursue their financial goals by developing a personalized plan based on the customers unique financial situation.
Through training we coach our Advisers to provide value to the customer through their unique strengths. This collaboration creates a level of synergy not found anywhere else.
*Locations include:* Umhlanga, Mount Edgecombe, Westville, Kloof and PMB
Through understanding the power of knowledge, we strive to pioneer new ways to guide people towards financial freedom.
*Liberty is not just our name. Its what we do*
*APPLY NOW*
*Responsibilities:*
Contacting clients and setting up meetings, either within an office environment or in clients homes or business
premises
Conducting in-depth reviews of clients financial circumstances, current provision and future aims
Analysing information and preparing plans best suited to individual clients requirements
Completing risk analysis
Researching the marketplace and providing clients with information on new and existing products and services
Designing financial strategies
Assisting clients to make informed decisions
Reviewing and responding to clients changing needs and financial circumstances
Promoting and selling financial products to meet given or negotiated sales targets
*Skills Required:*
• Being a leader. You are driven to be the best and foster the same motivation in your teammates.
• Networking. You are constantly looking to expand your network and get energy from connecting with others. Above all else, this is a people business.
• Entrepreneurial skills. You possess business savvy and have the solid determination to run your own business.
• Being a self-starter. Your tenacity and determined mindset along with thick skin help you keep your eye on the prize.
• Advocating for clients. To you, your clients are everything. You are passionate about serving them as a dedicated relationship manager.
*Requirements:*
Matric
Tertiary Qualification (preferable)
Clear criminal and credit record
Valid driver’s licence
Own vehicle essential
Laptop
*What you can expect from us… *
• Consistent support. Whether its through teaming up with a Sales Leader, or providing you with tools to track your goals, results, and business practices, Liberty is committed to your success.
• A complete line of insurance and financial services products. These include Life, Disability Income, Long-Term insurance and annuities.
• Solid consumer brand awareness.
• A group of driven, hardworking individuals. Libertys commitment to workplace diversity and inclusion has created an organization of professionals dedicated to
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzM1NDkwX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1230682&xid=1555_35490
2y
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