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1
Client based in Johannesburg seeks the services of Sales Representative. Will act as Company's eyes and ears on the market and make sure that our supply will meet the demand, through conducting proactive calling & market visits to sell Company's value proposition to prospective drivers.
Responsibilities:
Participate in market visits to generate partner's leadsConduct info sessions with current and prospective partners to sell Company's value’s propositionParticipate in outbound call campaign to prospective partners or newly signed up partnersManage the interactions with existing / prospective partners to understand their needs, concerns, and goals; pitch Company as a solutionSupport partners through the sign up process and ensure they’re ready to take their first role soon afterManage strategic partnerships with third-partyAct as a voice of the customer capturing insights at every opportunity.
Experience:
Previous experience in an inside and /or field sales position (ideally) or client facing position.Highly self-motivated & autonomous: understand what their goals are, strive to find more efficient ways of getting things done, and don’t require constant reminders to complete tasksAction oriented: ability to take practical ?action to ?deal with a problem or ?situation.People person: you love talking to people and getting them excitedAdaptable: ability to stay poised and organized in a fast-paced work environment
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMDA2MTU5OTU3P3NvdXJjZT1ndW10cmVl&jid=1202456&xid=3006159957
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14h
1
One of our TOP banking clients is in urgent need of Legal / Recoveries Agent, to join them in Sandton on a 3-month contract.
MUST be: ITC (Credit clear) - cannot be listed for debt review, judgements, debt written off, accounts handed over, CLEAR criminal record, no fraud listings
Great track record - Reference checks will be conducted upfront (We want TOP performers, reliable staff)
Must be willing to work on alternate Public holidays and Saturdays
Must be willing to work rotational shift, latest shift being 7 pm
Must have reliable transport and stay within close range of Sandton
No less than 4 years' LATE STAGE collections experience on CREDIT CARDS, collecting for the TOP Banks credit cards (FNB, Standard Bank, ABSA, Nedbank)
MUST have great telephone etiquette and great customer service skills
Looking for energetic staff
Should be great at problem solving
Must be available immediately to start
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMzkwNzkxNzA5P3NvdXJjZT1ndW10cmVl&jid=1676734&xid=1390791709
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14h
1
Intermediate Product Designers (X2): UX: 6 Months Contract : Banking
The successful candidate will take responsibility for the assisting the product design team in making current experience design solutions fit for future purposes to align to the scalability requirements identified.
Technology and Architecture:
Develop knowledge of local and global industry design technologies and architecture enhancements with the aim of contribution to improved design delivery within Group.Utilize the approved technologies employed by the Experience Design team to meet work outcomes assigned by line management.
Product:
Engage in the full lifespan of a product i.e., understand the business objectives, adhere to budget constraints, and seek to identify and address challenges with the current product, keeping in mind the evolution and scalability of the product to suit future business needs.Understand the requirements of UX and UI that contribute to intuitive and seamless product functionality and contribute to a flexible and fluid product design that will enhance how end users interact with the product, currently and in the future.Build and iterate high quality designs, drawing feedback from iterative analysis and user testing to create the ideal user experience within specified guidelines and deadline. Keep in mind the scalability of the product to meet future business, customer, and product requirements.Keep abreast of industry developments and enhance experience design skills to meet the evolving needs of customers.Understand and design the digital experience with the intention of refining the product to achieve maximum user adoption by conducting market research to better understand the competitive landscape. Gather and analyze data to inform customer insights, and customer journeys.Action changes to products in line with Business Lines / Corporate Functions specifications so that the product may serve the business need more effectively.
Data:
Adhere to IT Experience Design data policies in line with Group’s data standards so that quality data is consistently and appropriately stored, used, and managed.
Qualifications and Experience:
Alternative Fields: Visual Arts, Content Writing3 – 4 Years: Demonstrated workplace experience within the area of specialization.Job Family: Analysis and Design: Technology
Technical Competencies:
The ability to apply a methodology for understanding and mapping client journeys and knows when and how to develop and use personas.Data Analysis, ability to analyze statistics and other data, interpret and evaluate results, and create reports and presentations for use by others.Effective Design, th...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNDcyMDk1OTc4P3NvdXJjZT1ndW10cmVl&jid=1521150&xid=1472095978
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14h
1
The role of a collections specialist is to serve as the liaison between the creditors and consumers of a company.In charge of observing accounts to identify overdue payments, report collection activity, address client queries, and develop repayment plans. Responsible for resolving overdue bills and collecting payments from those who owe.Credit and Collections Representative collects and maintains accurate credit information.Reviews and verifies overdue accountsBeing a Credit and Collections Representative contacts customers to confirm outstanding payments and renews credit information to help minimize outstanding debtsMake payment arrangements through PTP's, Debit Orders, Cash Payments
3 Month contract to be extended based on performance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMjM4NjMyNzQ5P3NvdXJjZT1ndW10cmVl&jid=1490667&xid=2238632749
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14h
1
If you are an experienced Credit Assessment / Vetting Consultant / Premier Banker / Universal Banker that can start immediately on a 3-month contract with one of the upcoming banks at the moment.
MUST BE FAIS compliant - RE 5 OR Relevant qualification for BANKING FAIS credits
Must reside within 25 km radius of Sandton
Clear CREDIT (ITC), CRIM, FRAUD
Great track record
Must come from one of the TOP Banks in S.A. only and have done credit vetting and assessments on CREDIT CARDS
Must know how to do credit card vetting, assessments. Holding a mandate up to a certain value in your role to approve credit card applications
Excellent English communication
Willing to work rotational shifts (8am - 5pm / 9am - 6pm / 10am - 7pm) and 2 weekends in a month
No accent - dealing with HIGH END clients
Articulate well
Telephone etiquette
Attention to detail
Vaccinated
3-Month contract
Basic and incentive
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMDAwOTg2NTk3P3NvdXJjZT1ndW10cmVl&jid=1515715&xid=1000986597
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14h
1
6 – 12 Month Contract (Market Related Salary)
The ideal Candidate will be responsible for conducting supply/ demand and/or trend analyses and make proactive capacity planning decisions and recommendations to mitigate risk and rationalize the optimal amount of hardware, software, and network resources to meet service level requirements in a timely and cost-effective manner. Acts to resolve system performance problems by applying analytical skills to collected data to provide insight and root-cause diagnosis of system and network resources toward timely resource conflict problem resolution. Interfaces with business, application systems and development management, first- and second-level support, vendor, and technical staff in support of business requirements and service level objectives. Imperative to have the knowledge and experience required to manage and administer Server Infrastructure operationally on the following OS Versions (AIX, Linux, Solaris, Windows) on Prem. Will always be accountable to remediate server issues where capacity issues were the concern.
Key Responsibilities - Execution of IT Domain Strategy
Assess and analyse Infrastructure OS Domain requirements so as to present recommendations that are in line with the strategic vision for the enterprise and wider industry best practice. Define strategic initiatives and map out strategic execution plans that satisfy Infrastructure OS Domain objectives for desirable outcomes.
Ensuring Domain Assessments are conducted
Perform required assessments of recommended solutions / systems / applications. Recommend and perform remedial action where it does not adhere to the relevant Group domain Infrastructure strategy and principles.
Track and report progress against agreed actions using appropriate risk and decision registers.Represent the domains and solutions tabled for escalation, and factually illustrate areas of contention and debate.
Promote use of shared capabilities, infrastructure, and applications to promote scalability, reduce costs and improve information flows.
Execute an awareness and advisory service to Infrastructure Domain Lead Map stakeholder engagement map and ensure that regular engagements are conducted with the relevant IT Architecture Teams, key stakeholders, and relevant business partners.
Plan and execute regular awareness initiatives focusing on relevant emerging technologies and industry trends.
Provide technical expertise in the relevant technical IT domain
As the SME in the relevant technical domain provide insight and advise to the Group on all matters relating to the relevant domain.
Ensure that all the relevant technical specifications are up to date and work with OS Lead to ensure that all domain parameters are up to specification....
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNjk2MjYzNTEzP3NvdXJjZT1ndW10cmVl&jid=1194408&xid=2696263513
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14h
1
Our Top banking client is urgently seeking an experienced Corporate Investment Banking individual who has knowledge of financial services / Global markets within collateral operations environment to join them on a 1-year contract.
No less than 2 - 5 years' relevant experience in risk management, investment management to work as a Collateral Manager.
Will be responsible for managing daily margin and processing / collateral requirements - ISDA / CSA for OTC trades
Producing delivery notes
Risk management
Testing and sign off on new processes and systems
Incumbent will support the Global Markets as well as Africa regions
Undergraduate degree in Financial/Accounting/Investment/EconomicsKnowledge of Financial Services preferably within the Collateral Operations environment.
Experience in Global Markets and/or Operations, with Africa Regions experience advantageous
In-depth knowledge of Global Markets products
Must have a clear Crim, Matric, Fraud, clear ITC (credit)
Great track record
Able to handle pressure
Data analysis
Strong communicator
Numerical
Driving continuous improvement
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMTkwMDcyMDA2P3NvdXJjZT1ndW10cmVl&jid=1617864&xid=2190072006
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14h
1
Seeking an experienced banking individual with credit assessment, opening new accounts, final approval of credit applications experience to join one of the TOP banks in SA as a Senior Credit Lending Analyst / Team Leader
Must have 5 years' working experience at one of the TOP 4 banks in SA - with home loans and lending product experience
Understand the credit vetting process
Hold a mandate for final approval of credit application
Must have reporting writing experience
Must have dealt with Premier / Top end clients
QA, training, coaching experience
Liaising with very senior stakeholders
Excellent English communication
Clear credit record
Clear criminal record
Clear fraud
Excellent track record / great references
Willing to work rotational shifts (latest one will be from 10:30 - 19:00)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MTA4MTg0NDc5P3NvdXJjZT1ndW10cmVl&jid=1358998&xid=4108184479
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14h
1
Urgently seeking proactive, confident, innovative, solutions driven Fraud Analyst individual to join one of the TOP Banks in S.A., to be based in Sandton on an initial 3-month contract (possible of renewal based on overall performance).
Investigate Cases of Fraud, scamsObtain case numbers, affidavit and other documentsAnalyse transactional data with the aim of detecting fraudPlacing hard hold on all fraudulent accounts and cancelling cardsSecuring fundsDraft indemnity to recover funds for victimEnsure all fraud alerts are serviced on arrival, using indicators either false application, cloned, lost, or stolen, intercepted cards, ATM, counterfeit.Ensure card is listed on EDC (Electronic Data Capturing)Conduct EDD (Enhanced Due Diligence) on customer’s profileDetermine the client’s source of funds and Wealth of clients who are viewed as high risk
Must have no less than 2 years' working experience working as a Credit Card Fraud Analyst, fraud detection functions, at one of the TOP 5 bank in SA
Excellent English communication - verbal and written
Excellent client service skills
Deadline driven
Ability to handle various personalities
Must be willing to be based at the office, vaccinated, work overtime / shifts as required
Must have a completed Matric
Computer literate
Excellent track record - references
Clear criminal record, NO ITC (credit listings), no fraud or sequestration listings
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MDgyNDU1Mjk4P3NvdXJjZT1ndW10cmVl&jid=1495759&xid=4082455298
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14h
1
- To recruit and implement full process for client.
- Providing support advice and closing all open vacancies
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS84ODQ4Mjc2NTM/c291cmNlPWd1bXRyZWU=&jid=1188951&xid=884827653
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14h
1
I am looking for an experienced banking individual that is familiar with with SWIFT messages, foreign exchange and strong with working on systems to join our baking client on a 1-year contract as a Confirmations Officer / Analyst.
Incumbent will be responsible for performing the following functions:
Offer an excellent customer service experience
Perform deal investigations and exceptions investigations
Treasury product / trades confirmations
Risk management
Regularly update the derivatives confirmation register
Drafting reports
Non - negotiables:
Clear criminal record, clear ITC (Credit), clear Fraud
Great track record
Valid and completed Matric
Completed a degree related to financial markets
1 - 5 years' experience within banking, working in a similar role
Excellent English communication, written and verbal
Detail orientated
Deadline driven
Report writing skills
Able to learn new systems quickly
Computer literate
Independent / self - starter
Energetic
Process driven
Compliance orientated
Client relationship builder
Able to make decisions
Analytical
Organised
Available immediately for a 1-year contract
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNTg4NzUyMjM2P3NvdXJjZT1ndW10cmVl&jid=1520202&xid=3588752236
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14h
1
Are you an experienced Credit Assessment / Vetting Consultant / Premier Banker / Universal Banker that can start immediately on a 3-month contract .
Must reside within 25 km radius of Sandton
Clear CREDIT (ITC), CRIM, FRAUD
Fanatics track record
Must come from one of the TOP Banks in S.A. and have done credit vetting and assessments on CREDIT CARDS (only)
Must know how to do credit card vetting, assessments.
Hold a mandate up to a certain value in your current role to approve credit card applications
Excellent command of English (verbal and written communication)
Willing to work rotational shifts (8am - 5pm / 9am - 6pm / 10am - 7pm) and 2 weekends in a month
Applicants with any accents will not be considered - dealing with HIGH END clients
Articulate well
Telephone etiquette
Attention to detail
Vaccinated
3-Month contract
Basic and incentive
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNDYwODE3ODkxP3NvdXJjZT1ndW10cmVl&jid=1517621&xid=1460817891
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14h
1
- To recruit and implement full process for client.
- Providing support advice and closing all open vacancies
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMzM3NTc1NzM4P3NvdXJjZT1ndW10cmVl&jid=1188015&xid=3337575738
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14h
1
If you have strong admin skills, available to start immediately with a 3-month contract towards Parktown, with a background in buying / merchandising / category management within the FMCG/Retail space, send through your application!
Our client is an international client, they need someone who is creative, very bubbly, outgoing, can think quickly on their feet to join their JHB team, to assist with a project related to menu optimization for their partners.
Individual will be focused on groceries, convenience and liquor categories, will need to create and optimize menu templates
SKU alignment with barcodes (GS1)
Ensure team delivers on project outputs
Conduct proper analysis
Non-negotiables:
Well versed with Excel - pivot tables, data analysis
Proper understanding of product ranges and SKU's
Strong planning and organizational skills
Attention to detail is KEY
Strong stakeholder engagement skills
Excellent communicator
Project management skills
Leadership skills
Innovative
Analytical
Excellent track record - reference checks will be conducted, with other background checks - no criminal record
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNzcxMzU5ODQ5P3NvdXJjZT1ndW10cmVl&jid=1544018&xid=1771359849
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14h
1
Courier Operations Representative (R18 000.00 + R7 000.00 variable) - About The Role and What You'll Need
We're looking for a growth-oriented “rock star” to help grow Company Everywhere as part of the
team in South Africa. The role is responsible for driving various growth initiatives to the courier base
in areas while improving efficiency and quality. The right candidate will be analytical, business
savvy, able to make data-driven decisions, and also innovative in developing growth strategies for
the market.
Duties and responsibilities:
Define and create a courier acquisition plan.Optimize acquisition funnels so that we understand where and how to invest in our most efficient channels.Understand the local market dynamics of couriers to drive segmentation strategy with the goal of increasing conversion.Be bold and innovative to design and drive high-growth strategic initiatives focusing on efficiency and quality.Identify and make our metrics visible surrounding our business operations. Innovation starts with data intelligence, and the right metrics are at the foundation of data intelligenceCollaborate with all other functional teams in South Africa and across the Sub-Saharan African region to get input and buy-in to scale markets efficiently
Minimum requirements:
1+ years of operations or related experience in a rapidly changing environment; Evidence of ownership of a project with many stakeholders highly valuedAnalytical ability: Ability to draw key insights from analysis. Knowledge of SQL and experience with other statistical packages or basic programming skills is highly regardedCreative mindset: Innovative problem solver who is not afraid of creating and implementing new tactics that help with the rapid scaling and growth of the courier base
What you will be doing:
End-to-end process ownership:
Understands what a robust process looks like and can build, iterate, and eventually automate the process in a scalable way
Effective collaboration and communication:
Strong relationship-building skills and the ability to collaborate across functions and levels, from communication to execution
COMPETENCIES - Functional Expertise
1+ years of operations or related experience in a rapidly changing environment; Evidence of ownership of a project with many stakeholders highly valuedAnalytical ability: Ability to draw key insights from analysis. Knowledge of SQL and experience with other statistical packages or basic programming skills is highly ...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS82NTA5NDIxNTM/c291cmNlPWd1bXRyZWU=&jid=1417716&xid=650942153
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14h
1
We are looking for an experienced Credit Risk / Vetting Consultant / Premier Banker/ Support Banker / KYC for a 3 month contract at a Top leading bank in Sandton. Depending on overall performance and at the discretion of the client, a contract extension can be issued.
If you have at least 2-3 years' credit vetting experience at one of the TOP 4 Banks ONLY on Credit Cards, able to work on a 3-month contract, willing to work shifts and 2 weekends monthly, clear criminal record, clear ITC, Top performer, target driven, excellent communicator that can handle Top end clients, handle pressure and ethical - send your CV and contactable references to ashley.mads@isilumko.co.za
Great work ethic and great attitude
Must have a completed and Valid Matric
Sales, service and portfolio management for platinumclients (high net-worth clients)
Know the National Credit Act
Know how to conduct credit assessment, affordability assessment and risk assessment
Know what documentation an applicant would need to submit for a credit card application for individual application of n existing customer, new customer and self-employed individual
Inform clients on the outcome of their credit card application
Have reliable transport to get to the office
Independent
Confident
Excellent communication - English
Deadline driven
Attention to detail
Logic thinker
Computer literate
No job hoppers
No Gaps in employment
Articulates very well
Able to express yourself in a professional manner and clearly
Valid reasons for leaving at Employers
Need someone that has been employed up until the end of 2021 at least
Clear criminal record, negative fraud listings, clear ITC
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNDM5Nzg4MjI/c291cmNlPWd1bXRyZWU=&jid=1180236&xid=243978822
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14h
1
We are recruiting for a receptionist to join one of our clients in the banking sector on a 12-month contract in JHB.
Your responsibilities will include:
welcoming guests. attend to all calls and emails.
Strong technical skills
Will have to handle the petty cash.
Excellent English communication as you will be communicating with Diplomats.
Strong administration skills.
Able to multi-task.
Deadline driven.
Organised.
Energetic.
Strong relationship building skills.
Presentable.
Computer Literate.
Excellent telephone and email etiquette.
Must have:
Matric, with Administration / Secretary Qualification will be an advantage.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNDg1MjUyNDE3P3NvdXJjZT1ndW10cmVl&jid=1595600&xid=2485252417
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14h
1
We are recruiting for a Settlement Specialist (Corp Banking) for a 6 month contract at a leading Bank in Johannesburg.
Job purpose description
The core purpose of the role is to provide end-to-end electronic and physical settlement services for various types of financial instruments, manage the associated risks of processing in a highly pressurized environment, control all aspects relating to operational regulatory requirements, and in the process ensure that agreed service levels are maintained for both domestic and international institutional clients.
Duties
Action, manage and control all aspects relating to Settlements in accordance with the Market rules and directives outlined in the South African Securities Market and clients’ Safe Custody and Service Level Agreements.
Outputs and measures
Ensure awareness of clients’ needs at all times and that these needs are always met as stipulated in the Safe Custody Agreements (SCA).
Action all instructions relating to settlementsManage and control all risks within the settlements environmentAdherence to all regulatory requirementsTo obtain a full understanding of market rules and directives, hence ensuring procedures and cut off times are adhered to on the day to day processing of trades
Output group
Action and control all aspects relating to Strate and Johannesburg Stock Exchange.
Ensure the adherence of all Strate Rules and DirectiveLiaise with internal Helpdesk to ensure the opening of corrective windowsEscalation of settlement delays when close to cut-off timesEscalation of any delay in Swift message flows between Standard Bank and Strate
Ensure client communication is of a high standard, both verbally and in writing
Follow-up and follow-through on all outstanding issues, Customer queries or Internal queries and ensure adequate written and verbal communication at all timesTransmit ideas, information and instructions to individuals and groups clearly and concisely, both verbally and in writing.
Ensure the adherence to procedures at all times
Perform daily checks on rejected messages, cancellation order queue, repair queue, reprocessed screen, settlement allegements screen, folder for unmatched trades,
Ensure that relevant Message type 548 status intimation messages are generated to clients and broker and ensure immediate and appropriate action is taken to resolve.Ensure all reports from Helpdesk are actioned as per laid down procedures.Report all off market trades, within the market cut off time, as and when required.Perform regular follow ups on all exceptions to ensure that all trades are in a correct status...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMTA4NTUyOTA5P3NvdXJjZT1ndW10cmVl&jid=1318118&xid=2108552909
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14h
1
Recruiting an experienced Ops Coordinator to join our client on a 1-year contract, online food ordering client, hybrid (must have SQL Knowledge)
Skills
Local, regional, global stakeholder liaison: Sales, Product, Operations, Partner management
Strategy and execution plan preparation
Gain and share product knowledge
Gaps analysis
Develop solutions
Change management
Project roll-outs
Must have:
Matric
No less than 2 years' working experience as a Project Manager with exposure in online food ordering / restaurant business
Project managements skills
Analytical
Creative
Can think outside of the box
Deadline driven
SQL knowledge
Excellent English communication - verbal and written
Solution driven
Passionate about their role
Able to work independently and as part of a team
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNTY5MTUyOTQ1P3NvdXJjZT1ndW10cmVl&jid=1253935&xid=1569152945
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14h
1
Client Services Administrator (Middleburg - Mpumalanga
Position: 3 Month Contract:
Rate: R69 p/h
Claims Administration
Verify claims documents as per standard procedureSubmit all claims to Head officeSubmit outstanding documentation as per Head Office request
Assist clients with the completion of claim forms
Keep claims register up to dateClient Cancellation AdviceAdvise clients on cancellation process and disadvantages of the cancellationRetain the policy by proposing different options (partial surrender paid up)Inform relevant Sales Manager of the intended cancellation for retentionAs per client's request follow the standard cancellation procedure
Office Administration
Manage mailPrepare statistical reportsCommunicate with office manager regarding office planning
Documentation and filing procedures
Keep record systems up to dateFile and keep documentation for a period as required by the legislation
Process and administrate application forms
Check and validate application forms for quality controlFollow the capturing procedureSend incomplete applications back to Office ManagersProcess application forms on systemFollow up on outstanding documentation with Office ManagerLiaise with New Business department on outstanding documentation and provide feedback to Office ManagersEmail scanned successful application forms to New Business departmentCapture the minimum stipulated requirement of policies per day
Send captured application forms to Head Office for archiving
Register successful applicationsSend the original application form for acceptance processFollow up on all outstanding requirements from tick off,
Minimum Requirements
MatricQualification that is recognised by the FSB would be an advantage (Depending on DOFA)RE5Proof of CPDClass of Business
Experience
2 Years’ Experience in Long Term Insurance1 Year Client Services1 years’ experience in data capturing1 Years’ experience in: Category A, B, C and retail pension benefits (Advantage)
Registration as a Representative (FSB)
Knowledge
Legislation: FAIS, FICA, FSB, NCA, LTIALife Insurance IndustryLong Term InsuranceFinancial/ wealth management
Skills
ComputerCommunicationAnalyticalAttention to detail
Attributes
Confiden...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNzk3ODU5OTQzP3NvdXJjZT1ndW10cmVl&jid=1137811&xid=1797859943
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14h
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