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Your verbal and written communication, in English and Afrikaans, at all levels as well as the following:Formal Education:Completion of the NQF Level 5 qualification.Successful completion of the RE 5 Examination Level 1.Experience:A minimum of five (5) years working experience within the Insurance industry.A minimum of three (3) years experience in an underwriting management position.Proven experience in people management.Prior experience in managing underwriter performance, growth, and sustainability.Experience operating at a managerial level in the short-term insurance industry is a must.Proven track record of conducting high-level negotiations.will enable you to perform the following duties:Processes - High-Level Operational Oversight and Complex Risk Management:Provide strategic guidance to the team in line with corporate vision and organisational goals, effectively communicating their implications.Focus primarily on managing complex risk placement, liaising with internal and external stakeholders as required.Evaluate and report on the units performance to the COO, setting realistic goals and managing capacity.Oversee adherence to compliance standards and work towards optimising processes to ensure the quality of service.Engage in strategic projects and operational improvements to enhance underwriting practices.Uphold and maintain quality standards that promote client satisfaction and cost efficiency.People - Team Management and Development:Foster a positive work environment that supports the professional growth and development of team members.Ensure high staff morale, effectively managing internal and external relationships.Motivate and lead underwriters, building and maintaining a cohesive team.Promptly address operational performance issues and escalate irresolvable problems to the COO.Client - Service Excellence:Provide strategic support to the sales team in acquiring and retaining profitable business.Ensure the prompt resolution of customer queries/complaints, maintaining open lines of communication during the process.Implement work routines that align with operational plans, effectively managing service delivery goals.Oversee the correction of unprofitable policies and ensure that policies are not overexposed.Technology - Continuous Improvement and Efficiency:Drive changes aimed at improving operational effectiveness and efficiency.Deliver periodic reports on performance and potential improvements to the COO.Identify and recommend areas or ways to enhance processes and procedures.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzE4NjAyN19fNDk3P3V0bV9zb3VyY2U9Z3VtdHJlZSZ1dG1fbWVkaXVtPWZlZWQma2V5d29yZD0=&jid=1797675&xid=1108_186027
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My Short Term Insurance Client requires a PA to MD
Minimum Requirements:
Matric5 + years of experience as a PA to MD / CEO / COOMS Office Accurate typing. Manage electronic diariesDo Travel bookingsTake Minutes of MeetingsGeneral Administration.OrganisedResides in the East Rand.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMTExODI2ODQ4P3NvdXJjZT1ndW10cmVl&jid=1366459&xid=2111826848
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We are looking for an experienced Accountant with Sage Intacct, to join our dynamic team.
Duties and Responsibilities:
Responsible for the production and enhancement of reporting, ensure that the information presented, and explanations provided are accurate and consistent with information externally and internally reported.Supporting the CFO in the set up and implementation of the intercompany budget process and related projects.Budget vs spent variance analysis reporting.Monthly update of budgets.Ensuring timeous and accurate processing of all budget related intercompany transactions for all companies in the Group.Preparation of intercompany reports.Responsible for the intercompany and month end close process.Keeping track of the costing and budgets of all projects.Billing customers within stipulated deadlines, sending statements and handling collections.Processing of suppliers and monthly reconciliation of all accountsRevenue and expenses analysis and advice.Profit and loss statements review, adjustments and presentation.Payroll reconciliation, schedule check against various GL’s.Petty cash management and reconciliation.Monthly reconciling of pass-through costs.Group Annual Financials preparation and reconciliations.Liaising with Finance Business Partners to resolve any intercompany mismatches.Preparation of balance sheet reconciliations ensuring the relevant supporting documentation substantiates the balances and identifying open items to resolve.Processing month end journals.Analysis of the trial balance and explanation/commentary for movements compared to previous months.Supporting the interim and year end audit process.Preparation of notes, disclosures, and schedules for audit packs and the financial statements.Drafting financial statements and addressing audit queries in relation to the annual financial statements.Processing journals for the annual financial statements.Extraction of Trial Balances and adjusting journals.Be prepared to respond to reasonable requests from Executive Management.Group CEO Group CFO Group COOGroup Director
Minimum Requirements and Experience:
· Matric
· Completed BCom Accounting
· 3 to 5 Years relevant experience handling Intercompany Accounts
Experience working with Sage Intacct
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMjM2OTAzODYxP3NvdXJjZT1ndW10cmVl&jid=1594494&xid=3236903861
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The purpose of the Financial Graduate is to provide support to the business by managing daily accounting and financial tasks.
Primary Responsibilities for the Role
Account Management
Achieve timeous PO capturing on Sage for AP to be able to accrue costs incurred in the correct month where an invoice is not yet received;
Invoice Management
Create quotes/proforma invoices and credit notes in Sage, as per requirements;Manage trackers for all monthly invoicing and revenue accruals to be raised;Manage the month end Invoicing processes as requested;Submit Invoices and statements to clients as a monthly task and upon request from customer;Provide support to the Cashbook Accountant with posting of all payments received to the correct customer accounts, and allocating to the correct invoices, based on remittance advice received from customers;Manage AR ageing, check for unmatched receipts/ misallocation of payments to invoices and liase with Cashbook Accountant on corrections;Follow up on outstanding and overdue invoices for payment and escalations to Account Manager, Finance Manager, Divisional Executive, Finance Executive and the COO;Provide weekly feedback to the group debtors manager on the outstanding invoices and response from customer.
Qualification and Experience Requirements
Bachelor’s degree in accounting or related (essential).
ATTRIBUTES
Personal Attributes and Qualities
Sound understanding of accounting and financial reporting principles and practices.Analytical mind with strong conceptual and problem-solving skills.Meticulous attention to detail with the superb organizational skills.Ability to work under pressure and meet tight deadlines.Critical thinker with a high proficiency in math.Ability to work independently and as part of a team.Excellent report writing, communication and IT skills.Advanced competency in Microsoft Office and Accounting software packages.
In accordance with Adapt IT’s Employment Equity plans and goals, preference will be given to suitable applicants from the designated groups as defined by the Employment Equity Act of 55 of 1998 and subsequent amendments thereto.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMTkxNDQ1NTg0P3NvdXJjZT1ndW10cmVl&jid=1313403&xid=3191445584
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PURPOSE:
An Executive Assistant to the CEO plays a key role in helping a business run smoothly. An Executive Assistant is a highly organized personal assistant to perform personalized administrative duties for the CEO. They are responsible for scheduling meetings, taking notes, and handling correspondence on behalf of CEO & COO. They may also be required to make travel arrangements and assist with other duties when required.
Diary & Meeting Maintenance
Manages diary, including prioritizing and scheduling meetings and ensuring that participants are informed of changes and included but is not limited to:Meeting room bookings and set up.Ensure information required for meetings is available for all parties attending.Blocking off time prior to Committee or Board Meetings, ensuring the CEO is prepared.Deadlines to be put in the CEO’s diary.Personal diary of the CEO to be taken into consideration.Coordinate and handle any catering.Monitor relevant expenses against annual budget for division and/or events in achievement of departmental financial objectives needs if necessary.Provide input into formulation of departmental budgets.
Email Maintenance
Formulate responses to emails on the CEOs behalf where appropriate.Distribute promptly upon receipt to the relevant person or department and follow up on the matter to ensure that it has been attended to.Segregate important matters for immediate attention and bring to the CEO if necessary.Monitor emails for actions required, important information such as meetings and keep the CEO fully informed and promptly print emails as necessary.Research,2121 priorities and follows up on incoming issues addressed to the CEO, including those of a sensitive and confidential nature.Open, review and prioritise by importance and categorise all incoming email in a timeous manner.
Travel Arrangements
Arrange travel for the Chief Executive Officer, to include itineraries and agendas as well as compiling documents for travel-related meetings.Including and not limited to flights, car hire and accommodation.Ensure that the airline online check-in is done timeously and secure preferred seating requirements.Diarise all travel arrangements with the relevant reservation numbers and contact information in the CEOs diary for ease of reference, include travel time to and from airport etc.Prepare relevant travel documents for finance and submit timeously.
General Support
Ad hoc typing requirements for the Chief Executive Officer as well as the departmental typing.Take minutes for meetings involving the various departments.Ensure a meticulous filing ...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xODQyNDc0MzE/c291cmNlPWd1bXRyZWU=&jid=1679669&xid=184247431
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Purpose of role:
The Senior Fund Accounting Managers role is to supervise the Fund Accounting unit. The incumbent will report into the COO/Deputy COO role and assists on all strategic and tactical matters as they relate to budget management, cost benefit analysis, forecasting needs, etc.
Responsibilities:
Operational
Assist in performing all tasks necessary to achieve the organisations mission.Work with the Executive Team on the strategic vision including fostering and cultivating stakeholder relationships.Assisting in the development and negotiation of contracts.Enhancement and automation of processes through utilisation of technology.Ensure adequate controls are installed and that substantiating documentation is approved and available such that it may pass independent audits.Work with the COO/Deputy COO to ensure programmatic success through cost analysis support and compliance with all contractual and programmatic requirements. Oversee the production of monthly reports for use by the Executive Team, as well as the Board of Directors.Oversee and manage existing system controls and introduce new enhancements to streamline workflow and mitigate risk factors.Preparing and maintaining standard operating procedures throughout the Fund Accounting department.Development, implementation and management of effective financial controls.
Compliance
Provide oversight and play a leadership role in the Compliance Management function to ensure that:the company compliance framework and policies are properly embedded and implemented in the business.there is regular reporting on compliance breaches and progress on mitigation and management plans.administrative penalties as a result of compliance breaches are minimised.Ensure compliance with regulatory requirements through adherence to policies, procedures and guidelines.Work closely with the Executive Team to ensure that all key risks are identified and are adequately communicated to the relevant business owners.Implementation of controls to mitigate fraudulent activities and misrepresentation of information.Enhancement and automation of the production of monthly management reports and board packs.
Customer
Attend Board and Subcommittee meetings.Development stakeholder relationships.Ensure adherence to customer and service provider SLA’s.
People
Train the Fund Accounting department and other staff on raising awareness and knowledge of financial management matters.Development and implementation of staff succession and growth plans.Effective team management and coordination of financial activities ...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNjU1MzAwNjk3P3NvdXJjZT1ndW10cmVl&jid=1737670&xid=1655300697
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The incumbent will provide direction and input re. the administration of SEB in line with client needs and working closely with the Executives to implement and drive strategic changes. Manage a large team of key account managers for a portfolio of funds. Lead the team and manage workflow. This role is focused on the achievement of the SEB Company Strategy through the provision of: Facilitation services for the planning, implementation and monitoring of customer engagement, benefit counselling, brand awareness, client take on and member education .Project management services to execute and manage key organization-wide strategic and operational projects.
BUSINESS IMPROVEMENT :
Analyze and identify opportunities for business process improvements wrt. Customer engagement, brand awareness, client take on , and education of members.Study, assess, and analyze the current working environment to enhance processes to improve on and enhance the relationship with clients.
POLICIES, PROCEDURES AND PROCESSES:
Manage and ensure accessibility and effective implementation of policies, procedures and controls covering all areas of assigned departmental activity so that all relevant procedural / legislative requirements are fulfilled to ensure that the SLA for all clients are upheld
OPERATIONS MANAGEMENT:
Assist in the administration and monitoring of the day-to-day operations of the Admin teams / key account managers or key stakeholders externally within required performance parameters;Provide administrative support to the COO and It to enhance the execution of her responsibilities;Assist in the administration and all associated document management, governance and record keeping in line with SEB policies and procedures to maintain compliance and manage associated risks.
PROJECT MANAGEMENT:
Coordinate and support selected SEB strategic projects / initiatives from inception through planning, implementation, monitoring, evaluation and conclusion to ensure delivery of strategic objectives, on time and within budget and other constraints.May be required to assist in data governance, research, analytics and reporting.
SECRETARIAL SERVICES:
Provide secretarial services on selected governance structures and decision-making committees on which the COO ;This includes logistics coordination, agenda planning, working with presenters to prepare prior to submission / presentation, material collection and distribution, attendee tracking and posting of minutes.Contribute towards the negotiation of internal service level agreements where necessary.Continuous improvement/ Innovation.Contribute towards the identification of opportunities for continuous improvement of the SEB operational processes, p...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zOTY4NzEyMDkxP3NvdXJjZT1ndW10cmVl&jid=1480300&xid=3968712091
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Purpose of role:
The overall responsibility is to drive growth and strategic renewal in IT by transforming an organization’s traditional analog business into digital ones. The incumbent will put a special focus on creating new value through the smart use of digital tools, platforms, technologies, services, and processes.He/She will serve as an an established digital leader and will have the skills to influence at every level, imparting digital knowledge and skills in a constructive, empowering, and collaborative way. The incumbent will work closely with our COO and other Exco members, to ensure driving force behind their organizations digital transformation.
Responsibilities:
Drive digital innovation and serve as a cross-functional change agent.Set and implement digital strategy by working with cross-functional partners to map and transition traditional processes to digital onesBe a digital evangelist, championing the use of digital technology and practices to engender a digital mindset from the top downEnsure collaboration, knowledge sharing, and digital best practices between partners and colleagues to help embed a robust digital ecosystemMeasure ROI on digital projects, fine-tuning approaches as needed to ensure were investing in the right tools and resourcesDevelop a clearly defined and compelling digital strategy for the company’s futureEnsure that all relevant digital initiatives are fully integrated into the strategic-planning process for leadership commitment, resource allocation and executionWork with teams across the business to generate innovative digital solutions for products, services, processes, customer experiences, marketing channels, and business modelsOwn and centrally monitor the digital innovation project portfolioBuild, manage and continue to grow an internal digital innovation ecosystemIdentifying new tools – AI, digital, CRM – that can support, enhance and improve our solutionsWork closely with HR to attract and retain top talent, and to build digital capabilities across the company.
REPORTING
Monthly feedback to EXCO to IT deliverable and alignment
INNOVATIVE & TEAM PLAYER
Be able to work independently with minimal supervisionBuild and maintain supportive relationships both internally and externally stakeholders
RELATIONSHIP MANAGEMENT
Work with various stakeholders across the organisation to understand data requirements and apply technical knowledge of data management to solve key business problems.Build and maintain positive relationships with all clients and service providers.Be able to explain technical concepts to non-technical business leaders.
TIME MANAGE...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zOTAwNzgyNDg2P3NvdXJjZT1ndW10cmVl&jid=1730930&xid=3900782486
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Purpose of role:
The primary purpose of the Chief Experience Officer at SEB is to continuously work to improve SEB’s relationship with its clients and members and to provide a positive and consistent client experience. Included in this is the ability to organize and develop a way to measure how our clients perceive the service that SEB provides.S/he will be primarily responsible for mapping out the client and member journeys and understanding their needs that fosters an improved client/member experience.The role will require that the Chief Experience officer create the SEB ‘’Experience strategy and practices’’ that improves client acquisition and retention.This role requires the incumbent to enhance the engagement of our clients and integrates the executive and client-facing aspects of business to be able to effectively use client feedback and behavioral data and insights to drive improvements, eliminate friction from the overall experience, and ensure that future services align with what our members and clients care about.The Chief Experience Officer is also responsible for fostering a client-centric internal culture – with their focus entirely on optimizing the client and member experience. This means that they must be able to translate all departmental goals to ensure that each team is contributing to the big picture plan.
Responsibilities:
To work with internal and external stakeholders to identify gaps in the client experience and opportunities to improve them. This means working with high-level decision-makers like the COO, CTO and CEO, as well as client facing teams like the Key Account Managers, Member Centres , Service Centre and Benefit Counsellor.S/he will be responsible for mapping the client journey across all touchpoints and channels by capturing, monitoring, and analyzing client feedback. This may include tracking how our net promoter score changes over time, analyzing client sentiment, and identifying themes across all feedback channels. This may include owning aspects of the client journey such as:
Developing feedback surveys (Conduct market and client research by conducting surveys and polls, competitor analyses, reading market reports to understand what drives our clients and members to create a client/member profile outlining client/member needs, wants, and goals especially in lieu of services rendered)Review current apps and or portals (Benefit Counsellor/Hello Peter/Internet) and improve the experience for our clients. These must be mapped solutions with a view to enhancing the experience and ensuring consistency in the experience for all clients and members. (Ensuring as well that these are ‘’user friendly’’ and appeal to our target member audience).Scheduling in-person and online meetings with clients. Working closely with our client liaison offices to under...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yOTAzODE3MDU2P3NvdXJjZT1ndW10cmVl&jid=1749262&xid=2903817056
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Purpose of role:
The Senior Fund Accounting Manager supervises the Fund Accounting unit. The Senior Fund Accounting Manager reports to the COO and assists on all strategic and tactical matters as they relate to budget management, cost benefit analysis, forecasting needs, etc.
Main Responsibilities
Operational
Assist in performing all tasks necessary to achieve the organisations mission.Work with the Executive Team on the strategic vision including fostering and cultivating stakeholder relationships.Assisting in the development and negotiation of contracts.Enhancement and automation of processes through utilisation of technology.Ensure adequate controls are installed and that substantiating documentation is approved and available such that it may pass independent audits.Work with the COO/Deputy COO to ensure programmatic success through cost analysis support and compliance with all contractual and programmatic requirements. This includes:
Interpreting legislative and programmatic rules and regulations to ensure compliance with all statutory requirements.Ensuring that all statutory regulations and requirements are disseminated to appropriate personnel, andMonitoring compliance.
Develop and maintain systems of internal controls to safeguard financial assets of the funds and oversee programs, the coordination and activities of independent auditors ensuring all audit issues are resolved, and all compliance issues are met.Oversee the production of monthly reports for use by the Executive Team, as well as the Board of Directors.Oversee and manage existing system controls and introduce new enhancements to streamline workflow and mitigate risk factors.Preparing and maintaining standard operating procedures throughout the Fund Accounting department.Development, implementation and management of effective financial controls.
Compliance
Provide oversight and play a leadership role in the Compliance Management function to ensure that:the company compliance framework and policies are properly embedded and implemented in the business.there is regular reporting on compliance breaches and progress on mitigation and management plans.administrative penalties as a result of compliance breaches are minimised.Ensure compliance with regulatory requirements through adherence to policies, procedures and guidelines.Work closely with the Executive Team to ensure that all key risks are identified and are adequately communicated to the relevant business owners.Implementation of controls to mitigate fraudulent activities and misrepresentation of information.Enhancement and automation of the production of monthly management repo...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMTk1MTAzNjM4P3NvdXJjZT1ndW10cmVl&jid=1747978&xid=1195103638
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