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My Insurance Broker Client is looking for an Account Executive.
You will be responsible for the Book of business which includes growth (organic, new business, upselling, cross selling), maintenance and retention.
Regular client interaction and documented outcomes/discussions
Meeting FAIS requirements in terms of documentation and client record of advice
Maintian good communication and co-operation
Minimum Requirements:
MatricNQF 5 in Short Term InsuranceRe 5 3-5 years related experience (Relationship Management)IISA/FIA (adv)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yODAyNTk2Nzg0P3NvdXJjZT1ndW10cmVl&jid=1229814&xid=2802596784
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My Short Term Insurance Client is looking for a Technical Engineering Underwriter.
Requirements:
Grade 12FETC in Short Term Insurance (ESS)Higher Certificate in Short Term Insurance (ADV)RE 5 passedMust be FAIS Fit & ProperBasic Ms Office Advanced product knowledge and application of Engineering insurance5+ years of relevant work experience Knowledge and understanding of current market trends within the industry, external factors that could impact the business, as well as a sound understanding of competitor product offerings.
Duties:
Underwrite Engineering risks which will include renewals and policy amendments if required.Maintain effective strategies and organisation skills within the Engineering Department.Develop and maintain strong relationships with brokers and internal stakeholders.Negotiate terms and conditions with Business Partners.Policy documentation and administration – ensure accurate policy documentation is issued to brokers and maintain accurate records of such.Proactively drive involvement of functional areas within the Engineering division.Proactively liaise with relevant stakeholders when new business is underwritten.Work effectively within the Technical Team environment and provide support in terms of investigations and formulation of new product enhancement and Reinsurance business.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNDY5MDk3MTQwP3NvdXJjZT1ndW10cmVl&jid=1305789&xid=1469097140
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Role PurposeManagement and servicing of direct personal lines insurance 55 plus client portfolios whilst ensuring a balance between the companys business priorities including growth and client retention whilst adhering to the insurance needs of clients, in conjunction with Financial Services Regulations.
Locationx1 Nelspruit and x1 Durban
Responsibilities and work outputs
• Servicing of dedicated client portfolios• Credit control/Unpaid Debit Orders/Account Queries• Maintaining and building client relationships• Delivering excellent client service• Maintaining and improving agreed client service levels• Thorough knowledge of short-term insurance products• Retention of current client portfolio• Growing current client portfolio• Identifying cross selling opportunities and provide leads• Assist clients with claim forms and queries• Day to Day management/assistance to clients and ensuring portfolio profitability• Underwriting on multi claimants/high loss ratio clients• Processing of Renewals
Competencies required
• Technical Retail Acumen• Portfolio Management• Risk awareness• Crossselling/Lead Referral
Experience and Qualifications
• 3 Years Experience in Servicing (Short Term Insurance)• Matric/Grade 12• FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of• first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list• FAIS Regulatory examination for Representatives(RE5)• 18 CPD (continuous professional development) points
Were looking for someone with
• Extensive knowledge of the Short-Term Insurance Industry• Thorough understanding of insurance products• Thorough understanding of business principles and Practices• Interpersonal Skills• Ability to handle conflict• Negotiation skills• Problem solving skills• Risk Assessment and analysis• Insurance Principles and practice• Customer and Personal Service• Clerical and Administrative Skills• Willingness to assist colleagues and a team player• Time management
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMzc4MDY5MTM4P3NvdXJjZT1ndW10cmVl&jid=1517925&xid=2378069138
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You will be trained to be a Technical Underwriter.
Must have:
MatricRE 5FETC in Short Term Insurance NQF 4 (150 FAIS Credits)2+ years experience in Commercial UnderwritingMS Excel Excellent written and verbal communication skills in EnglishAble to transfer documents from English into Afrikaans.Self confident able to do presentations
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yOTc3NTUwNzMxP3NvdXJjZT1ndW10cmVl&jid=1156117&xid=2977550731
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Your role will be that of main liaison between the companys internal claims operational staff, management, and its brokers, for all claims-related matters of a highly complex technical/legal nature. Working closely with an allocated portfolio of brokers, the Portfolio Relationship Manager will:
Apply technical product knowledge, legal expertise to facilitate effective resolution ensuring a fair outcome. Act as an expert advisor on all complex claimsProvide training and guidancelead team of claims specialistsProvide information to brokersEvaluate process and procedures
Full claims administrative support will be given by the companys claims department, while the core purpose will be to provide technical and legal guidance and insight to both internal staff and brokers on most complex claims matters.
Minimum Requirements:
Grade 12LLB Degree -essentialHigher Certificate in Short Term InsuranceRE 5DOFA essentialComputer literate6-8 years min in claims (Commercial, Personal & Motor& Non-Motor)Must have worked for a UMA, Insurer, or other Risk Carrier, where broker interaction form an inherent part of the job.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNzMwMjc1MjYwP3NvdXJjZT1ndW10cmVl&jid=1305791&xid=2730275260
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You will be trained to be a Technical Underwriter.
Must have:
MatricRE 5FETC in Short Term Insurance NQF 42+ years experience in Commercial UnderwritingMS Excel Excellent written and verbal communication skills in EnglishSelf confident able to do presentations
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNTQxNDE5ODI4P3NvdXJjZT1ndW10cmVl&jid=1305787&xid=1541419828
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Looking for a commercial Accountant in Durban with honours and at least 2 years experience.
A Manufacturing company is looking for a Commercial Accountant in their Durban office.
In this role you will assist the Regional Exec with cost and sales analysis and reports, prepare forecasting estimates, prepare and analyse monthly sales reports and estimates, prepare costings and maintain them on the system and assist the Regional Exec with other duties and assignments.
In order to be shortlisted, you must have:
BCom/BCompt with honours (Accounting subjects needed)
2+ years experience in an accounting environment
Manufacturing Cost Accounting will be advantageous
SAP experience
Advanced Excel and MS Office skills
Auditing experience will be beneficial
Job Reference #: KZN000254/LM
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Opportunity Available!! Our well known client in the Auditing Sector is looking to employ a Senior Finance Administrator to join their team in Pietermaritzburg.
Job Description:
Analysis of WIP timesheet function on Caseware - Creating new projects and maintenance and reporting to the CEO on non-chargeable etc.
Capacity reports to the executive team based on timesheet information like non-chargeable, productivity, rates etc.
Adding new employees to timesheet systems including charge out rates and time types.
Analyzing project costs, revenue, and billing progress on a weekly basis.
Lead, motivate and support admin and daily operations team
Supporting the director and executive team with high level administrative analysis and tasks
Oversee and improve operational processes to ensure smooth and efficient workflows in all departments including
Maintaining project details, project register and interface between Caseware Cloud and Caseware Time.
Add new staff with charge out rates and maintain accordingly
Maintain Timesheet information on Caseware and approve to work in progress reporting
Generate Caseware WIP and staff productivity reports
Analyzing the WIP from project engagement until project completion to ensure maximum profitability
Analyzing each project’s cost, revenue and billing progress on a weekly basis
Annual financial statements as well as monthly management accounts for the Firm to be maintained and presented to the CEO
Any other ad hoc finance/project requirements
Analyzing financial data and trends to identify areas for improvement or optimization.
Conducting variance analysis and providing recommendations for performance improvement. Translate senior management directives into actionable front-line policies and implemented changes with staff.
Identified business process challenges by analyzing current process data and metrics.
Overseeing day-to-day financial operations, including accounts payable and receivable, payroll, and financial transactions. Developed, implemented, updated and managed process flow improvement with cross-functional teams in the group using flow charts, manuals, google analytics etc.
Prepared high level business process reports and presentations for the director. Provided insights and recommendations to management for cost-saving opportunities.
Job Requirements:
Tertiary qualification – Bcom Degree
Previous experience in a similar role or Financial field is essential
Must have excellent management skills and a clear understanding of practice management
Excellent report writing skills
Pastel Knowledge
Advanced excel skills
Caseware experience is essential
Financial acumen
SECTOR: Finance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93ZWJhcHAucGxhY2VtZW50cGFydG5lci5jb20vd2kvYXBwbGljYXRpb25fZm9ybS5waHA/aWQ9c3RhZmZzb2xzJnZhY2FuY3lfcmVmPUUuTDAwMjA4OC9CRw==&jid=1815822&xid=E.L002088/BG
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12-month Fixed Term Contract position to start immediately
Payroll duties Sage VIP Premier:
Minimum Requirements:
Grade 12 plus relevant tertiary qualificationMinimum 5 years experience on Sage VIP Premier, Minimum 5 years’ relevant experience in the Administration of large payrolls
Key Performance Areas:
Completion of statutory and legal reports and returnsMaintain accurate records and ensure legal complianceOversee wage payrolls and ensure effective functioning and accurate paymentsMonth-end reportsThird-party reconciliations and submissions, including submission to SARSExperience in bargaining council matters
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNzI0MzY5MzkwP3NvdXJjZT1ndW10cmVl&jid=1124853&xid=3724369390
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Opportunity Available!! Our leading client in the Auditing space is looking to employ a Chartered Accountant (SA) to join their dynamic team in Johannesburg.
Job Description:
To provide a management role within the Audit Department
The PMB based candidate will be responsible for Audit, Accounting and Tax.
Business Development
Review and sign off all Reports
Manage Quality control within the Firm
Oversees the training, development and supervision of staff.
Develops, manages, and monitors the branch revenue target
To be able to implement and manage projects.
Must be/ or be willing to be a SAICA Trainee officer
An existing portfolio of clients would be an advantage
Job Requirements:
Tertiary qualification - Qualified CA (SA) and Registered Auditor (RA)
Minimum of 3 years post CA(SA) qualification experience within an Audit firm
Must be a Registered Auditor
SECTOR: Finance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93ZWJhcHAucGxhY2VtZW50cGFydG5lci5jb20vd2kvYXBwbGljYXRpb25fZm9ybS5waHA/aWQ9c3RhZmZzb2xzJnZhY2FuY3lfcmVmPUUuTDAwMjA4Ni9CRw==&jid=1815810&xid=E.L002086/BG
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I am recruiting for an excellent salesmen !
Requirements
Direct sales experience onlyNo telephonic salesNo call centre salesFace to face sales onlyGenerating own business leads is a mustFast pace sales environmentTarget driven salesPreferably experience in selling insuranceProven salesmen
The ideal candidate will be an excellent communicator and have a passion for sales. The Business Development Consultant will be required to generate leads and convert them into sales. In this role the BDC is responsible for providing excellent customer service and advice, as well as developing relationships with customers.
Responsibilities and work outputs for Business Development Consultants (PERSONAL LINES):• Source lead generating opportunities to ensure a minimum of 10 client quotes per week and 40 per month• Minimum requirement of 10 premium adjusted policies (net of claw backs) written policies per month• Maintain and update your Lead Generation Matrix on a weekly basis• Manage the lead generation process which includes group presentations, one on one consultations, ensuring regular communication with staff, participation in corporate events, advertising and general relationship building• Keep up to date and fully informed on product comparisons with opposition products• Sign up a minimum of 5 active lead referral agents• Meet all KPls as laid down by the company for BDCs• Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time• Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas• Meet the Fit and proper requirements as set out in the FAIS codes of conduct at all times• Meet continuing professional development objectives as required by the industry
Salary Details
Fixed salary plus commission
Qualification
Matric/Grade 12FAIS Credits (preferable)RE 5 - a plusProven experience in FACE-TO-FACE SALES experience2 - 3 years DIRECT SALES EXPERIENCE selling short term insurance either as a Broker Agent or Tied Agent.Alternatively, must have SOLID DIRECT SALES EXPERIENCE.A minimum of 2 years’ experience GENERATING LEADS and CONVERTING THEM INTO SALES (prospecting / cold calling) - managing lead generation processAbility to work under pressure and MEET TARGETSCandidates must have a vehicle available to complete sale tasks
If you keen on this please send your CV to
james@abcworldwide.com
Include salary expectation, current salary, notice ...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zOTU5OTE5NjY5P3NvdXJjZT1ndW10cmVl&jid=1497800&xid=3959919669
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Position: Sales Consultant
Based in Bellville
Please forward your CV to – melanie@abcworldwide.com
We are searching for driven, hungry candidates that are completely sales driven in sales environment!!!
We require candidates that exceed targets and are top performer!!!
Main Responsibilities:
Selling short term insurance telephonicallyAchievement of sales targets and objectivesAdherence to Quality and Compliance processes to minimize business riskBuild and maintain good client relationshipsEnsure commitment to the FAIS Fit & Proper qualification requirements
Client offers:
Monday to Friday
Salary – Basic + commission
Requirements:
Must be a South African citizenMust have MatricMust have 2 years’ experience in salesMust be ITC clear and Criminal clearMust have a clear accent
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNzYwNzU0MTk/c291cmNlPWd1bXRyZWU=&jid=1305134&xid=376075419
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Permanent position available in Somerset West, Cape Town.
Requirements:
South African Citizen3 years minimum experience with a strong track record in auditing within a large organisationDegree
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNjk4MDUyMDI1P3NvdXJjZT1ndW10cmVl&jid=377446&xid=1698052025
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Urgently in Need of Business Development Consultant - Durban
Requirements
Must have short-term insurance experience for Durban We are looking for BDC’s who are SALES HUNTERS, who are ENTREPRENEURIALFace-to-Face HUNTER SALES EXPERIENCE • not call centre salesWe are looking for well spoken candidates who can hold a conversation (presentable) • The ideal applicant would have experience working with clients in the middle and upper marketThe ideal candidate is able to work on their own writing business in accordance with TARGETS.Must have – OWN VEHICLEPrevious experience SOURCING OWN NEW BUSINESS LEADS, as they will be required to generate 100% of their own new business (prospecting)Must have - Solid cold calling • PROSPECTING experienceVery strong communicator
Education and experience
3-4 years experience in external sales1 + experience in the Insurance industryRE5 advantage Matric certification and higher
Contact Person
James KnollJames@abcworldwide.com
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNjQ3ODQ4MzkxP3NvdXJjZT1ndW10cmVl&jid=1328344&xid=2647848391
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If you have an RE 5 OR RE 5 and 120 FAIS credits - Long term insurance, Matric, Call Centre certificate, 1 FULL year of Outbound Call centre experience selling Funeral and Life cover and reside close to Menlyn mall, please send me your CV!!!!!!!
Even if you have 1 FULL year and already been booked to write your RE 5 (Depending on DOFA date).
Looking for bubbly, energetic, money hungry, target driven, customer orientated, OBJECTION HANDLING PROs to join a well known long term insurance client of ours, with a National footprint.
If you have a colleague that would also be keen, send them on and we can fill all the positions, as there is plenty to fill !!!!!
When sending me your application, please include: Contactable references, copy of ID, Matric, Call Centre certificate, RE 5, 120 FAIS credit related qualification, last 3 months payslips showing your commission earnings
Must have a clear criminal record, clear credit record and clear fraud record
Cost to company included medical aid and provident fund, commission and clawbacks policy
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS83NTA1Mjk2MDI/c291cmNlPWd1bXRyZWU=&jid=1619505&xid=750529602
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If you have a RE 5, COB - personal lines, 12 CPD points, Matric, valid DOFA date, clear criminal record, clear ITC (Credit), 6 months proof of income of showing you earner proper commission, available to start a new job on 25 August 2023, then hit APPLY button!!!!
Our short term insurance client is looking for qualified and experienced short term insurance Outbound Sales Agents with 2 - 3 years Outbound Sales experience in a call centre to join their team!!!!
Must be used to marathon days, hitting target every month, overcoming objections from clients, excellent communication, professional, quality orientated, self motivated.
Must be results driven, resilient, energetic, able to liaise with all different levels of clients.
If you are seriously interested, please send me your updated CV, copy of ID, Matric, RE 5, COB, CPD, 2 contacts to call for reference checks, 6 months payslips of bank statements to show you earned proper commission consecutively.
Uncapped performance based commission
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMTYxODU2NzA4P3NvdXJjZT1ndW10cmVl&jid=1679718&xid=3161856708
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Position – Broker Consultant
Location – Richards Bay/KZN
Salary – market related
Main purpose - The main purpose of this position is to increase group sales of the range of products through building relationships and superior client service to independent brokers and corporate clients.
Qualifications:
Matric
NQF 6 qualification/3-year relevant tertiary qualification will be an advantage.
Regulatory Examinations (RE5) for representatives.
60 FAIS Credits or alternatively full FAIS recognized relevant qualification (DOFA dependent).
Requirements and knowledge:
Class of Business training in Category 1 life and friendly societies.
Product Specific training in Category 1 life and friendly societies.
Minimum 12 hours of Continuous Professional Development (CPD) per CPD cycle.
Excellent knowledge and understanding of insurance legislation.
Computer Literacy (MS Office package).
Valid driver’s license and own vehicle.
Sound knowledge of long-term insurance or employee benefits products.
Knowledge of underwriting processes.
Minimum of five (5) years’ experience in the insurance industry preferable in the group funeral or group risk market.
Broker consulting, trade unions, funeral parlours experience in an insurance company.
Experience in establishing contacts and relationships with decision makers within funeral group business.
Proven Sales track record.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MjAyMTE1NjkwP3NvdXJjZT1ndW10cmVl&jid=1322397&xid=4202115690
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Job description
A top company in the insurance industry is seeking a Chartered Accountant CA(SA) to join their Group Finance department as a Group Finance Manager.
Duties
The Group Finance Manager will be responsible for the day-to-day financial management of the company. The Group Finance Manager will be responsible for financial analysis, financial planning and budgeting, forecasting, financial reporting, risk management, internal controls, providing assistance to SAICA training officer and ad hoc tasks. They will also be responsible for managing a team of finance professionals.
Qualifications
Matric.BCom degree in Accounting ScienceCertificate In Theory of Accounting (Honours Degree) (CTA)Must be a Charted Accountant CA(SA)3-5 years Experience in financial/management reporting experienceExperience in Long Term Insurance Industry.Management experience will be advantageous.Excellent analytical and problem-solving skillsStrong leadership and team management skillsExperience in working with financial software and systems.Ability to work collaboratively with management teams, clients, and employees at all levels.Strong attention to detail and ability to meet tight deadlines.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MjUxMDE0ODQ3P3NvdXJjZT1ndW10cmVl&jid=1691772&xid=4251014847
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Opportunity Available!! Our leading client in the Auditing Sector is looking to employ an Internal Audit Manager to join their dynamic team in Pietermaritzburg.
Job Description:
Must have strong internal audit experience and skills
Develop and maintain sound client relationships
Build long-term relationships with new and existing clients
Promote the Firms products/services addressing or predicting clients objectives
Managing of assigned client portfolios from beginning to end
Planning, executing and reporting on assignments in accordance with required quality control standard; office policies and management guidelines, and within allocated timelines and budgets
Project Management
Staff planning
Manage and lead teams
Review the work of subordinates
Finalisation of working papers and relevant reports for Directors review
Assist in preparation of client proposals
Must have experience in assessing staff performance and staff development
Job Requirements
: CA (SA)/CIA or equivalent
SAICA articles completed at a South African auditing practice
At least 5 years’ experience at a management level
Must have strong experience in Public Sector across all spheres of government (national, provincial and local)
In-depth knowledge of various legislative prescripts such as PFMA/ MFMA and SCM regulations
Experience in private sector will be an advantage
Sound knowledge of the local market
Strong technical skills in internal audit
Caseware knowledge/ experience
TeamMate knowledge/ experience
Pastel knowledge/ experience
Microsoft Office experience
Valid South African driver’s license
Own transport
SECTOR: Finance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93ZWJhcHAucGxhY2VtZW50cGFydG5lci5jb20vd2kvYXBwbGljYXRpb25fZm9ybS5waHA/aWQ9c3RhZmZzb2xzJnZhY2FuY3lfcmVmPUUuTDAwMjA4Ny9CRw==&jid=1815820&xid=E.L002087/BG
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Permanent position available in Stellenbosch, Cape Town for an Accountant Reviewer.
Minimum Requirements:
5 years related experience or relevant accounting qualificationKnowledge of Accounting software programs (e.g. MDA, Pastel, Xero)MS Office - Excel knowledge
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMTYzMjI2NDk4P3NvdXJjZT1ndW10cmVl&jid=345272&xid=2163226498
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