Please note that our Terms of Use and Privacy Notice are applicable.
Back to search (Gauteng > Johannesburg > Jobs > Accounting & Finance Jobs> ad 1163259048)
Client Services Administrator (Temp)
1 Photo(s)
1 year ago1973 views
Ad Saved to My List
View and manage your saved ads in your account.
Share
WhatsApp
Facebook
Messenger
Twitter
Copy URL
Email
Report Ad
Report This Ad
Reason for Reporting
Email Address
(Required)
Message
(Optional)
Report Ad
By clicking "Report" you accept the Gumtree Terms and Conditions.
General Details
Location:
Advertised By:Agency
Company Name:Dalitso Holdings
Job Type:Full-Time
Description
Key Outputs:
- To support sales team with all related administrative and coordination functions for effective and efficient service delivery to all stakeholders.
- To provide administrative support in an office environment
- Supply information to the (internal and external) customers
- Record and calculate commission payable
- Onboarding of new business
- Ensuring that the compliance and process checks are being done at onboarding stage.
- Ensuring that the communication feedback loop is adhered to
- Ensuring that supporting documentation is timeously uploaded and stored
- Adhering to SLA for all processes
- Provide weekly stats and reports to TL or as and when needed
- Ensuring that SOP is followed to remain complaint
- Manage sales tracking tools and report on important information.
- Keep record of sales trends.
- Liaise with Key account executive to develop specific sales strategies and ensuring happy clients.
- Stay up to date with new product and feature launches and ensure sales team is on board.
- Inter department enquiry management.
- Excellent customer service and effective communication.
Minimum Requirements:
- Matric
- NQF Level 5 or Diploma in Business Management
- 3 years sales administrative support experience
- Minimum of 1 years’ experience in similar support role
- Advanced Computer literate - MS Office
- Ability to work under pressure
- Attention to detail and accuracy
- Verbal and written communication skills
- Professional personal presentation
- Customer service orientation
- Information management
- Organising and planning
- Coordinating meetings
- Highly Numeracy level
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNzIxMTUzNzgwP3NvdXJjZT1ndW10cmVl&jid=1422201&xid=3721153780
Id Subtitle 1163259048
View More
Dalitso Holdings
Selling for 2+ years
Total Ads82
Active Ads82
Professional Seller
This seller has registered a Gumtree business account which allows them to qualify as a professional seller.To grow your business with Gumtree read more
Seller stats
82Total Ads
210.41KTotal Views
Contact Dalitso Holdings
Message
(4010)
Name
(Optional)
Email Address
(Optional)
Phone
(Required)
Upload CV(Optional)
DOC or PDF only max 2 MB file size
Send Message
By clicking "Send" you accept the Terms of Use and Privacy Notice and agree to receive newsletters and promo offers from us.
Related Ads
1
SavedSave
Join Our Team as a Credit Life Client Services Consultant
Are you an energetic, driven individual with a passion for customer service? If so, we have an exciting opportunity for you!
Company Overview: One of the largest financial services providers are currently looking for two dynamic individuals to join the team as Credit Life Client Services Consultants for their call center.
Minimum Requirements:
Matric qualificationClear ITC and Criminal recordPrevious experience as a customer service consultantMinimum of 2 years in Long Term Insurance2 years of experience in a call centerNQF Level 5 Wealth Management CertificateDOFA (Date of First Appointment) applies to registered candidates.
Job Role: As a Credit Life Client Services Consultant, your responsibilities will include:
Maintaining a positive, empathetic, and professional attitude toward customers.Responding promptly to customer inquiries via various channels.Acknowledging and resolving customer complaints with efficiency.Having in-depth knowledge of our products to address customer queries.Keeping accurate records of customer interactions, transactions, comments, and complaints.Providing valuable feedback on the efficiency of the customer service process.Ensuring customer satisfaction through professional and timely support.
Application Details: Only candidates who meet the minimum requirements will be considered for this exciting opportunity.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMDE0OTYyNzA/c291cmNlPWd1bXRyZWU=&jid=1755305&xid=101496270
Invalid date
1
SavedSave
A top company in the insurance industry is seeking a Client Services Administrator to start in their Branch administration department in Rustenburg.
Purpose
To provide professional first line support to clients and sales support
Responsibilities
Render client services: updating client personal details, inform clients and update changes to their policy, handle all complaints and enquiries.Administrate Claims: Verify claim documents as per standard procedure, submit all claims received to head office, keep claims register up to date.Advise clients of cancelationsOffice Administration: Manage mail and fax, prepare statistical reports.
Requirements
Must have Matric.A recognized qualification as per the FSCA will be advantageous.Must have an RE5. Must have registration as an Employee RepresentativeMust have CPD pointsMust have Class of Business CertificateMust have at least 2 years Experience in the insurance industryMust have 1 year Client services experience.Must have 1 year experience in: Category A, B, C and retail benefits will be advantageous.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xODI2NDEyNDI5P3NvdXJjZT1ndW10cmVl&jid=1746577&xid=1826412429
Invalid date
1
SavedSave
Are you ready to soar in your career within the dynamic world of aviation? Our client is seeking a talented and detail-oriented Business Controller to be a part of their finance team. As a Business Controller, youll play a vital role in ensuring the accuracy, integrity, and efficiency of the financial processes.
Key Responsibilities:
Your role will encompass a diverse set of responsibilities, including:
Overseeing the complete accounting function, maintaining records of Revenue, Expenditure, Assets, and Liabilities.Ensuring accuracy, timeliness, and integrity of financial information throughout the accounting process.Preparing and reviewing reconciliations, inter-company accounts, and month-end audit files.Crafting and reviewing management accounts to provide strategic insights.Assisting in preparing and submitting statutory submissions in alignment with regulations.Participating in the Year-End audit process and contributing to cash flow reporting.Reviewing Annual financial statements and implementing robust internal controls.Managing the payroll function and bank reconciliations for accuracy.Collaborating on ad hoc projects to drive continuous improvement.Flexibility to assist with additional administrative tasks as needed.
Qualifications and Experience:
Matric qualification as a foundation for your expertise.Financial accounting degree or equivalent qualification.Successful completion of SAICA articles to showcase your commitment.2 years of experience in a similar role, highlighting your capabilities.Proficiency in Microsoft Office packages (Word, Excel).Intermediate-level Excel knowledge to excel in financial analysis.Strong attention to detail coupled with exceptional problem-solving abilities.Excellent verbal and written communication skills.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS82MzU5NDk5Mjg/c291cmNlPWd1bXRyZWU=&jid=1676731&xid=635949928
Invalid date
1
SavedSave
We are looking for an excellent Portfolio Manager
Role Purpose
The Agile Portfolio Manager will provide oversight to portfolio level value-driven governance for agile product deliveries across Momentum Insure. The position will play a crucial role in ensuring that all initiatives are aligned to the business strategy and meet short/long term business needs and value expectations.
This person will also drive portfolio-level information delivery and provide value risk oversight by partnering with product owners, product managers and project managers to define, analyze, and report on portfolio-level initiatives and business risks, metrics, and information related to value delivery
Responsibilities and work outputs
Portfolio management
• Ensure that the organization’s business and financial objectives and strategic goals are clearly articulated and accessible.
• Investigate the feasibility of initiatives in support of business strategy and objectives
• Facilitate, with the business executive team, initiative selection/approval and strategic prioritization to ensure maximum value to the business and prioritization of risk and compliance initiative.
• Maintain the overall business portfolio, with timeous inclusion of initiatives being implemented in the product/agile delivery teams.
• Ensure cross-product dependencies are managed
• Establish and implement metrics to measure the effectiveness of initiatives in line with goals and key performance indicators
• Ensuring the portfolio is meeting the stated goals and objectives and delivering on the expected return on investment
• When needed, highlight initiatives that could be terminated/stopped that are no longer contributing to the overall business strategy and objectives
• Creating reporting documentation to communicate progress and other portfolio metrics.
• Resource Management: Collaborate with line managers to ensure the team is properly staffed with the right capacity and competencies to deliver on initiatives and when needed facilitate the (re-)allocating of resources throughout the life cycle of the portfolio.
• Oversee the achievement and risk “blockers” related to product deliveries
• Partner with product teams to review lean business cases, linking business benefits to investments for funding and allocation requests
• Ensure agile principles and practices are applied consistently
• Oversee the creation and review of key metrics, outcomes, and reporting related to key milestones and objectives
• Assess and report the health of product deliveries with objectivity, accuracy, and transparency
• Ensure that appropriate stakeholders are engaged in risk identification and mitigation
• Predict and identify risks/opportunities from interdependencies of product deliveries
• Support the iden...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNzEzODMzNjQ2P3NvdXJjZT1ndW10cmVl&jid=1481595&xid=3713833646
Invalid date
1
SavedSave
KEY RESPONSIBILITIES
Policies and Procedures
• Ensure adherence to collection policies and procedures.
Collections and Targets
• Monitor and manage a debtor’s portfolio of no more than 480 accounts.
• Achieve and maintain collections and targets set per company protocol.
• Actively collect payment according to payment terms
• Performs reconciliations of allocated accounts daily.
Overdue Accounts
• Attend weekly meetings with the credit supervisor to review all defaulting accounts.
• Ensure the correct escalation process is followed for the Reminder Letters.
• Feedback on the top 20 overdue accounts must be prepared and discussed weekly.
Hand Overs and Bad Debts
• Follow the correct protocol before blacklisting a client, and then proceed to blacklist clients.
• Inform the credit supervisor of any liquidations, absconded clients and business rescue’s immediately.
Credit Notes, Invoices and Adjustments
• Check that all credit notes and adjustments are raised correctly.
• Investigate all reasons for credit notes to ensure that they are valid.
• Submit all credit notes requisitions to the regional credit supervisor.
• Raise all rate queries and stop billing on closures with the billing department.
Month-end Activities
• Ensure that all re-allocations of unallocated deposits are completed.
• Ensure that all journals’ requisitions are raised by 12h00 on the 4th working day of the new month.
Cash / Suspense Accounts
• Ensure the bank statements deposits are captured and allocated daily.
• Ensure that all suspense accounts are reconciled and cleared monthly.
• Obtain all remittance advices for all deposits received on allotted debtor’s accounts.
Financial & Reporting
• Prepare commentary on top twenty clients each month for the region
Auditors
• Assist auditors as and when required.
Meetings
• Regular one on one book reviews with the credit supervisor
• Attend monthly and weekly meetings where required.
• Regularly attend customer meetings.
Customer Care & Queries
• Promote a high level of focus on customer care with relevance to all customer complaints and queries.
• Maintains accurate and complete client information on the system
• Ensure that such queries and complaints are dealt with efficiently, accurately, and promptly.
• Ensure a 48-hour turn-around-time on all customer queries.
Inter-departmental Relations
• Ensure that inter-departmental relationships between Accounts Receivable and other areas are maintained at high levels.
• Ensure a balance is maintained between sales and credit objectives.
Projects
• To get involved in any additional projects as and when required.
SUPERVISORY RESPONSIBILITIES
None
QUALIFICATIONS and EXPERIENCE: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
? Degree or Diploma within the accounting field
...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMzU2OTAyNDg5P3NvdXJjZT1ndW10cmVl&jid=1500721&xid=3356902489
Invalid date
1
SavedSave
My Short Term Insurance Client is looking for a Commercial Underwriter
At least 6 years of relevant Short Term Insurance experience in Commercial Underwriting, ideally having worked for a broker or a sizeable insurance company. 1-3 years in (junior)and 3+ years experience (Senior)Must be fit & proper, ie must have passed the RE5 (Representatives) examFAIS - NQF4 (Must have) NQF 5 (Preferable) Team player.Bilingualism would be advantageous.Self-driven and able to work independently, within the Company policy framework.Cost to Company remuneration package, including:
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MTU4MzEwNzg3P3NvdXJjZT1ndW10cmVl&jid=1350620&xid=4158310787
Invalid date
View More
Back To SearchGumtree Safety Tips
1.Meet in a public space to see the item and exchange money.
2.Never send your item before receiving the money.
3.Never send or wire money to sellers or buyers.
Looking to Sell?
Whether you are selling your car, old cell phone or laptop, learn how much your item could be worth with our Gumtree Pricing Guide.