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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
3h
1
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Responsible for selling non-COID solutions to the top 50 class clients while building and maintaining relationships with them.
Key Performance Areas:
Manage business intelligence and business generated leads in a professional and timely manner.Customer Service and Relationship ManagementLead analysis initiatives and service improvement reviews across all clients.Build strong relationships with clients from initial call strategy gaining their trust and respect.Attend prospect premises to undertake surveys and progress sale.Prepare periodic sales pipeline reports showing sales volume and potential salesRevenue generation through selling of non-COID and other products to mining and metal clients.Follow up on sales opportunities for clientsMitigate controllable Risks through Quality, due diligence, and disclosures.
Qualifications and Experience:
NQF 6 National Diploma in an FSB recognized qualificationCertified Financial Planner is AdvantageousRE5 (Representatives) non-negotiable and RE1 (Key Individual) advantageousFAIS accreditedAt least 5 years proven sales experience at senior levelAbility to interact at a C suite levelKnowledge of business policies, processes and procedures, legal complianceHighly developed, demonstrated Sales SkillsProven track record of sales experience in a Business-to-Business employee benefit product environmentAppropriate experience in a customer facing environmentExperienced in identifying potential client’s teams about potential marketsAppropriate experience in a customer facing environmentExperienced in identifying potential client’s teams about potential marketsDemonstrated ability to increase productivity and continuously improve methods, approaches, and departmental contributionDemonstrated effectiveness in holding conversations with customers, customer evangelism, and customer-focused product development and outreachDemonstrated ability to see the big picture and provide useful advice and inputCompetitive in their approach to businessExperienced in identifying potential client’s teams about potential markets, desirable product features, go-to-market best practices, and measuring the success of outreach and product salesComfortable and able to act with authorityTakes full accountability for performance and developmentCommitment to continuous learning.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS81NzAwOTQ3MTk/c291cmNlPWd1bXRyZWU=&jid=1305106&xid=570094719
3h
1
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To facilitate the development, administration and evaluation of strategies, resources and programs that will ensure the organisation has engaged, effective leaders who drive positive business outcomes and support their employees’ development.
Minimum Requirements:
NQF Level 8: Honours Degree in business, human resources, education, psychology, or related field.Masters/PhD in related discipline: Instructional Design, Education, Organizational Psychology, Business, etc. (Advantageous)Certifications and/or experience delivering professional development courses (e.g., Situational Leadership, DiSC, Strengths Finders) and familiarity with diagnostic-driven learning courses.7 - 10 years of experience in people-development program design and management with increasing levels of responsibility and scope.Minimum of 5 years of experience focused specifically on leadership/organisational development for an organization.Experience in program and project management.Background education design and delivery, focusing on adult learning and content; instructional designUnderstanding of adult learning theory with a grasp of instructional design techniques.Experience in leadership, executive and corporate education.Experience designing leadership learning programs internally from the ground-up.Experience engaging and building relationships with 3rd party vendors.Experience facilitating workshops and programs (in-person and virtual) for audiences ranging from new/early career leaders through senior executives.
Competencies:
Strong diplomacy skills with the ability to build meaningful relationships with all levels of leadership and vendors.Ability to adjust communication style appropriately to the audience.Ability to implement creative learning solutions.Understanding of leadership development approaches, adult learning and leadership theories, and phases of the learning experience design lifecycle.Demonstrated ability to be a big picture thinker, strategist, and long-term planner.Strong business partnering skills.Ability to coach others.Able to maintain discretion and integrity of confidential information.Resourceful and able to work independently with initiative.Ability to focus on varied projects simultaneously.Ability to influence and guide processes with appropriate approach and execution.Proficiency and interest in applying new technologies and tools.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MzQwMDY1MTg/c291cmNlPWd1bXRyZWU=&jid=1308374&xid=434006518
3h
1
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Rand Mutual Assurance invites applicants to apply for the 2023 Internship Programme based in Parktown Johannesburg. The duration of this Internship programme is 12 months and will commence in January 2023.
We are currently looking to fill 6 Internships below:
CCA Internship
Qualifications and Experience required
National Senior CertificateBSc in Occupational Therapy/PhysiotherapyMust be unemployed.Must be a South African citizen
Rehab Internship
Qualifications and Experience required
National Senior CertificateSocial Work DegreeMust be unemployed.Must be a South African citizen
Quality Assurance Internship
Qualifications and Experience required
National Senior CertificateBSc Industrial EngineeringNational Diploma: Industrial EngineeringMust be unemployed.Must be a South African citizen
Regulatory and Reporting Internship
Qualifications and Experience required
National Senior CertificateAccounting DegreeMust be unemployed.Must be a South African citizen
Data and Analytics Internship
Qualifications and Experience required
National Senior Certificate.Mathematics/Applied Mathematics/Stats/Any mathematical science-related degree.Must be unemployed.Must be a South African citizen.
Life Valuations Internship
Qualifications and Experience required
National Senior Certificate.Actuarial Science.Must be unemployed.Must be a South African citizen.
Knowledge, Skills, and Competencies required
Applied LearningBuilding Customer LoyaltyContributing to Team SuccessManaging Work (Includes Time Management)Initiating ActionStress ToleranceWilling to learnProject-wide perspectiveTeam player
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMjY5NzEyMDMxP3NvdXJjZT1ndW10cmVl&jid=1345342&xid=1269712031
3h
1
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Responsible for implementing customer retention programmes and initiatives to increase loyalty and retain business.
Duties:
Ensure sales targets that measure outputs and outcomes that relate to customer experience are met.Enforce retention process end to end as per Standard Operating Procedures.Ensure proper capacity planning (Work Force Management) for the Retentions team to deliver on the KPAs.Submit weekly and monthly retention reporting as and when needed.Drive up-selling to existing for purpose of business growth and sustainability.Offer downgrade of products to retain customers.Liaise with collections team to ensure the resolution of queries on VAPS for successful payment of premiums.Ensure that daily debits have run.Build positive working relationships with customers for repeat businesses.Effectively manage complex retention queries.Ensure payment schedules go out to the various brokers/schemes.Contribute to the development of new strategies for customer retention activities.Gather information from existing customers about customer service and customer complaints.Develop retention campaigns and initiatives based on customer feedback, to drive customer retention.Manage and influence Lapse ratio reduction.Manage the day-to-day activities of the Retentions Agents, including scheduling and the evaluation of work for adherence to standards and ways of work.Perform customer negotiations to renew contracts and retain business and reach a fair conclusion from both business and customer perspective.Work with the Sales team in implementing sales promotion activities.Deliver product presentations and demonstrations to customers.
Qualifications and Experience:
NQF Level 7: Bachelors degree in Sales, Customer Service, or related field / National DiplomaRE5.5 - 7 years retentions/ collections within insurance industry (Essential).2 - 3 years Sales experience (Essential).Ability to liaise effectively with stakeholders on all levelsAbility to multitask.Experience in sales, customer retention or customer service, ideally with up-selling and cross-selling within in the insurance sector.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNzY3NTM0NTE1P3NvdXJjZT1ndW10cmVl&jid=1305812&xid=2767534515
4h
1
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We are looking for an IT Intern with a minimum of Bachelor’s degree in Computer Science or Bachelor of Information Technology and with a higher pass marks for my client who is based in Parktown.
Requirements
Matric (from 65% average)Bachelor’s degree in Computer Science or Bachelor of Information Technology from a reputable University.
Knowledge, Skills, and Competencies required:
Applied LearningBuilding Customer LoyaltyContributing to Team SuccessManaging Work (Includes Time Management)Initiating ActionStress ToleranceWilling to learnProject wide perspectiveTeam player
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNTc0MjcwNDc5P3NvdXJjZT1ndW10cmVl&jid=1411202&xid=2574270479
4h
1
SavedSave
Identify fraud trends and continuously develop process improvements and mitigation controls to support the Group Business. Proactively engage with key stakeholders both internally and externally to gather intelligence and create and develop relationships with key organisations.
Responsibilities of the Role:
Successfully lead a team of Investigation Officers by providing quality regulatory technical expertise, case direction and excellent operational management to ensure assurance procedures, file and document reviews etc.Maintains an overview of all cases within the team to provide expert technical guidance and case direction and ensure the work is always of high quality and that there is a consistent, timely approach taken with each case.Responsible and accountable for high-quality and timely case progression within the team.Provides regular case updates/reviews to senior managers and key stakeholders, especially in relation to high profile and sensitive matters.Positively and proactively contributes as part of the Investigation leadership team in implementing changes and improvements as appropriate.Ensure that reports and documentation are produced to the highest standards, which will stand up to the scrutiny of the Section 91 Tribunal and Courts - supporting and coaching Investigation Officers as required.Effectively manage and motivates the team/individuals by providing clear communication, robustly managing performance/providing timely constructive feedback (regular reviews) and supporting/coaching individuals to improve and fully engage in their own development and learning.Work collaboratively across the organization and demonstrate a positive and proactive approach to achieving organisational objectives, including providing expertise and taking responsibility for leading on projects and priorities.Investigations are outcomes-focussed, timely and a risk-based approach is developed and executed for each investigationInterpret policy and decisions to stakeholders for effective communicationRepresent the company at various forums and interact with other stakeholdersIdentify and report falsified claims to the Legal Operations for recovery purposesIdentify fraud trends by analysing data and industry alertsIdentify suspicious activity and work with appropriate teams to investigate and thwart the activityProvide statistical data on losses on a regular basisDevelop processes and procedures to prevent or minimise claims fraud lossesEnsure Service Level Agreement and turnaround times of external serviceproviders and internal investigators are adhered to Identify key risk indicators and establish mitigating controlsEnsure that expenditure is incurred within the limits of the sanctioned budgetEnsure that new r...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yOTYyMDc0MzMxP3NvdXJjZT1ndW10cmVl&jid=1422200&xid=2962074331
4h
1
SavedSave
Qualifications and Experience required
People living with disabilities are encouraged to apply.National Senior CertificateProcess Engineering Diploma.Lean Six Sigma certificate.Must be unemployed.Must be a South African citizen
Knowledge, Skills, and Competencies required
Applied LearningBuilding Customer LoyaltyContributing to Team SuccessManaging Work (Includes Time Management)Initiating ActionStress ToleranceWilling to learnProject-wide perspectiveTeam player
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMDkyNTQ1ODg4P3NvdXJjZT1ndW10cmVl&jid=1370721&xid=3092545888
4h
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
4h
1
SavedSave
You will be responsible for applying data analytics techniques such as mining, generation, and visualisation, to deliver unparalleled Big Data support and service to the business. Responsible for transforming data into readable, goal-driven reports for continued innovation and growth.
KEY PERFORMANCE AREAS
Data Management:
Determine the most reliable source for dataDevelop and maintain databases by acquiring data from primary and secondary sources, and build scripts that will make our data evaluation process more flexible or scalable across data setsAssist in the classification, collection, cleaning, loading, analysis, presentation, and reporting of data according to the organization’s definition: Sensitive (high risk) and Public (low risk)Maintain complete, accurate, valid, and timely dataContinuously ensure accuracy, integrity, and quality of data (access control, backup, etc.) by developing and implementing programs for data quality improvementExtract data from the systems and conduct a thorough analysis on the information retrievedDevelop, implement, and maintain leading-edge analytic systems, taking complicated problems and building simple data frameworksIdentify trends and opportunities for growth through analysis of complex data setsIdentify data entities and data sources that comprise enterprise dataEvaluate organizational methods and provide source-to-target mappings and information-model specification documents for data setsUpdate and maintain the documentation of each data element policy, data source, data provenance, data element business name, and data element definition on an ongoing basisResolve issues with regards to standard definitions for data elements that cross business boundariesResolve conflicts in the definition of centrally used data attributesEvaluate internal systems for efficiency, problems, and inaccuracies, developing and maintaining protocols for handling, processing, and cleaning dataDefine and implement data acquisition and integration logic, selecting appropriate combination of methods and tools within defined technology stack to ensure optimal scalability and performance of the solution
Monitor adherence to data related compliance frameworks, policies and procedures
Monitor compliance with Enterprise data Governance PolicyMonitor and update procedures that satisfy specified information security requirements, including legal and statutory compliance obligations with the Financial Services Board, Promotion of Access to Information Act (PAIA), Protection of Personal Information Act (POPIA) and Electronic Communications and Transactions Act (ECTA)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMzY5ODgwNTIxP3NvdXJjZT1ndW10cmVl&jid=1417678&xid=3369880521
4h
1
SavedSave
Qualifications and Experience required:
National Senior CertificateA National Diploma or Degree in Legal/ Risk management/ Compliance management/ Insurance/ General Business Management.Must be unemployed with no work experienceMust be a South African citizen
Knowledge, Skills, and Competencies required
Applied LearningBuilding Customer LoyaltyContributing to Team SuccessManaging Work (Includes Time Management)Initiating ActionStress ToleranceWilling to learnProject-wide perspectiveTeam player
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zODA1MTk1Mzk4P3NvdXJjZT1ndW10cmVl&jid=1370722&xid=3805195398
4h
1
SavedSave
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 environmentSupply information to the (internal and external) customersRecord and calculate commission payableOnboarding of new businessEnsuring that the compliance and process checks are being done at onboarding stage.Ensuring that the communication feedback loop is adhered toEnsuring that supporting documentation is timeously uploaded and storedAdhering to SLA for all processesProvide weekly stats and reports to TL or as and when neededEnsuring that SOP is followed to remain complaintManage 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:
MatricNQF Level 5 or Diploma in Business Management3 years sales administrative support experienceMinimum of 1 years’ experience in similar support roleAdvanced Computer literate - MS OfficeAbility to work under pressureAttention to detail and accuracyVerbal and written communication skillsProfessional personal presentationCustomer service orientationInformation managementOrganising and planningCoordinating meetingsHighly Numeracy level
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNzIxMTUzNzgwP3NvdXJjZT1ndW10cmVl&jid=1422201&xid=3721153780
4h
1
SavedSave
My Insurance Broker in Fourways is looking for an HCV Commercial Underwriter
Must have:
MatricFull FAIS qualificationsRE 5DOFA5+ Years experience within Commercial Underwriting HCV in a Broker or big insurer. Reside in or around Fourways.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMzcxMTY5MDE4P3NvdXJjZT1ndW10cmVl&jid=1316445&xid=3371169018
4h
1
SavedSave
Qualifications and Experience required
National Senior CertificateBSc in Occupational Therapy/PhysiotherapyMust be unemployed.Must be a South African citizen
Knowledge, Skills, and Competencies required
Applied LearningBuilding Customer LoyaltyContributing to Team SuccessManaging Work (Includes Time Management)Initiating ActionStress ToleranceWilling to learnProject-wide perspectiveTeam player
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNTk3NjYwODAzP3NvdXJjZT1ndW10cmVl&jid=1370720&xid=1597660803
4h
1
SavedSave
My Broker client in the North of Johannesburg is looking for a Commercial Underwriter.
Must have
Matric10 + years Underwriting Commercial exp in broker or big insurance companyFull FaisRE 5Stable work history (essential)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xOTE2ODA4MTgyP3NvdXJjZT1ndW10cmVl&jid=1266504&xid=1916808182
4h
1
SavedSave
Responsible for creating, implementing, and analysing retention campaigns across all channels and at all stages of the customer lifecycle to retain customers and maximise customer lifetime value.
Key Performance Areas:
Contribute to the development of new business with either existing or new clientsProvide Monthly statistics to the GM: Life Operations (cancellations, lapse ratios, persistency ratios, etc.).Coordinate teams of Client Service Advisors (where applicable) to ensure client service standards are metActs as a support to Sales and distribution and Partnership departments on the more complex accountsEnhance relationships with current and prospective clients by leveraging the credibility gained through knowledge and performance of client’s business environments and requirementsProactively identify and manage potential problems/escalations within client base with appropriate resolution plans.Management of direct and indirect reportsSet clearly defined objectives for each team member, lead and assist them in achieving these objectives; employ, retain, develop, integrate, motivate, remunerate and assign people to appropriate tasks, conduct performance management and ensure teamworkResponsible for the development and implementation of a retention’s strategyEnsure alignment of Group strategy and fulfilment of the business unit’s tasks, while ensuring maximum productivity and efficiencySpeak to clients regarding issues that are brought to the Ombudsman’s officeAct as the link between other departments, and Retentions and continuously liaise with internal stakeholders to ensure alignment and support to enable delivering of solutions and manage riskSeek and continuously develop knowledge of our client business to build an understanding of their needsBe a trusted advisor to all clients through consultative engagements and adding value throughout the supply chainSchedule monthly meetings with existing client base, reporting on SLA’s, challenges, successes, threats, opportunitiesResponsible for maintaining and improving client satisfaction, retention, revenue and profitabilityResponsible for compliant dealings with clientsCarry out the performance management (KPI) process to rate each employee’s performance and providing feedback to employees of their strengths and development areas on a monthly basisEnsure that new consultants joining the team are trained and refreshed on products, scripts, and systems as and when neededCoach and guide bottom performers when the need arisesReactivate valuable inactive accountsImplement automated, multichannel CRM flows across all customer lifecycle stagesCreate effective communication (email, SMS, push etc) using industry best practice...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xODY0NDk5NDU5P3NvdXJjZT1ndW10cmVl&jid=1305813&xid=1864499459
4h
1
SavedSave
You will build a client base through identifying potential clients, presenting them with suitable product proposals and confirming policy sales. You must build relationships with clients to ensure retention of business and facilitate new business. You will have extensive knowledge of products and providers. You will be responsible for complete and accurate administration related to all policies and clients.
Minimum Requirements:
MatricShort Term Insurance QualificationRE Product-specific trainingCompleted Class of Business - CommercialCPD Hours in the current Cycle5 years in Insurance 3 years as Account Executive
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS82MDkzNDk1MzY/c291cmNlPWd1bXRyZWU=&jid=1253897&xid=609349536
4h
1
SavedSave
You must have at least 7 years of Short Term Insurance Claims & Underwriting Experience in Commercial Lines
Matriculation certificateRE5NQF 4CPD Points up to dateInsurance qualification (preferred) – 120 credits higher certificate or equivalentTeam PlayerSelf-driven and able to start working independently in the near future with the company policy framework
Duties:
Understand a client’s needs from the scenario givenUnderstand when more information is required in order to process the claimAddress all claims within the agreed turnaround times as per the procedure manual/service agreementsWork with the Broker/Account Executive to understand progress on the claim and any issues/delaysEnsure that audit requirements as per insurer binders and/or intermediary arrangements are met before approving the claim paymentMeet with the Broker/Account Executive on a regular basis to discuss claims on the portfolioRegister the claim on the system and ensure all documents are saved correctlyEnsure documents are always in order and system/estimates input is updated and correctAdvise underwriters when there are amendments to be made on a policyEnsure compliance to all processes, policies and procedures and identify areas for improvementTake responsibility for managing own time and delivery
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMzkzMDgwMjU2P3NvdXJjZT1ndW10cmVl&jid=1169476&xid=1393080256
4h
1
SavedSave
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
4h
1
SavedSave
Ready to Elevate the Insurance Game? Join our client as a Business Partner!
Were seeking a dynamic and forward-thinking Business Partner to be the driving force behind our clients insurance revolution..
Developing and implementing a cutting-edge business strategy. Building and nurturing strong partnerships within the insurance ecosystem. Identifying emerging market trends and seizing new opportunities. Collaborating with cross-functional teams to drive growth. Innovating insurance products and services to meet evolving customer needs. Ensuring compliance, ethics, and a customer-centric approach.
Requirements:
Extensive experience in the insurance industry, with a strong track record of success.Stable track record Must have commercial sales for at least 5years RE ,150 FAIS credits in short term insurance Exceptional interpersonal and negotiation skills. Leadership acumen with the ability to inspire and lead teams. A deep understanding of insurance regulations and compliance.Global mindset, with the ability to navigate diverse markets. Passion for innovation and a customer-first mentality.
Join us on this exhilarating journey, and together, well craft a future where insurance is not just a safety net but a source of empowerment!
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xODI2Nzc4MTc4P3NvdXJjZT1ndW10cmVl&jid=1756137&xid=1826778178
4h
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