administration experience in the financial services / insurance industry is required : Life cover and investments
insurance clients.
The PA is part of a regional
for engagement between Financial Planner and insurance client.
FICA and AML capture and checking
/>Administration relating to client transfer and new insurance business transactions.
Submission of intermediary
to the lodgment rules.
Submission of new insurance business application(s), together with supporting
Broker Consultant or Life Insurance Agent / Financial Advisor etc.
Life insurance experience is essential
partners) and Business Assurance
Short-term insurance experience is an advantage
Appropriate tertiary
experience requirements in respect of long-term insurance products
Must not have been declared insolvent
development)
Completed supervision for long-term insurance categories
Fully computer literate, xPlan
/>To provide and implement advice in respect of insurance needs and solutions to clients in conjunction
the forefront of analyzing and assessing life insurance products, crucial for maintaining financial stability
thorough valuations and projections for life insurance products.
Analyzing data to identify risks
or equivalent).
Prior experience in life insurance valuations or related actuarial work.
Strong
/>
This concern dominating in the insurance space is on the lookout for a tech savvy individual
to have a keen interest in working within the insurance/finance space
This role is
complex business processes
/>
This concern dominating in the insurance space is on the lookout for a tech savvy individual
to have a keen interest in working within the insurance/finance space
This role is
accounting understanding
business partner to the delivery team and the insurance team
Supports the co-ordination and preparation
Continuous improvement of Delivery Team and insurance reporting, automation of reporting and
building
management and
tracking
? Maintaining insurance register
? Managing junior staff
finance business partner to the delivery team and insurance team
? Supports the co-ordination and preparation
Continuous improvement of Delivery Team and insurance reporting, automation of reporting and
building
management and
tracking
? Maintaining insurance register
? Managing junior staff
required dates
Adhere to insurer reporting timelines for all insured accounts
Maintain papertrail
management certifications are a plus) Experience in Insurance/BFSI domain will be given strong preference Experience management certifications are a plus) Experience in Insurance/BFSI domain will be given strong preference Experience
management certifications are a plus) Experience in Insurance/BFSI domain will be given strong preference Experience management certifications are a plus) Experience in Insurance/BFSI domain will be given strong preference Experience