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
Insurance Sales Advisors are committed, driven, results oriented advisers who are able to work on their targets laid down by the client Insurance Sales Advisors (Short Term Insurance) advise primarily on motor motor and household domestic insurance. Responsibilities Source sufficient lead generating opportunities Reach accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics the Short-Term Insurance Industry Thorough understanding of the short-term insurance industry and products
company based in Cape Town is urgenlty seeking an Insurance Team Leader to join their team. Lead, mentor, and motivate a team of credit life insurance agents to achieve individual and team performance targets Finance, Insurance, or a related field. • Minimum of 4 years of experience in the insurance industry leadership role. • In-depth knowledge of credit life insurance products and processes RE qualification is beneficial
Leading organisation within the "investments / insurance and financial services industry" requires a half must have administration experience within the insurance industry. Qualifications and Experience 2-3 years administration experience in the financial services / insurance industry is required : Life cover and investments providing the required levels of client services to insurance clients. The PA is part of a regional team and for engagement between Financial Planner and insurance client. FICA and AML capture and checking on client
of monies due, focusing on resolving queries and claims
Approve new and adjusted credit limits on
/>Approve damage claims via the relevant sales account manager
Match good stock claims with SGX good
return credit notes
Confirm ad-hoc promotion claims with the relevant sales account manager
Complete
/>Complete credit note request forms for processing upon claim approval
Upload SGX sales and credit notes
required dates
Adhere to insurer reporting timelines for all insured accounts
Maintain papertrail
involved in supporting IT risk management and Third-Party Risk management activities to support the achievement assurance and approval process Facilitating Third Party Risk Management campaigns on platform Manage assessments Facilitate Awareness campaigns for the third-party risk management tool Build strong relationships Service line risk review meetings ISO forums Third Party Risk Assessment reviews Qualifications and Experience
involved in supporting IT risk management and Third-Party Risk management activities to support the achievement assurance and approval process Facilitating Third Party Risk Management campaigns on platform Manage assessments Facilitate Awareness campaigns for the third-party risk management tool Build strong relationships Service line risk review meetings ISO forums Third Party Risk Assessment reviews Qualifications and Experience
variations on site.
Kindly
description:
Notify builders and relevant parties of any program delays
Actively manage the
informing parties of any delays
Report urgent site issues to TOAC Directors
Manage the claim process
including verifying certificates and addressing claim queries
Oversee the technical design and implementation
variations on site.
Kindly