detailed analysis of their current income, expenses, insurance coverage, financial objectives, risk tolerance such as budgeting, credit and debt management, insurance, saving and investing, education planning and
If you have and RE 5 and insurance certifications and have dealt with Commercial Claims, we would like administer mandated claims Act as intermediary between insurer and client and timeously relay communication, requests requests and documentation Engage with insurers regarding recoveries, diarise follow-ups and keep clients
financial services company is recruiting for a Insurance Administrator / PA to join their team. Requirements:
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 and company policies. • Identify training needs and organise training sessions for team members to enhance 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
If you have and RE 5 and insurance certifications and have dealt with Commercial Claims, we would like administer mandated claims Act as intermediary between insurer and client and timeously relay communication, requests requests and documentation Engage with insurers regarding recoveries, diarise follow-ups and keep clients
candidate will deliver personalized long term insurance solutions, to help clients work toward their long-term matters and provide recommendations on long term insurance products Promote business to increase customer certifications Strong understanding of the long term insurance space Excellent sales skills Must have current
Welcome to The Next Generation of Insurance & Wealth Creation Professionals. With over 100 years' tailored Financial Plans covering investments, insurance, and retirement planning to help our clients create Successful candidates will receive extensive training including initial and advanced learning programs certain criteria Full mentorship program Extensive training and development Great recognition Great culture proposal to clients (Longterm insurance, investments, short term insurance and fiduciary services) Flexibility
To provide and implement advice in respect of insurance needs and solutions to the company clients in years' experience as a Broker Consultant / Life Insurance Agent, etc. Ability to function at a strategic experience requirements in respect of long-term insurance products. Must not have been declared insolvent relevant class of business and product specific training. FAIS compliant (continuous professional development) development). Completed supervision for long-term insurance categories. Fully computer literate, xPlan experience
To provide and implement advice in respect of insurance needs and solutions to the company clients in years' experience as a Broker Consultant / Life Insurance Agent, etc. Ability to function at a strategic experience requirements in respect of long-term insurance products. Must not have been declared insolvent relevant class of business and product specific training. FAIS compliant (continuous professional development) development). Completed supervision for long-term insurance categories. Fully computer literate, xPlan experience
Required for - Personal / Domestic Insurance NQF 4 Short Term Insurance and RE 5 is a Must to be considered administer mandated claims Act as intermediary between insurer and client and timeously relay communication, requests requests and documentation Engage with insurers regarding recoveries, diarise follow-ups and keep clients clients informed NQF 4 Short Term Insurance and RE 5 is a Must to be considered Matric 2 - 3 years Domestic