OUTPUTS: •Conserve Policies •Conserve policies one month in arrears •Conserve policies two month in arrears •Conserve policies three month in arrears •Reconstruct policies at clients request •RAR conserved •Coach •Quality Assure policies conserved •Quality Assure Calls •Quality A
assessing policies for clients who qualify for extra cover, calculate premiums for ECBU policies, send to): • Assess client policies that qualify for Extra Cover. • Assess qualifying criteria and calculate internal and external customers. • Evaluate and Extra Cover risk from new and existing business. • Decline ie Life cover, Permanent Disability cover, Temp Income Cover and Critical Illness • Sound Business and
assessing policies for clients who qualify for extra cover, calculate premiums for ECBU policies, send to): • Assess client policies that qualify for Extra Cover. • Assess qualifying criteria and calculate internal and external customers. • Evaluate and Extra Cover risk from new and existing business. • Decline ie Life cover, Permanent Disability cover, Temp Income Cover and Critical Illness • Sound Business and
full set of accounts up to trial balance level (income statement and balance sheet); Preparation of management management accounts; Analysis of actuals as per the income statement against budgets and providing reasons submission; Assisting with queries from SARS regarding income tax and VAT; Processing of all payroll journals reconciliation between actual payroll as per the income statement and 12-month report received from HR
depending upon experience. Pension and medical aid are extra benefits. There is also a commission structure paid
depending upon experience. Pension and medical aid are extra benefits. There is also a commission structure paid
report • Ensure all balance sheet, Payroll and Income Statement recons are accurate and done on time staff and review performance • Ensure all regional income statements are accurate, and distributed on time managers • Responsible for all balance sheet and income statement recons • Assist in the preparation of
Provide support to the sales department Answering incoming calls Answering phone calls Answering questions
Provide support to the sales department Answering incoming calls Answering phone calls Answering questions
IT3a's. All statutory registrations. Vat audits, income tax audits, objections, review and understand assessments