Excel, outlook, and PowerPoint} Knowledge of accounting software (Syspro would be an advantage) Excellent for any queries on accounts. Sound decision making in order to assess when account should be put on hold cards and EFT payments. Reconciliation of cash account in order to ensure none are long outstanding. Adequate
between insurance companies and their designated accounts. The Commercial Lines Underwriter will manage manager, marketing staff and insurers on strategic account issues and potential problems.
Daily coverage questions
compliance and Client safety standards.
assessment. Management Accounts: Collect and review monthly management accounts of investee companies organizational skills. Qualifications: Chartered Accountant (CA) (SA), Chartered Financial Analyst (CFA)
with the company. The goal is to keep clients or accounts as long as possible. The successful incumbent finding new business, be assigned prospects, given accounts, or a combination thereof. Tasks may involve project
necessary. Account Management: Maintain accurate and up-to-date records of debtor accounts, including history, and correspondence details. Analyze debtor accounts to assess payment patterns, identify potential
necessary. Account Management: Maintain accurate and up-to-date records of debtor accounts, including history, and correspondence details. Analyze debtor accounts to assess payment patterns, identify potential
presentations. Area and market penetration. Query and account resolution. Achieve sales and operational targets Monthly stock takes at Service Centres. Demo account conversion and administration. Maintenance of Dealer
presentations. Area and market penetration. Query and account resolution. Achieve sales and operational targets Monthly stock takes at Service Centres. Demo account conversion and administration. Maintenance of Dealer
necessary • Account management: - Maintain accurate and up-to-date records of debtor accounts, including history, and correspondence details - Analyse debtor accounts to assess payment patterns, identify potential necessary • Account management: - Maintain accurate and up-to-date records of debtor accounts, including history, and correspondence details - Analyse debtor accounts to assess payment patterns, identify potential