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
Book in transfers from other branches as well as extra stock received from suppliers. Transfer stock to stock counting / inventory accuracy checks Ensure incoming product is receipted and managed appropriately
Book in transfers from other branches as well as extra stock received from suppliers. Transfer stock to stock counting / inventory accuracy checks Ensure incoming product is receipted and managed appropriately
sales administration, quotes, and managing the incoming lead process generated from events and the company sales administration, quotes, and managing the incoming lead process generated from events and the company sales administration, quotes, and managing the incoming lead process generated from events and the company
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
or Female age Must have experience in preparing Income Tax returns and dealing with SARS. Experience in com Ref: JnrTaxAdmin/BP Experience in preparing Income Tax returns and dealing with Sars. Experiene in
Preparation of financial reports and summaries ie: income statement, balance sheet, earnings and expenses Preparation of financial reports and summaries ie: income statement, balance sheet, earnings and expenses Preparation of financial reports and summaries ie: income statement, balance sheet, earnings and expenses