with Matric, RE5 and 2 years experience in Short Term insurance claims (full process), Fluent English & years experience in full claims function (short term insurance) Fluent English & Afrikaans Based in
high caliber candidates. Our clients are diverse Leaders in their respective Industries and Representatives highly experienced FINANCIAL ACCOUNTANT within the Insurance Sector. B.com degree (Financial accounting) or ensure that transactions are allocated accurately in terms of amounts, VAT, description and account. Financial supportive services. Leadership and Direction Supervise a team performing routine work. General Education B.com
Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals address concerns Give advices to clients about insurance coverage, investment planning, cash management Drivers License Laptop Network of clients The post Insurance/Wealth Planner appeared first on freerecruit.co
business through an existing client base from the short term division developed over the past 25 years.
insurance products.
Provide intermediary services between insurance companies and
Determine clients' expenses, level of income, insurance coverage, their financial objectives and goals address concerns Give advices to clients about insurance coverage, investment planning, cash management
prepped for ECBU •ECBU training •Train the ECBU team on all aspects of ECBU •Identify reporting needed process enhancements •Monthly one on ones with team •Team Player •Coach •Process Champion •Customer Champion •Capacity Creator •Relationship builder •Change Leader •Strategiser •Matric •RE5 – Essential/Must have (Bcom / BSc/ B. Proc) – Financial Planning/Life Insurance •Proficient in EXCEL and PowerPoint •8 Years
Determine clients' expenses, level of income, insurance coverage, their financial objectives and goals address concerns Give advices to clients about insurance coverage, investment planning, cash management
for support staff with Discovery experience in our team. See roles available below Paraplanners – Discovery industry related equivalent RE5 Class of business (Long Term and Investments) Quality Assessor – Discovery experienced industry related equivalent RE5 Class of business (Long Term and Investments) Junior Administrator – Discovery The ideal candidate for this role is organised in terms of their workload planning and priorities. They industry related equivalent RE5 Class of business (Long Term and Investments) Market realated
searching for an Operations Assistant to join their team in Bryanston.
Job Specifications
Operations practice works with clients across the Insurance sector and other industries both National and
when required to ensure that issues encountered by team members are resolved efficiently. Oversees the quality
role-players managing and prioritizing own workload and team's workload to maintain service standards and high-quality
Insurance company
Rosebank
The Company
A non-life and life insurance licenses. We provide our business partners and insurance clients with the risk and benefits related to their individual insurance business.
The Role
The requirements
Legal degree as recognised in terms of FAIS.
Admitted attorney of the High Court African insurance industry.
Strong knowledge of the Financial Services Industry, Insurance legislation