documentation on existing customer dealings and investigate compliance-related issues, or breaches
of 3 years experience in commercial short-term insurance
Strong understanding of short-term insurance or medical aid or life insurance or investments. Excellent communication
Strong understanding of short-term insurance or medical aid or life insurance or investments. Excellent communication
Detail variances & unresolved queries to be investigated Daily redeems of crates & pallets. Resolving
Detail variances & unresolved queries to be investigated Daily redeems of crates & pallets. Resolving
Collective Investment Schemes, and Short-term Insurance.
Their approach to personal financial planning
your role.
You will identify variances, investigate any discrepancies, and ensure all revenue queries queries are resolved promptly. Investigating stock variances and weekly/monthly reporting on stock counts
recommendations on cash management, investment choice, and insurance coverage. Carry out assessments to determine the products such as stocks, bonds, mutual funds, and insurance policies. Contact clients' creditors to arrange
recommendations on cash management, investment choice, and insurance coverage. Carry out assessments to determine the products such as stocks, bonds, mutual funds, and insurance policies. Contact clients' creditors to arrange