THE JOB To accurately check, verify and update customers on an ongoing basis in terms of regulations taking procedures. To provide excellent service to Branches and Customers. MAIN FUNCTIONS OF THE JOB Ongoing FICA documentation on existing customers dealings. To ensure customers details are accurate and up to concluded. To assist Branches with ODD Queries. Administration Address/assist Branch FICA queries. Attends
To accurately check, verify and update customers on an ongoing basis in terms of regulations taking procedures. To provide excellent service to Branches and Customers.
Insurance Manager to join the team at our Dome branch in Randburg Main Purpose of this job: To professionally done by a suitably qualified and appointed representative. Take over the financial aspects of commercial administrative skills with attention to detail Customer service driven with a focus on building positive relationships
Insurance Manager to join the team at our Dome branch in Randburg Main Purpose of this job: To professionally done by a suitably qualified and appointed representative. Take over the financial aspects of commercial administrative skills with attention to detail Customer service driven with a focus on building positive relationships
Management Check & forward Monthly statements to customers Follow up on queries Monitoring debtors balances Prepare weekly debtors report for review with the branch manager & follow up outstandings Creditors on leave Monthly/Quarterly /Year end Compiling branch sustainability data-electricity usage/ carbon footprint to be signed off by branch managers. Complete month-end branch report Assist branch manager with Budgets Maintaining prudent accounting controls over the branch income and expenditure Strict adherence to the
Obtaining quotes and invoices, purchasing goods or services that meet the company requirements. Prepare payments Maintain supplier relations and ensure operational branches are supported and always equipped. Compile spend are required. Source or locate vendors, goods/services per region, and obtain required company documents vendor Update preferred vendor listings for all branches. Obtain quotes/invoices for requested items or Communicate/email correspondence with vendors and internal customers regarding requests and queries. Ensure month end
relations and a good understanding of the financial services industry, this could be an exciting opportunity Providing exceptional and professional client service to ensure all processes are followed timeously responding. Referring leads to the Company sales representatives that are generated when engaging with members outstanding contact information of members. Customer service and support during the counselling process literacy above 80% 1 Year experience in financial services or Provident fund administration Proficient in
relations and a good understanding of the financial services industry, this could be an exciting opportunity Providing exceptional and professional client service to ensure all processes are followed timeously responding. Referring leads to the Company sales representatives that are generated when engaging with members outstanding contact information of members. Customer service and support during the counselling process literacy above 80% 1 Year experience in financial services or Provident fund administration Proficient in
transactions
Allocate sundry creditors to correct branch code and GL codes ensuring accurate financial recording
Shared service exposure (advantageous)
Qu
experience to support decision making related to services provided across the business unit. Requirements: to ensure accurate reporting across value added services Prepare month end Supplier and Business reports Identify improvement areas and provide value to the Branch and Supplier operations Skills and Competencies: with all levels of colleagues and with external customers in a team orientated manner Must be collaborative