Passionate: Demonstrate genuine enthusiasm for the insurance industry. • Driven: Show a determined commitment license. Primary Responsibilities: As a Short-Term Insurance Broker specializing in new business development R350.00. • Identifying client needs and offering insurance coverage tailored to their specific requirements requirements. • Obtaining quotations from a range of insurance providers, including but not limited to Old Mutual discussions with clients to review and discuss insurance quotations. • Providing clients with accurate
Passionate: Demonstrate genuine enthusiasm for the insurance industry. • Driven: Show a determined commitment license. Primary Responsibilities: As a Short-Term Insurance Broker specializing in new business development R350.00. • Identifying client needs and offering insurance coverage tailored to their specific requirements requirements. • Obtaining quotations from a range of insurance providers, including but not limited to Old Mutual discussions with clients to review and discuss insurance quotations. • Providing clients with accurate
reports, trial balances and cashflow. reconcile the bank and statements. Maintain the financial health of tracked and submitted timeously manage and run bank recons and bank allocations processing payrol for the company
industry OEM's. Accountant- Core responsibility Release bank payments/beneficiaries Cashbook sign off FEC booking date BBEEE Affidavits, certified, Directors IS's Banking Details etc. Ensuring all Company details are up Coversions /Change of stationery year end roll over Dialy bank balances sent to Directors Adhoc Financial Control
when necessary, on the system, e.g.; loading new bank details, updating of driver's licenses and PRDP's
when necessary, on the system, e.g.; loading new bank details, updating of driver's licenses and PRDP's
financial planning, asset management, short-term insurance, tax, and estate planning to medical practitioners examinations, and all other documentation required for insurance underwriting. Continuously monitor and review requirements: NQF5, RE5, Class of Business Long Term Insurance (Non-negotiable) CFP candidates preferred Minimum
Analysis Manage credit control limits, terms, insured and uninsured values Monitor NT Accounts Monitor debtors and hand over accounts Oversee full Credit Insurance process including declaration Monitor collection
Managing Fleet capacity and fleet insurance- first line of contact with Insurance for end to end to end claims
Managing Fleet capacity and fleet insurance- first line of contact with Insurance for end to end to end claims