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
actively follow up and resolve any disputed items and claims Timeous preparation and submission of creditors' reconciliations at month end, ensuring discount is claimed where applicable Forward remittance advices and required Submission and Following up on all insurance Claims Assisting the finance team with other related
Reconciliations Analysis of stockholding and adjustments Review of Clearing Accounts weekly/monthly Review 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
capacity and fleet insurance- first line of contact with Insurance for end to end to end claims handling/management;
capacity and fleet insurance- first line of contact with Insurance for end to end to end claims handling/management;
Assess and analyze variations and claims Prepare and submit progress claims, valuations, and final accounts
Assess and analyze variations and claims Prepare and submit progress claims, valuations, and final accounts
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
daily tasks according to priorities and plans, adjusting as necessary due to weather, supply delivery,