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
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
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
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
daily tasks according to priorities and plans, adjusting as necessary due to weather, supply delivery,
for payment Investigating and preparing stock adjustments Preparation of SABS 62 & SABS 719 Price Lists
payment
focus in, such as Wealth portfolios, short term insurance, Financial, and other areas of our business. Duties: