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
focus in, such as Wealth portfolios, short term insurance, Financial, and other areas of our business. Duties: book appointments with doctors for the financial advisor's visit. Source leads from the different databases financial advisors and their teams. Book appointments in accordance with the financial advisor's diaries
financial planning, asset management, short-term insurance, tax, and estate planning to medical practitioners We are seeking suitably experienced financial advisors who are self-motivated, dynamic and who share 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
payments required Submission and Following up on all insurance Claims Assisting the finance team with other related