is seeking a Virtual / Roaming Finance & Insurance Manager who will predominantly sit in Bryanston North (Centurion, Florida, East Rand) Finance and Insurance duties Arranging finance for customers who want Retail Insurance Qualification - NQF 4 NCA Card Updated DOFA date Class of Business - short term, long long term, commercial lines CPD to be up to date and all cycles completed as per your Date of First Registration
is seeking a Virtual / Roaming Finance & Insurance Manager who will predominantly sit in Bryanston North (Centurion, Florida, East Rand) Finance and Insurance duties Arranging finance for customers who want Retail Insurance Qualification - NQF 4 NCA Card Updated DOFA date Class of Business - short term, long long term, commercial lines CPD to be up to date and all cycles completed as per your Date of First Registration
and costs with client/families/beneficiaries and Brokers. Ensure the quality of onboarding is in line with business durations. Ensure that beneficiaries and Brokers are communicated with and kept well informed during discussion with beneficiaries and Broker, terms letter sent and follow up if terms letter expires. Actively driving driving cash shortfalls and putting beneficiaries on terms where necessary. Following up on requirements outstanding
and costs with client/families/beneficiaries and Brokers. Ensure the quality of onboarding is in line with business durations. Ensure that beneficiaries and Brokers are communicated with and kept well informed during discussion with beneficiaries and Broker, terms letter sent and follow up if terms letter expires. Actively driving driving cash shortfalls and putting beneficiaries on terms where necessary. Following up on requirements outstanding
(5) years' working experience within the Insurance industry.
use their knowledge and expertise to construct personalized financial plans that aim to achieve the financial not only investments but also savings, budget, insurance, and tax strategies. Advisors further check in situation A discussion and understanding of your long term, financial goals The development of a plan including Estate management Risk management Debt structure Insurance Complex life issues. This includes your family understand the personal circumstances and look at everything: every bank statement, tax return, insurance policy
use their knowledge and expertise to construct personalized financial plans that aim to achieve the financial not only investments but also savings, budget, insurance, and tax strategies. Advisors further check in situation A discussion and understanding of your long term, financial goals The development of a plan including Estate management Risk management Debt structure Insurance Complex life issues. This includes your family understand the personal circumstances and look at everything: every bank statement, tax return, insurance policy
Your:
Your Matric, NQF 5 in Short-Term insurance, Regulatory Exam Level 1, A minimum of three years relevant per company standards
opportunity exists for a Credit Controller Fixed Term Contract at Financial Shared Services Division in the full credit control function. Managing the Insurance requirements for Customers in the relevant portfolio debtors' accounts – on time (in line with Trading Terms) Journals for discounts and rebates Reconciliations working relationship Query resolution – Claims etc Insurance Management within mandate Order Release within SAP (Accounts Receivable) Dealing with Credit Insurance an advantage Credit Vetting experience an advantage