seeking a motivated and proactive Short-Term Insurance Paraplanner to join our team in Somerset West Helderberg area.
2 -Years of regulatory insurance would be beneficial.
Must have matric.
Must
products are backed by international production standards, as well as after-sales parts and services available manufacturers that adhere to their strict quality standards are their preferred suppliers, giving peace of to trial balance. Capturing of bank statements on Xero. Reconciling bank statements. Prepare customer invoices such as ordering stationery, IT, communications, insurance, vehicle licencing, training, supplier and customer
ensuring our client support remains above our set standard while managing and processing client queries. clients FICA documents
ensuring their client support remains above their set standard while managing and processing client queries. compliance status. Assist with support related to banking and other compliance-related queries. General administration regulatory requirements is a plus. Familiarity with banking procedures and documentation is beneficial. ATTRIBUTES:
credit note capturing Debt collections Bank capturing and bank reconciliation Customer invoicing Capturing
Business Analysis qualification ● Short term insurance sales, administration process and operations ● lines ● 3 years Business Analysis experience ● Insurance domain knowledge – CL, Claims, Finance, Experience
with financial institutions, external auditors, insurance and legal where required; Assist in preparation preparation and maintenance of budgets. Insurance administration and claims Cost saving initiatives Other ad hoc
Other ad hoc administration. Bank reconciliation. Monitor other companies bank reconciliation. Month end
Requirements: Matric Working experience in an insurance claims environments advantageous but not essential
payable and accounts receivable