Passionate: Demonstrate genuine enthusiasm for the insurance industry. • Driven: Show a determined commitment level 4 or 5 qualification with a minimum of 120 credits. • Class of business certificates for both personal 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
Passionate: Demonstrate genuine enthusiasm for the insurance industry. • Driven: Show a determined commitment level 4 or 5 qualification with a minimum of 120 credits. • Class of business certificates for both personal 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
Clearing Accounts weekly/monthly Review and analyse Credit Notes and Delivery Notes Journal Entries Review of the Accounts Department Meeting of deadlines Credit Control and Risk Management Understanding of the CGIC Oversee full Credit Management function Manage the Debtors Age Analysis Manage credit control limits limits, terms, insured and uninsured values Monitor NT Accounts Monitor default debtors and hand over accounts accounts Oversee full Credit Insurance process including declaration Monitor collection targets and cash
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 own vehicle (Non-negotiable) Clear criminal and credit check See Description See Description
contracts agree to the contract. Completing of Credit Applications accurately and obtaining the relevant payments required Submission and Following up on all insurance Claims Assisting the finance team with other related
Qualification Trade Tested with Wireman's License Requirements At least 5 years post-trade working experience
networking and cold calls. Payment collections and credit control. Sales territory – Pomona, Bredell, Benoni advantage. No Criminal Record or Charges. Clear credit history. No Disciplinary records. Basic Salary
networking and cold calls. Payment collections and credit control. Sales territory – Pomona, Bredell, Benoni advantage. No Criminal Record or Charges. Clear credit history. No Disciplinary records. Basic Salary
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