Bellville (Cape Town) or Centurion Responsibilities Internal Process: Apply scheme rules, clinical policies timeously. Build and maintain relationships with internal and external stakeholders. Reduce claim rejections Continuously develop own expertise in terms of industry and subject matter development and application Contribute to continuous innovation through the development, sharing and implementation of new ideas and
Bellville (Cape Town) or Centurion Responsibilities Internal Process: Apply scheme rules, clinical policies timeously. Build and maintain relationships with internal and external stakeholders. Reduce claim rejections Continuously develop own expertise in terms of industry and subject matter development and application Contribute to continuous innovation through the development, sharing and implementation of new ideas and
general business practices. Expertise in accounting software (Sage Evolution and Pastel) and proficiency in data. Define bookkeeping policies and procedures. Develop systems to account for financial transactions by collecting, analysing and summarizing information. Develop and implement financial controls as and where needed general ledger and preparing a trial balance. Develop and maintain system generated reports. Compile
general business practices. Expertise in accounting software (Sage Evolution and Pastel) and proficiency in data. Define bookkeeping policies and procedures. Develop systems to account for financial transactions by collecting, analysing and summarizing information. Develop and implement financial controls as and where needed general ledger and preparing a trial balance. Develop and maintain system generated reports. Compile
relating to the business and property portfolio (internal and external), farms and yachts. Manage all aspects (MDA, Microsoft Office, etc.). Security access software in place and updated regularly. Company documentation
relating to the business and property portfolio (internal and external), farms and yachts. Manage all aspects (MDA, Microsoft Office, etc.). Security access software in place and updated regularly. Company documentation
clients. Check Commission statements from CommPay (internal commission module linked to CRM) and PPs. Manage initiated and maintained via XPlan (company's internal CRM) tasks. IT & Systems Preparation of client Reports (CCR) from NAV (the company's proprietary software that manages all aspects of the Partner's practice)
clients. Check Commission statements from CommPay (internal commission module linked to CRM) and PPs. Manage initiated and maintained via XPlan (company's internal CRM) tasks. IT & Systems Preparation of client Reports (CCR) from NAV (the company's proprietary software that manages all aspects of the Partner's practice)
training. FAIS compliant (continuous professional development). Completed supervision for long-term insurance requirements. Review clients cover according to internal business procedures, or if client circumstances and the outcome of the appointment. Maintain and develop client relationships. Support and contribute to
training. FAIS compliant (continuous professional development). Completed supervision for long-term insurance requirements. Review clients cover according to internal business procedures, or if client circumstances and the outcome of the appointment. Maintain and develop client relationships. Support and contribute to