Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals address concerns Give advices to clients about insurance coverage, investment planning, cash management Drivers License Laptop Network of clients The post Insurance/Wealth Planner appeared first on freerecruit.co
time: Yes
Industry: Insurance
Salary / CTC: R 30 000 – R
professionals handling both short-term and life insurance claims. The role involves overseeing the end-to-end
claims professionals handling short-term and life insurance claims.
journals
on experience Permanent A leading provider of insurance solutions, dedicated to delivering exceptional underwriting administrator, you will validate and assess insurance policy applications to manage risk and ensure Minimum Requirements: 2 years of relevant life insurance policy medical underwriting experience Excel proficient Ensure a thorough understanding of the company’s insurance products, administration processes, and systems
with, and knowledge of, IFRS, NAMRA, SARS VAT, Insurance Act, Companies Act and Tax The post Hybrid Accountant
deliver. Familiar with the regulatory framework, insurance related court decisions and/or determinations Diversity and inclusiveness 1-3 Experience in life insurance claims Experience of general retail protection market product offerings beneficial Relevant insurance knowledge, applicable regulatory requirements
to R15 000 (Company benefits included) Medical Insurance & Pension Fund Please indicate which bank
of monthly management accounts Asset Financing Budgeting and Cash Flows Creditor and Debtor Management drafting and finalisation of audit Forecast and budget reporting Key expense tracking and reporting Experience
limited to: Prepare and manage forecasts & budgets. Gather historic financial information. Apply expected structure. Prepare budget (annually) and forecasts (quarterly). Prepare final budget and forecasts for and identify, investigate and report variances to budget. Prepare and review monthly balance sheet recons Test and prepare transactions against policies/budgets, delegation of duties. Identify deviations to policies accounts. Investigate, explain or intervene in budget variances. Reconciliation of reports to operating
credit insurer on the required credit limit and terms as per the credit application · Credit insurer annexure