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
Administrator is required by a professional short term insurance brokerage based in Newlands, Cape Town.
recent experience as a short-term insurance broker in a small office with the ability to multi-task three areas:
Computer extensive experience in the industry as a short-term insurance broker.
A highly negotiable salary
present a fantastic opportunity at a reputable insurance company based in Pretoria. We're seeking a skilled clients expanding team. If you have a passion for insurance, extensive experience in claims handling, and for you. Receive and process claim/loss forms Appoint assessors/loss adjustors Communicate progress on internal claims process documentation Notify insurers of large losses Update claims progress and estimates Arrange Arrange settlement and agreement of loss documentation Prepare and submit claims payments Negotiate with
present a fantastic opportunity at a reputable insurance company based in Pretoria. We're seeking a skilled clients expanding team. If you have a passion for insurance, extensive experience in claims handling, and for you. Receive and process claim/loss forms Appoint assessors/loss adjustors Communicate progress on internal claims process documentation Notify insurers of large losses Update claims progress and estimates Arrange Arrange settlement and agreement of loss documentation Prepare and submit claims payments Negotiate with
basis. Effective Management of Asset Register and Insurance: Ensure all asset registers are updated. Ensure depreciated. Ensure assets are adequately safeguarded. Insure all company assets. Prepare monthly reports for necessary proposed adjustments. Provide detailed report analysis as requested. Pass adjusting journal entries
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 specifics: Requirements mirror advertisement, duties may adjust for client needs. Fair process: Fair assessment
that becomes overdue that is below the franchise loss amount must be reported · All customers must have credit insurer on the required credit limit and terms as per the credit application · Credit insurer annexure
procedures. Duties: – Updating and maintenance of manual loss – Compile submissions for write offs, recoveries directorate within the department – Attend regional loss control meetings – Conduct investigations for cases
of key account entries Calculate staff loans, insurance, and prepaid expenses Enter relevant financial specifics: Requirements mirror advertisement, duties may adjust for client needs. Fair process: Fair assessment
include but is not limited to: ● Monthly profit and loss ● Group consolidations ● Budgets ● Forecasts ● Reporting