Relationship Manager who will be responsible for forming a movement that seeks to use a specific approach
counter sales invoices and payments daily ● Compiling forms and spreadsheets required by management ● Corresponding
you will validate and assess insurance policy applications to manage risk and ensure effective and efficient and saved forms in the client folder. Send decline notifications to clients whose applications were unsuccessful targets. Upload and save underwriting decisions and forms to the client record on the Owls system. Respond applying, you agree to data handling. We safeguard applicant info. Candidate verification: Candidates selected Recruitment. We assist in the employment process ONLY. Applicant Responsibility: Upon applying, confirmation of
perfect for you. Receive and process claim/loss forms Appoint assessors/loss adjustors Communicate progress
perfect for you. Receive and process claim/loss forms Appoint assessors/loss adjustors Communicate progress
Forming part of a respected and established Financial services firm, that offers wealth, fiduciary
Forming part of a respected and established Accounting and Tax services team, the role of the Chartered
duties Ensure the funds coming in match the expected funds and the funds going out match the expected outgoings
Internal Auditing (preferably within Banking) Must come from Banking or Financial Services environment 2
requirement. This role will report directly to the COO and form part of the executive team. The individual must