Senior Assistant to Financial Advisor (POS24137)
Fourways
R 15 000 to Clients Diligently and Fairly;
the FICA assessment.
with clients diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; required to complete and passthe FICA assessment. Assisting clients in going from blue to gold on Vitality experience in the insurance industry as a Broker Assistant essential X-Plan Insurance Package experience
with clients diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; required to complete and passthe FICA assessment. Assisting clients in going from blue to gold on Vitality experience in the insurance industry as a Broker Assistant essential X-Plan Insurance Package experience
Administrator to assist with various financial tasks within an organization This role requires a person who is managing inventory. The role may also require the person to liaise with vendors and suppliers to ensure product availability at all locations always. Assisting with GRV's on finished goods and raw materials bank. Invoicing dispatched invoices to customers Assisting with overflow on accounts payable. Matric/ Grade
responsible for all aspects of commercial and personal lines motor and non motor underwriting including quoting on new business, renewals, endorsements, assisting with queries and policy administration. The underwriter external clients A minimum of 5 years commercial and personal lines underwriting experience from a brokers perspective or higher and RE5 completed FAIS compliancy to personal/commercial lines level Insurer Product Specific
responsible for all aspects of commercial and personal lines motor and non motor underwriting including quoting on new business, renewals, endorsements, assisting with queries and policy administration. The underwriter external clients A minimum of 5 years commercial and personal lines underwriting experience from a brokers perspective or higher and RE5 completed FAIS compliancy to personal/commercial lines level Insurer Product Specific
for customers (stock & services) Answering/assisting with client queries on billings Monitoring all account balances and resolving inconsistencies Assisting the accounting department with the preparation
reports on account status and collection efforts. Assisting with month-end closing processes. Sending out accounts and then to suspend services to the clients. Assist with the Intercompany accounts. Reporting on Debtors Debtors – weekly analysis with comments. Assisting with the bad debts provision. Updating client database
account status and collection efforts