This role requires someone from the banking or insurance sector - this is non negotiable. Candiate must & achievements) Must come from the banking or insurance industry
queries. • Addressing general inquiries related to insurance products, coverage, and excesses. • Efficiently activities and soliciting quotations from our esteemed insurance partners. • Profiling risks and conducting a thorough with attention to detail. Our insurance partners are: • Discovery Insure • PPS STI • CIB • Momentum • • Santam • Echelon • IUM • King Price • Rodel (Hollard and Bryte) Important: It is not necessary to have have product experience with our relevant insurance partners, as product specific training will be provided
potential clients Long term insurance, i.e. life insurance, disability insurance, income protection, dread management Education planning Medical aid Short term insurance, i.e. vehicle & asset management Final will examinations, RE 1 & RE 5 will be beneficial. Insurance & financial services industry experience not
potential clients Long term insurance, i.e. life insurance, disability insurance, income protection, dread management Education planning Medical aid Short term insurance, i.e. vehicle & asset management Final will examinations, RE 1 & RE 5 will be beneficial. Insurance & financial services industry experience not
market. Our mission is to offer primary healthcare insurance solutions to the vast majority of South Africans obligations within the insurance industry Maintaining awareness of non-insurance regulatory framework, compiling of statutory reports to the FSCA and Insurers Consulting on an on-going basis with Operational within the insurance industry Expert knowledge of legislation applicable to the insurance industry Solid
market. Our mission is to offer primary healthcare insurance solutions to the vast majority of South Africans obligations within the insurance industry Maintaining awareness of non-insurance regulatory framework, compiling of statutory reports to the FSCA and Insurers Consulting on an on-going basis with Operational within the insurance industry Expert knowledge of legislation applicable to the insurance industry Solid
relationships between the client and the finance house/insurance provider
relationships between the client and the finance house/insurance provider Understanding and complying with regulations added product and insurance product sales Administering the finance & insurance data Ensuring customer contract payouts Requirements: Grade 12 FETC Retail Insurance Qualification NCA Card RE5 Certificate Class of
journals
Ensuring Insurance claims are followed up and finalized.
Analysis of insurances paid.
Monthly Report to be submitted on status of Insurance Claims.
Bank queries and administration
journals • Ensuring Insurance claims are followed up and finalized. • Analysis of insurances paid. • Monthly Monthly Report to be submitted on status of Insurance Claims. • Bank queries and administration regarding