Business Development
Customer Relationship Development / Prospecting
Customer Needs Clarification
Sell Customer Propositions
Sales Opportunities Creation
Customer Relationship Management / Account Management
Customer Relationship Management (CRM) Data
Operational C
Preferred Qualification: Insurance related qualifications e.g. FETC: Short Term Insurance NQF 4, RE5 Minimum Preferred Experience: 5 years Short Term Claims Insurance related experience, preferably with Homeowners/Building
Preferred Qualification: Insurance related qualifications e.g. FETC: Short Term Insurance NQF 4, RE5 Minimum Preferred Experience: 5 years Short Term Claims Insurance related experience, preferably with Homeowners/Building
Maintain up-to-date insurance policies and ensure all new assets are insured. Handle insurance claims and follow
financial planning, asset management, short-term insurance, tax, and estate planning to medical practitioners examinations, and all other documentation required for insurance underwriting. Continuously monitor and review requirements: NQF5, RE5, Class of Business Long Term Insurance (Non-negotiable) CFP candidates preferred Minimum
planning and budgeting
Risk management and insurance
Tax
Asset management/fixed assets
IT
packs.
administration/ Related field • 3 years of experience as an insurance claim adjuster, or claims supervisor one of which
administration/ Related field • 3 years of experience as an insurance claim adjuster, or claims supervisor one of which
schedule. Review various reports (sales, debtors, insurance, etc.). Complete CIPC annual return and assist