Minimum qualification:
Relevant undergraduate degree such as commerce, education, social sciences or marketing.
Experience:
Higher education experience will be adv
RESPONSIBILITIES
Allocate deliverables and provide training to team members.
Perform performance management within the team, emphasizing quality and deadline adherence.
Review invoices from
Responsibilities:
Front Office Management
Answering/redirecting all incoming calls, taking messages, attending to client queries
Gather Policy information
Handle new application and quotat
Responsibilities:
Gather Policy information
Compile a summary of information
Preparing of Client Reviews
Data capturing
Research product information
Handle new application and quotatio
Responsibilities:
Maintain and update the CRM systems (MyPractice / MyBase)
General administration and compliance
Preparing quotations for new and existing clients
Handling endorsements
Responsibilities:
Gather Policy information
Compile a summary of information
Research product information
Handle new application and quotations
Handle and solve client enquiries (all exi
Job Description
Planning and Growth
Develop a regional strategy in conjunction with regional stakeholders for business acquisition and growth in the Islamic ,Student & Youth markets
This role will be responsible for delivery of the following KPI’s:
Effectively and accurately perform the day to day processing of financial transactions between banks and debtors accounts in
Job Description
To grow and retain a portfolio of high-value Growth Segment relationships through partnering for growth by proactively providing a high-end differentiated service and value-adding s
What will make you successful in this role?
Job Purpose
To assist High Net Worth intermediaries and internal clients by offering excellent client service, support, and to maintain and g
Responsibilities:
Advise and support the Associate Director of Business Management and the Practice Group Leader on strategic, business, and operational matters across the EMEA+ Alliance.
Deve
Job Description
To drive an integrated workforce experience, partnering with business to develop the Learning & Development strategy, philosophy & methodology for the Personal & Private
Job Purpose
To grow commercial bank revenue through the management and cross sell to existing portfolio; as well as the acquisition of new to bank high revenue commercial customers in order to crea
What will make you successful in this role?
The successful incumbent will be required to service, market and sell short term insurance products
Servicing intermediaries and brokers; this will
Accountabilities:
Act as the liaison to external and internal audit and provide assurance to Financial Control and all relevant risk committees that all controls are appropriate and financial st
Minimum Requirements:
Matric/equivalent
Barchelors Degree/ NQF Level 7
5 years’ experience in Key Accounts or Relationship Manager Role
Strong overall and written communication skill
KEY OUTCOMES:
1. Building and maintaining relationships with clients and key personnel within your portfolio
2. Use utilisation reporting to ensure clie
Requirements:
2 years’ experience in a sales and/or customer service role
2 years’ experience in the insurance and/or financial services industry rendering financial advice (advant