Job Description
Min 3 yrs working exp. Homeowners Short Term Insurance Experience ONLY.
Min 150 FAIS Credits, RE Certification, FAIS Fit & Proper Qualification Completed.
Deliver day-to-
Job Description
Customer Service Management :
Providing specialist support to all internal contacts/users
Analysing customer and competitor service trends
Promoting the Group and strength
Job Purpose
To provide exceptional customer service and ensure high levels of customer satisfaction, retention and loyalty by handling all administrative functions on an existing member's profi
Responsibilities
Sales Generation in order to reach strategic growth goals;
Customer Care in accordance with company standards;
Follow all instructions as per the branch procedures,
Maximi
Entity History
The Independent Development Trust (IDT) is listed as a Schedule 2 entity in terms of the Public Finance Management Act No. 1 of 1999 (as amended). The IDT is mandated to deliver
Project involvement:
Act as a point of contact within the firm, for the client together with the director. This will include responding quickly to, as well as anticipating, client requests/needs
THE JOB AT A GLANCE:
Kindly note that the role is based at Potchefstroom, North West Province, not the Western Cape. The role is fully site based therefore there is a requirement for the person to
Role Purpose
To provide stakeholders (e.g. clients, account executives) with efficient claims advice and administration according to the required standards and procedures in support of the busin
Purpose of the role:
To provide a sales, promotion, communication, and administrative service to clients with clearer communication and effective administration; to the extent necessary for the org
Job Purpose
To educate clients on the convenience, security and functionality of digital and self-service solutions; processing cash transactions and cash fulfillment (i.e.balancing and replenishme
Job Purpose
To educate clients on the convenience, security and functionality of digital and self-service solutions; processing cash transactions and cash fulfillment (i.e.balancing and replenishme
RESPONSIBILITIES
Sell Customer Propositions
Identify the products or services that best meet the customer's stated needs, explain the selection to the customer, and invite the customer t
RESPONSIBILITIES
Business Development
Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business c
Overview
Our culture is built on a genuine interest in our clients – their challenges, growth ambitions and wider commercial context. You get the attention you deserve from approachable, seni
What will you do?
Undertake to fully understand the content and impacts of all relevant legislation and requirements for the financial services industry.
Ensure that all compliance prac
What will make you successful in this role?
Your success will come from:
Promoting and marketing the company products
Building strong relationships with brokers
Providing efficient servic
Key Performance Output
The successful candidate, reporting to the Group Manager Traffic Development will be responsible for the following:
Work closely with Market research to review and anal