Administrator for a Trade Credit Insurer Table View My client who is an independent specialist broker focusing on Trade Credit is seeking a hands on, reliable and accurate administrator to join their team. Duties: General client administration. Request ageings from all clients on a monthly basis. Prepare the client reports. Ensure that declarations are completed and submitted timeously to the ins...
Field sales representatives are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by the company. Would be advising primarily on commercial insurance. Source sufficient lead generating Maintain and update your Lead Generation Matrix on a weekly basis Once a quote is requested the co...
These jobs were popular with other job seekers Reference: JHB000961-VM-1 Leading organisation within the "investments and financial services industry" requires a Risk Consultant for the Western Cape branch. Duties & Responsibilities Minimum 5 years' experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc. Life insurance experience is essential Short-term insurance experi...
Who are we?Sanlam Developing Markets SDM (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life c...
Duties:Prospecting for new business from new clients and mining the stores database.Educating prospective clients on the value proposition of owning physical gold.Transacting a sales using the Company's sales processes and system.Promoting new launches with existing and potential clients.Ensuring that clients needs are properly diagnosed and ensuring that the client understands why they are buyin...
Who are we?Sanlam Developing Markets SDM (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life c...
Internal Broker Commercial Lines - Cape TownFull job descriptionRole Purpose:As an Internal Broker in Commercial Lines, your core responsibility is to support our Account Executive in effectively serving our commercial lines clientele. You'll be instrumental in delivering efficient underwriting services, ensuring minimal cancellations, and meeting retention targets. Additionally, you'll cultivate...
What will you do? A great career opportunity exists in Santam Reinsurance's team in Cape Town for a Claims Manager (Inwards).What will make you successful in this role?This role will be responsible for overseeing and managing the processing, validation and settlement of reinsurance claims received from ceding companies. This person will ensure that claims are handled efficiently, accurately and i...
START DATE : A.S.A.P / ImmediateREQUIREMENTS:3 years corporate underwriting experienceMicrosoft Office (Word, Excel)Matric or EquivalentRE5 NON NEGOTIABLEFAIS compliant (credits and/or full qualification) DUTIES: Take appropriate action to minimize cancellationsEnsure retention targets are metEnsure and contribute to minimization of general expensesEnsure that all stakeholder (e.g. clients, AE's,...
Program Coordinator Remuneration: R285000 - R380000 per year basic salary Benefits: Health, Retirement, Sabbatical Location: Cape Town Job level: Mid Travel requirement: Occasional Type: 1 year Company: Global Citizen Year As part of the team in Cape Town, the program coordinator helps bring to life the Take Action Lab program for our students. They will play a key role in creating a positive stu...
Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance products as well as investment products and to develop relationships with a panel of brokers Developing and maintaining broker relationships Review New business pipeline, follow-up and tracking Issuing of quotations Technical training of and ongoing product support to Financial Advisor...
Job Description:This role forms a business management link between Old Mutual Retail Mass Market (RMM) and independent brokers, to ensure effective marketing and drive new business growth of Old Mutual products. The incumbent is individually accountable for achieving results through own efforts.(ads1)Job Responsibilities:Building relationships with BrokersResponsible for the Product Training of n...
Broker Assistant Table View My client who is an independent specialist broker focusing on Trade Credit is seeking a hands on, reliable and accurate administrator to join their team. Duties: General client administration. Request ageings from all clients on a monthly basis. Prepare the client reports. Ensure that declarations are completed and submitted timeously to the insurer. Attend to client q...
Field sales representatives are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by the company. Would be advising primarily on commercial insurance. Source sufficient lead generating Maintain and update your Lead Generation Matrix on a weekly basis Once a quote is requested the co...
Requisition Details & Talent Acquisition Contact REQ: 131223 Talent Acquisition Consultant : Lerato Sithole Location: Western Cape Cluster: Wealth- Insurance Closing Date: 23 February 2024 Job Family Sales And Services Career Stream Sales Leadership Pipeline Manage Self: Professional FAIS Affected FAIS Affected - Yes Job Purpose By supporting the Risk Advisor within Nedbank Insurance brokerage, w...
The implementation team is responsible for ensuring that all clients are invested in line with its respective model portfolio taking any client specific requirements (mandate, applicable legislation) into consideration and liquidity of each portfolio. Actively monitoring markets and instruments to ensure that all model portfolios are implemented efficiently. Ensure that all decisions are complian...
Responsibilities and work outputs- Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum- Minimum requirement of 8.5 written policies per month- Maintain and update your Lead Generation Matrix on a weekly basis- Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advi...
Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance products as well as investment products and to develop relationships with a panel of brokers Developing and maintaining broker relationships Review New business pipeline, follow-up and tracking Issuing of quotations Technical training of and ongoing product support to Financial Advisor...
Job Description:Your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives in a dynamic, innovative and high performance business.This is a third party marketing role and the Broker Consultant markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting and partnering relationship that seeks to...
OUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff "always get something OUT." Our success can be attributed, amongst other things, to the outstanding people that work for us.OUTsurance is...
OUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff "always get something OUT." Our success can be attributed, amongst other things, to the outstanding people that work for us. OUTsurance i...
A recent professional profile photo is to accompany your applicationEMPLOYMENT TYPE : PermanentSECTOR : InsuranceBASIC SALARY : Market RelatedSTART DATE : A.S.A.P / ImmediateREQUIREMENTS:3 years corporate underwriting experienceMicrosoft Office (Word, Excel)Matric or EquivalentRE5 NON NEGOTIABLEFAIS compliant (credits and/or full qualification)DUTIES:Take appropriate action to minimize cancellati...
The implementation team is responsible for ensuring that all clients are invested in line with its respective model portfolio taking any client specific requirements (mandate, applicable legislation) into consideration and liquidity of each portfolio. Actively monitoring markets and instruments to ensure that all model portfolios are implemented efficiently. Ensure that all decisions are complian...
Who are we?Sanlam, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring re...