Broker Assistant

Senior Broker Assistant Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other requirements;Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new...

IntroductionA vacancy for a Junior Logistics Broker in Pretoria.Duties & ResponsibilitiesEnsuring all new and old applications are submitted with correct FICA documentation as per company policy.All new clients are Credit Guarantee Insurance Cover approved with an approved limit before submission for registration on Logistics Information System as per...

Brooklyn, Pretoria: BROKER ADMINISTRATION ASSISTANTMinimum Requirements: Well presentable and professional Afrikaans speaking Afrikaans and English first and second languages a must (Afr & Eng client base) Matric / Grade 1 Minimum 3 years recent administration work experience in an office environment a must, preferably in legal sector or insurance sector...

Select how often (in days) to receive an alert: Broker Services Consultant Business Unit: Discovery Employee Benefits Function: Brokers (FAIS Accredited) Date: 24 May 2024 Achieve more than YOU BELIEVE Broker Services Consultant About Discovery Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and...

Our client, a leading FSP specializing in Insurance products and based in Menlyn, Pretoria, wants to appoint a Broker's Assistant to liaise between the Short Term Insurance Brokers and the Insurance Underwriters.Salary: R20,000.00 per monthAbility to commute/relocate: Pretoria, Gauteng: Reliably commute or planning to relocate before starting work...

Who are we?Sanlam Life Ltd is one of the top financial services providers in the South African market.We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to...

Who are we?Sanlam Life Ltd is one of the top financial services providers in the South African market.We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to...

Short Term Insurance Broker AssistantAn East Rand, short term commercial lines insurance broker requires an administrative assistant.Use your experience to handle full claims administration function, for Sectional Title and Homeowner Association Policies.Responsibilities Include:Ø Updating policy holder filesØ Obtain quotations and liase with insurersØ...

Duties & Responsibilities All new clients are Credit Guarantee Insurance Cover approved with an approved limit before submission for registration on Logistics Information System as per company policy. Ensuring that all Credit Guarantee Insurance Cover limits are adhere to and that approved limits are not exceeded per company policy. All new stock and...

Minimum Qualification Required Grade 12/Standard 10/NQF RE 5 Minimum Experience Exposure to the broker or dealer servicing environment Minimum of 2 years of broker/dealer sales or administration and client services. Deliverables include, but will not be limited to Assist with amendments to client's policies Provide brokers with constant feedback on queries...

Gauteng, Pretoria EastClaims and Broker Administrator - Tshwane - Pretoria EastOur Insurance Broker client is looking for an Claims and Broker Administrator to join their company, based in Pretoria East.Overview:Responsibilities and knowledge: To open all claims in a prompt efficient manner To administer claims accurately and timeously Loading of payments of...

Broker Specialist:RIFF Distribution Services - Gauteng RegionRIFF Distribution ServicesPretoria, GautengWho are we?RIFF offers a range of investment solutions, through distribution and support to independent Financial Services Providers ("FSP's") and Independent Financial Advisors ("IFA's"). Our core value proposition includes robust long-term strategies...

Responsible for sourcing new business in the Gauteng area, as well as manage and underwrite new and existing portfolios effectively. Providing a high-quality service to brokers and clients to ensure retention and growth of business.Responsibilities: Develop the Broker base and build sound relationships Optimising underwriting performance at a policy and...

REF NUMBER:FP032:STATUS: OPEN FOR APPLICATIONSPLEASE TAKE NOTE A copy of your CV Copy of your ID, Copy of valid drivers license All qualifications (Matric and Tertiary Qualifications) A clear and recent head and shoulders image of yourselfCV must include the following or will not be processed:Full CV (FULL name and what you are known as) with all dates -...

TWK Agri has the following vacancy available: Broker (Life Insurance) within the Insurance Department at Pretoria, Gauteng.**Responsibilities and Duties Introduction of new business and maintenance of existing business Renewal of insurance portfolios, assisting clients with quotations, inquiries and claims Weekly/Monthly reporting Ability to work under...

PermanentJHB00169- Insurance- Gauteng, Tshwane (Pretoria)- (Market related) We are seeking a detailoriented and proactiveResponsibilities: Liaise with insurance companies regarding policy changes, renewals, and underwriting requirements. Ensure that all documentation related to insurance policies are accurate and updated. Deliver excellent customer service...

REF NUMBER:FP038:STATUS: OPEN FOR APPLICATIONSPLEASE TAKE NOTE A copy of your CV Whatsapp number Copy of your ID, Copy of valid drivers license All qualifications (Matric and Tertiary Qualifications) A clear and recent head and shoulders image of yourselfCV must include the following or will not be processed:Full CV (FULL name and what you are known as) with...

Matric is essentialMust be fluent in English and Afrikaans - read, write and speakQualification / Certificate in investments / financial planning / business management would be an advantage2-3 years experience in a client services environment3 years experience in the financial services industry preferredComputer literacy: Microsoft Office, Spotlight would be...

Senior Assistant to Financial Advisor (POS24137)FourwaysR to R per month plus commission and incentivesRequirements MatricPrevious experience in a similar roleTertiary qualification will be an advantageDuties Capturing and taking minutes of meetings from Financial Advisors interaction with clients;Capturing, processing and following up on applications (also...

2years Reporting and support for Senior Credit Controller Daily Client and Supplier remittance allocations Assisting with bimonthly and yearly audits. Back up / support to Invoicing Team Liaison daily with clients regarding outstanding/receipts. Daily/Weekly/Monthly statements / reports to clients Follow up and assist solving client queries. Daily bank...