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Credit Life Services Consultant
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General Details
Location:
Advertised By:Agency
Company Name:Energy at Work Projects
Job Type:Full-Time
Description
Join Our Team as a Credit Life Client Services Consultant
Are you an energetic, driven individual with a passion for customer service? If so, we have an exciting opportunity for you!
Company Overview: One of the largest financial services providers are currently looking for two dynamic individuals to join the team as Credit Life Client Services Consultants for their call center.
Minimum Requirements:
- Matric qualification
- Clear ITC and Criminal record
- Previous experience as a customer service consultant
- Minimum of 2 years in Long Term Insurance
- 2 years of experience in a call center
- NQF Level 5 Wealth Management Certificate
- DOFA (Date of First Appointment) applies to registered candidates.
Job Role: As a Credit Life Client Services Consultant, your responsibilities will include:
- Maintaining a positive, empathetic, and professional attitude toward customers.
- Responding promptly to customer inquiries via various channels.
- Acknowledging and resolving customer complaints with efficiency.
- Having in-depth knowledge of our products to address customer queries.
- Keeping accurate records of customer interactions, transactions, comments, and complaints.
- Providing valuable feedback on the efficiency of the customer service process.
- Ensuring customer satisfaction through professional and timely support.
Application Details: Only candidates who meet the minimum requirements will be considered for this exciting opportunity.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMDE0OTYyNzA/c291cmNlPWd1bXRyZWU=&jid=1755305&xid=101496270
Id Subtitle 1249932197
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Energy at Work Projects
Selling for 2+ years
Total Ads41
Active Ads41
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KEY RESPONSIBILITIES
Policies and Procedures
• Ensure adherence to collection policies and procedures.
Collections and Targets
• Monitor and manage a debtor’s portfolio of no more than 480 accounts.
• Achieve and maintain collections and targets set per company protocol.
• Actively collect payment according to payment terms
• Performs reconciliations of allocated accounts daily.
Overdue Accounts
• Attend weekly meetings with the credit supervisor to review all defaulting accounts.
• Ensure the correct escalation process is followed for the Reminder Letters.
• Feedback on the top 20 overdue accounts must be prepared and discussed weekly.
Hand Overs and Bad Debts
• Follow the correct protocol before blacklisting a client, and then proceed to blacklist clients.
• Inform the credit supervisor of any liquidations, absconded clients and business rescue’s immediately.
Credit Notes, Invoices and Adjustments
• Check that all credit notes and adjustments are raised correctly.
• Investigate all reasons for credit notes to ensure that they are valid.
• Submit all credit notes requisitions to the regional credit supervisor.
• Raise all rate queries and stop billing on closures with the billing department.
Month-end Activities
• Ensure that all re-allocations of unallocated deposits are completed.
• Ensure that all journals’ requisitions are raised by 12h00 on the 4th working day of the new month.
Cash / Suspense Accounts
• Ensure the bank statements deposits are captured and allocated daily.
• Ensure that all suspense accounts are reconciled and cleared monthly.
• Obtain all remittance advices for all deposits received on allotted debtor’s accounts.
Financial & Reporting
• Prepare commentary on top twenty clients each month for the region
Auditors
• Assist auditors as and when required.
Meetings
• Regular one on one book reviews with the credit supervisor
• Attend monthly and weekly meetings where required.
• Regularly attend customer meetings.
Customer Care & Queries
• Promote a high level of focus on customer care with relevance to all customer complaints and queries.
• Maintains accurate and complete client information on the system
• Ensure that such queries and complaints are dealt with efficiently, accurately, and promptly.
• Ensure a 48-hour turn-around-time on all customer queries.
Inter-departmental Relations
• Ensure that inter-departmental relationships between Accounts Receivable and other areas are maintained at high levels.
• Ensure a balance is maintained between sales and credit objectives.
Projects
• To get involved in any additional projects as and when required.
SUPERVISORY RESPONSIBILITIES
None
QUALIFICATIONS and EXPERIENCE: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
? Degree or Diploma within the accounting field
...
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Key Outputs:
To support sales team with all related administrative and coordination functions for effective and efficient service delivery to all stakeholders.To provide administrative support in an office environmentSupply information to the (internal and external) customersRecord and calculate commission payableOnboarding of new businessEnsuring that the compliance and process checks are being done at onboarding stage.Ensuring that the communication feedback loop is adhered toEnsuring that supporting documentation is timeously uploaded and storedAdhering to SLA for all processesProvide weekly stats and reports to TL or as and when neededEnsuring that SOP is followed to remain complaintManage sales tracking tools and report on important information.Keep record of sales trends.Liaise with Key account executive to develop specific sales strategies and ensuring happy clients.Stay up to date with new product and feature launches and ensure sales team is on board.Inter department enquiry management.Excellent customer service and effective communication.
Minimum Requirements:
MatricNQF Level 5 or Diploma in Business Management3 years sales administrative support experienceMinimum of 1 years’ experience in similar support roleAdvanced Computer literate - MS OfficeAbility to work under pressureAttention to detail and accuracyVerbal and written communication skillsProfessional personal presentationCustomer service orientationInformation managementOrganising and planningCoordinating meetingsHighly Numeracy level
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Our client in the insurance industry is looking for top performing and driven individuals who would like to join their Outbound Sales team in the short-term insurance space.
Minimum qualification/s required:
Grade 12
RE 5
FAIS credits
Class of Business in Personal Lines
CPD points 12
Minimum experience:
A minimum of 3 years sales experience
A minimum of 2 years outbound sales experience
Short-term insurance experience
Essential requirements and skills:
Autonomous
Eloquent
Good listener
Great performance
Customer-centric
Versatile
Effective bargaining prowess
Persuasive capability
When applying, please also add a copy of your ID, matric certificate, RE 5 certificate, COB certificate, proof of CPD points and 6 months consecutive pay slips to show commission earnings.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNDMwMDU2NzE2P3NvdXJjZT1ndW10cmVl&jid=1679934&xid=1430056716
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I am recruiting for an excellent salesmen !
Requirements
Direct sales experience onlyNo telephonic salesNo call centre salesFace to face sales onlyGenerating own business leads is a mustFast pace sales environmentTarget driven salesPreferably experience in selling insuranceProven salesmen
The ideal candidate will be an excellent communicator and have a passion for sales. The Business Development Consultant will be required to generate leads and convert them into sales. In this role the BDC is responsible for providing excellent customer service and advice, as well as developing relationships with customers.
Responsibilities and work outputs for Business Development Consultants (PERSONAL LINES):• Source lead generating opportunities to ensure a minimum of 10 client quotes per week and 40 per month• Minimum requirement of 10 premium adjusted policies (net of claw backs) written policies per month• Maintain and update your Lead Generation Matrix on a weekly basis• Manage the lead generation process which includes group presentations, one on one consultations, ensuring regular communication with staff, participation in corporate events, advertising and general relationship building• Keep up to date and fully informed on product comparisons with opposition products• Sign up a minimum of 5 active lead referral agents• Meet all KPls as laid down by the company for BDCs• Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time• Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas• Meet the Fit and proper requirements as set out in the FAIS codes of conduct at all times• Meet continuing professional development objectives as required by the industry
Salary Details
Fixed salary plus commission
Qualification
Matric/Grade 12FAIS Credits (preferable)RE 5 - a plusProven experience in FACE-TO-FACE SALES experience2 - 3 years DIRECT SALES EXPERIENCE selling short term insurance either as a Broker Agent or Tied Agent.Alternatively, must have SOLID DIRECT SALES EXPERIENCE.A minimum of 2 years’ experience GENERATING LEADS and CONVERTING THEM INTO SALES (prospecting / cold calling) - managing lead generation processAbility to work under pressure and MEET TARGETSCandidates must have a vehicle available to complete sale tasks
If you keen on this please send your CV to
james@abcworldwide.com
Include salary expectation, current salary, notice ...
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Assist the Chairman and Managing Director in the on-going performance evaluation of the subsidiaries on a financial, operational, and strategic basisIdentify value and efficiency opportunities in the subsidiaries continuouslyMonitor the performance of the Operating Entities’ finance teams to ensure timeous and reliable reportingMonitor adherence to the internal controls’ frameworkEvaluate potential acquisitions and pursue them successfully to completionPrepare and monitor the income tax and submissions across the Operating Group’s subsidiariesManage the Operating Group audit and reporting and relationship with the statutory auditorsResponsible for the Operating Group’s consolidated resultsManage the Operating Group’s banking and financial requirements and consult with the Corporate Office who holds the relationship with the financial institutionsMonitor the day-to-day financial operations within the Operating GroupFunction as the key contact point for the Operating Group with the Corporate OfficeSeek out methods for minimising financial risk to the companyProvide insight and assistance to senior executives to aid long-term and short-term decision makingReview financial data and prepare monthly and annual reports, presenting to stakeholdersEstablish and maintain financial policies and procedures for the companies in the Operating Group
Minimum Skills/Requirements:
CA (SA)Integrity and TrustworthinessAn analytical mind and approach, experience in financial structuringAt least 5 years’ experience as a financial manager/ executive with appropriate qualificationProven strategic planning experience at management levelProficient in Microsoft Excel and PowerPointDemonstrated creative and critical thinking skillsAble to work on multiple projects simultaneouslyThe company is on an expansion phase and is therefore looking for an energetic, dynamic, initiative-taking and initiative-taker with aspirations to grow long-term with the Group and add significant value.Effective communication, presentation, and people skills.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNzQ1OTg1ODk4P3NvdXJjZT1ndW10cmVl&jid=1196988&xid=2745985898
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My Short Term Insurance Client is looking for a Commercial Underwriter
At least 6 years of relevant Short Term Insurance experience in Commercial Underwriting, ideally having worked for a broker or a sizeable insurance company. 1-3 years in (junior)and 3+ years experience (Senior)Must be fit & proper, ie must have passed the RE5 (Representatives) examFAIS - NQF4 (Must have) NQF 5 (Preferable) Team player.Bilingualism would be advantageous.Self-driven and able to work independently, within the Company policy framework.Cost to Company remuneration package, including:
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MTU4MzEwNzg3P3NvdXJjZT1ndW10cmVl&jid=1350620&xid=4158310787
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