Please note that our Terms of Use and Privacy Notice are applicable.
Back to search (Gauteng > Johannesburg > Jobs > Accounting & Finance Jobs> ad 1093089493)
Account Executive
1 Photo(s)
2 years ago1945 views
Ad Saved to My List
View and manage your saved ads in your account.
Share
WhatsApp
Facebook
Messenger
Twitter
Copy URL
Email
Report Ad
Report This Ad
Reason for Reporting
Email Address
(Required)
Message
(Optional)
Report Ad
By clicking "Report" you accept the Gumtree Terms and Conditions.
General Details
Location:
Advertised By:Agency
Company Name:CFS Recruitment
Job Type:Full-Time
Description
My Insurance Broker Client is looking for an Account Executive.
You will be responsible for the Book of business which includes growth (organic, new business, upselling, cross selling), maintenance and retention.
Regular client interaction and documented outcomes/discussions
Meeting FAIS requirements in terms of documentation and client record of advice
Maintian good communication and co-operation
Minimum Requirements:
- Matric
- NQF 5 in Short Term Insurance
- Re 5
- 3-5 years related experience (Relationship Management)
- IISA/FIA (adv)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yODAyNTk2Nzg0P3NvdXJjZT1ndW10cmVl&jid=1229814&xid=2802596784
Id Subtitle 1093089493
View More
CFS Recruitment
Selling for 2+ years
Total Ads35
Active Ads35
Professional Seller
This seller has registered a Gumtree business account which allows them to qualify as a professional seller.To grow your business with Gumtree read more
Seller stats
35Total Ads
86.71KTotal Views
Contact CFS Recruitment
Message
(4029)
Name
(Optional)
Email Address
(Optional)
Phone
(Required)
Upload CV(Optional)
DOC or PDF only max 2 MB file size
Send Message
By clicking "Send" you accept the Terms of Use and Privacy Notice and agree to receive newsletters and promo offers from us.
Related Ads
1
SavedSave
Ready to Elevate the Insurance Game? Join our client as a Business Partner!
Were seeking a dynamic and forward-thinking Business Partner to be the driving force behind our clients insurance revolution..
Developing and implementing a cutting-edge business strategy. Building and nurturing strong partnerships within the insurance ecosystem. Identifying emerging market trends and seizing new opportunities. Collaborating with cross-functional teams to drive growth. Innovating insurance products and services to meet evolving customer needs. Ensuring compliance, ethics, and a customer-centric approach.
Requirements:
Extensive experience in the insurance industry, with a strong track record of success.Stable track record Must have commercial sales for at least 5years RE ,150 FAIS credits in short term insurance Exceptional interpersonal and negotiation skills. Leadership acumen with the ability to inspire and lead teams. A deep understanding of insurance regulations and compliance.Global mindset, with the ability to navigate diverse markets. Passion for innovation and a customer-first mentality.
Join us on this exhilarating journey, and together, well craft a future where insurance is not just a safety net but a source of empowerment!
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xODI2Nzc4MTc4P3NvdXJjZT1ndW10cmVl&jid=1756137&xid=1826778178
Invalid date
1
SavedSave
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
Invalid date
1
SavedSave
Our client is looking for a confident Claims Tech who is able to function well under pressure. The role requires the skills and experience stated below:
Qualifications and Experience:
To ensure the accurate capturing, processing and finalisation of all Commercial ClaimsSuccessfully passed RE 1Minimum five years relevant work experience in short term insurance claim settlement (Commercial claims, Motor and Non-Motor). Motor Agg’s / Co-insurers / XOL Insurance / Assets based policies.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMzEzMzQxMDI0P3NvdXJjZT1ndW10cmVl&jid=1691757&xid=2313341024
Invalid date
1
SavedSave
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
...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMzU2OTAyNDg5P3NvdXJjZT1ndW10cmVl&jid=1500721&xid=3356902489
Invalid date
1
SavedSave
To facilitate the development, administration and evaluation of strategies, resources and programs that will ensure the organisation has engaged, effective leaders who drive positive business outcomes and support their employees’ development.
Minimum Requirements:
NQF Level 8: Honours Degree in business, human resources, education, psychology, or related field.Masters/PhD in related discipline: Instructional Design, Education, Organizational Psychology, Business, etc. (Advantageous)Certifications and/or experience delivering professional development courses (e.g., Situational Leadership, DiSC, Strengths Finders) and familiarity with diagnostic-driven learning courses.7 - 10 years of experience in people-development program design and management with increasing levels of responsibility and scope.Minimum of 5 years of experience focused specifically on leadership/organisational development for an organization.Experience in program and project management.Background education design and delivery, focusing on adult learning and content; instructional designUnderstanding of adult learning theory with a grasp of instructional design techniques.Experience in leadership, executive and corporate education.Experience designing leadership learning programs internally from the ground-up.Experience engaging and building relationships with 3rd party vendors.Experience facilitating workshops and programs (in-person and virtual) for audiences ranging from new/early career leaders through senior executives.
Competencies:
Strong diplomacy skills with the ability to build meaningful relationships with all levels of leadership and vendors.Ability to adjust communication style appropriately to the audience.Ability to implement creative learning solutions.Understanding of leadership development approaches, adult learning and leadership theories, and phases of the learning experience design lifecycle.Demonstrated ability to be a big picture thinker, strategist, and long-term planner.Strong business partnering skills.Ability to coach others.Able to maintain discretion and integrity of confidential information.Resourceful and able to work independently with initiative.Ability to focus on varied projects simultaneously.Ability to influence and guide processes with appropriate approach and execution.Proficiency and interest in applying new technologies and tools.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MzQwMDY1MTg/c291cmNlPWd1bXRyZWU=&jid=1308374&xid=434006518
Invalid date
1
SavedSave
Role Purpose
Implement the compliance strategy aligned to the compliance monitoring plan to assist the business in honoring their responsibility to comply with applicable regulatory requirements through directing the compliance function through identification, assessing, managing, monitoring and report on regulatory compliance risks facing the organisation.
The position shall further provide assurance that company policies and procedures are being complied with and that the organisation meets the regulatory and companys own standards and ensure that compliance support is aligned to business strategy.
Responsibilities and work outputs
Implement and manage an effective compliance program through the development and management of risk and compliance plans.Develop and review company policies including effective implementation of policies and guidelinesAdvise management on the company’s compliance with laws and regulations through detailed reports.Create and manage effective action plans in response to audit discoveries and compliance violations.Regularly audit company procedures, practices, and documents to identify possible weaknesses or risks.Tracking and monitoring of key risk indicators, controls and action plans.Assess company operations to determine compliance risk.Conduct research on compliance related topicsDevelop training materials and assist with training to ensure all employees are educated on the latest regulations and processes.Assist in compiling risk and compliance reportsCollaborate with other leaders on cross-functional initiatives that focus on the mitigation of compliance risks.Work with external partners such as Internal Audit to endure the effectiveness of the compliance functionAssist in innovate the Compliance program and function and identify improvements to existing processes and plans.Provide guidance to business and assist with implementation of compliance policies and projects.Drafting and compiling regulatory submissions.
Competencies
Excellent organisational and administrative skillsExcellent communication skills (verbal and written)Report writing skillsAccountable, takes Ownership and ResponsibilityAttention to detailNegotiation skills and Problem-solving abilityStrong People skillsAbility to work independently and in a team environmentAnalytical thinker with investigative instinctSelf-disciplined and self-motivatedStress Tolerance, tenacity and ResilienceProfessional approachAssertive and tactful with the ability to handle conflictResults driven
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMzUwNjA1NzY5P3NvdXJjZT1ndW10cmVl&jid=1512319&xid=1350605769
Invalid date
View More
Back To SearchGumtree Safety Tips
1.Meet in a public space to see the item and exchange money.
2.Never send your item before receiving the money.
3.Never send or wire money to sellers or buyers.
Looking to Sell?
Whether you are selling your car, old cell phone or laptop, learn how much your item could be worth with our Gumtree Pricing Guide.