Employee benefits adviser assistant
Ikusasa Recruitment Group Pietermaritzburg
Minimum requirements:
Completed Bachelors Degree (Preferably majoring in Administration, Business Management,Management, Investment Planning/ Risk Management) or BCom (Economics)- 2 Years experience in healthcare in the financial services industry
Responsibilities:
Advise clients on medical aids, medical insurance and gap cover both personal families and groups
Assist clients with the application process
Assist clients with queries
Ensure CRM data is up to date and accurate
Year-end & ad hoc client presentations
Identifying and providing leads to colleagues in other Wealth service lines
Keeping up to date with provider amendments
The Recruitment CouncilPietermaritzburg
attained or progressing toward a PGDip in Financial Planning or a CFP® designation.
Experience: At least 5 years experience at a CAT I FSP, covering investments, long-term insurance, employee benefits, and medical aid/gap cover.
Technical Skills: High...
The RecruitersPietermaritzburg
Job Title : Debtors Clerk / Administrative Assistant
Situation : Pietermaritzburg, KZ-Natal
Start Date : Immediate
The Debtors Clerk and Administrative will be responsible for managing customer accounts, ensuring timely collection of outstanding...
Accountancy Placements PietermaritzburgPietermaritzburg
Responsibilities
• Process and reconcile customer invoices and payments
• Follow up on outstanding accounts and overdue payments
• Prepare debtor age analysis and account statements
• Resolve customer account queries and discrepancies
• Maintain...