Finance Manager jobs in United States

Administration and Support of Broker Consultants through building relationships, superior client service and technical knowledge.

All work must be done accurately, comprehensively and in-line with set quality standards and timelines.

• Drafting and processing of new business and servicing quotations for all product lines within desired SLA’s


• Review new business and servicing pipeline, follow-up and tracking together with Business Consultants.


• Ensure advisers and their support staff are informed of the progress of their queries/applications


• Set up admin processes and workflow protocol and ensure all brokers/broker support staff are adequately trained thereon.


• Processing and issuing new business and servicing policies


• Monitoring and managing franchise figures together with Business Consultants


• Managing and escalating queries ensuring they are done through correct channels.


• Maintaining a high level of accuracy across all processes.


• Relationship building with internal and external stakeholders.


• Update Smart Tracker/ Workflow process.


• Participating in proactive sales and marketing initiatives


• Deal with telephonic and email general queries.


• Maintaining accurate details and statistics of all queries


• Treating all stakeholders and business partners with respect

• Logical, analytical problem-solving ability.


• Excellent interpersonal skills.


• Excellent verbal and written communication skills.


• Ability to work independently.


• Time Management.


• Ability to take accountability, responsibility, and ownership.


• Able to take initiative and exercise sound judgment and decision making.


• Ability to work in a highly pressurized, target oriented environment.


• Ability to deal positively with change and uncertainty.


• Good organizational skills.


• Proactive, self-motivated.


• Attention to detail.


• Ability to meet deadlines timeously.


• Honest and ethical.

Qualifications

• Matric


• RE5 (advantageous)


• Knowledge of MS Office Suite


• Excellent Communication skills (verbal and written)


• Tertiary qualification (advantageous)


• Relevant financial services industry experience is advantageous

Experience and Requirements

• Discovery and/or Insurance industry admin experience - 2 years or more that is non-negotiable.


• Preferable candidate must live in the Pretoria/Centurion area as we are based in the Pretoria East area that borders to Centurion. We are next to the R21 highway.


• Candidate must be fluent in the Afrikaans and English language, speaking and writing.


• Full time position from 08:00 to 16:30 Monday to Thursday and on Friday till 16:00. Office based.


• Must be able to work weekends when billing falls over the weekend.

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

When applying on the subject line, include the title (ABC/ Assistant Business Consultant - Pretoria East)