Offering a variety of financial and insurance solutions for the individual, business owner, entrepreneurs, employers and employees. Products include Medical Schemes, Gap Cover, Short-Term Insurance - Personal and Commercial, Long-term Insurance - Life plans, Funeral plans etc, Savings & Investments and Group / Staff Benefits

Building and maintaining relationships with Independent Insurance Brokers. Sourcing and allocating worksites to brokers to assist in new business sourcing. Make use of FSCA to source new brokers withing Mpumalanga region. Joint field work with brokers. Managing new business submissions and requirements, ensuring quality of new business

Responsible for cold calling medical aid client list to offer the services of the brokerage. Tracking calls and emails sent versus Broker Appointment letters returned. Was registered as a Healthcare Representative, Gap Cover and worked with Brightrock Life insurance product

Manage a team of Sanlam Affiliated Intermediaries, control weekly and monthly submission, achieving team targets and setting individual targets. Assess and manager New Business Risk (fraud). Recruit and train SAI as well source Brokers, assist Brokers with recruitment and training of Sanlam products. Draw and analyse weekly and monthly reports.

Manage sales team, recruit and select from suitable candidates. Train on product and sales processes. Manage team quality statistics as well as target attainment. Ensure viability of new business submitted, checks for affordability and fraud being the most essential.

Data capturing, compiling and reporting on branch stats, staff matrix, generate and compile branch productivity reports, sales reports, updating personnel files, business retention and reporting for Sales Managers, filing and archiving, invoice capturing and forwarding to payments department for release, function co-ordination, answering of telephones, preparing parcels for courier and receiving of post and parcels, stationery ordering and control, preparation of employment letters and… Show more Data capturing, compiling and reporting on branch stats, staff matrix, generate and compile branch productivity reports, sales reports, updating personnel files, business retention and reporting for Sales Managers, filing and archiving, invoice capturing and forwarding to payments department for release, function co-ordination, answering of telephones, preparing parcels for courier and receiving of post and parcels, stationery ordering and control, preparation of employment letters and contracts, training on products, new recruitment applications i.e. arranging interviews, background checks, ensuring completion of recruitment packs, ensuring compliance with FAIS legislation and company regulations. Temporary Employment I was a temp on Accountancy Placements books. Show less

Capturing invoices, preparing import and export files for SARS and banks, collating import and export documents, cross referencing deliveries and invoices

Updating Debtors files according to National Credit Act, processing new credit applications for clients, general admin, and filing.

Invoicing, stock control, calculating weekly wages and salaries, product costing, debtors and creditors ledgers, petty cash control, debt collecting, paying of business accounts, preparing parcels for courier.