City of Johannesburg, Gauteng, South Africa
Experienced Training Facilitator with a demonstrated history of working in the insurance industry.
Providing High Performance Training Solutions for B2C Sales Teams
Product and Insurance Legislation Specialist
Plan and execute training for both internal and external clients of Badger Skills Development and maintain and manage relevant administrative tasks related to above mentioned training with a main focus on RE5 training. As a member of the skills development team I also provide administrative support to the Training Manager in Springs as and when required. Duties and Activities: • Work closely together with other departments and leaders to identify, plan and execute various types of insurance and related training such as - Induction - Product Refresher - Sales - Compliance - QA - Soft skills - Coaching • Design, Plan and facilitate training through a variety of mediums such as classroom, E-learning or on the floor • Design and oversee learner Assessment and development • Ensure proper record keeping procedures are implemented and maintained at all times • Oversee the planning, implementation, facilitation and administration of the regulatory exams • Prepare and maintain relevant training registers • Process monthly admin E.g electronic registers, updating of spreadsheets, recording hard copy registers • Monitoring and updating of staff lists and compliance lists monthly • Provide relevant information to Training Manager in preparation for monthly director’s report • To work towards the achievement of specified annual Badger Group goals • Perform on the floor training and coaching with our internal staff and external partners with the intention to improve overall performance and profitability through upskilling and personal development. This will remain a secondary function whilst actual training department objective responsibilities will remain the primary function • Provide weekly progress reports to manager regarding the achievement of set goals. • Preparation of all induction manuals and training material
- Evaluate and monitor all hardware and software asset requests - Reports (daily/weekly/monthly) on life cycle of assets, including an analysis of pricing options - Use DTA and SD system to monitor the status of the service requests from users - Follow up with the suppliers on the status of the purchase orders - Ensure customer service requests are fulfilled within agreed service levels (SD) - Receive, store, and release stores items from the IT stores and allocate to service engineers - Design, implement, and operate an effective stock management system to balance demand with inventory - Work with desktop support to utilize Desktop Auditor for keeping up-to-date information on all installations of new equipment. - Work with Finance to maintain an up to recover costs - Design, implement, and operate an effective asset disposal process
Job Purpose To support the Pre GL Team and the OSU Finance team, as well as interact with all Client Facing Teams currently been serviced by the Pre GL Team and the OSU Finance team. Key Responsibilities • Assist in the timely preparation of management accounts • Assist in the timely preparation of balance sheet reconciliations • Responsible for posting journals and assisting with monthly reconciliations • Assistance in the day to day activities of the PreGL Team • Prepare daily payment requisitions • Attend internal meetings to present and discuss management accounts • Attend to queries relating to schemes • Continuous liaison with, and support of, client facing team • Assist with ad-hoc projects and specific year-end reconciliations
To ensure all Hollard bank accounts are reconciled accurately and timeously on a monthly basis to relevant bank statements KEY ACCOUNTABILITIES: • Ensure all line items on the Bank Statement are captured accurately to GL using information from Internal and external customers (Partners, Brokers, and Client Accountants etc.) • Ensuring all allocated bank accounts, bank clearing accounts and unallocated deposits are reconciled accurately and timeously on a monthly basis • Review relevant information from customers and ensure all allocations are correct before uploading into Great Plains. E.g. Claims reports and EFT reports • Reporting – Prepare allocated bank accounts and general ledger recons (bank clearing account and unallocated deposits) and present them to the Cashbook Team Leader and Client Accountants for reviewing, adhering to weekly and monthly deadlines • Communicate regularly with the client accountants in order to get feedback on the accuracy of cashbook allocations and continuous improvement • Weekly meetings with Team Leader for continuous development and to improve processes within the department and giving regular feedback • EFT payments created accurately ensuring all supporting documents are attached to the payment requisition received by client accountants daily • Prepare General Journals relating to reallocation of cashbook entries when required and ensure it is approved by Team Leader before posting • Follow up on unallocated deposits and payments daily using information from the relevant bank accounts and allocate accordingly • Attending to general queries on a daily basis ensuring all queries are resolved within 24 hours • Work as part of the of the finance team