Current Vacancies at GJM Ultra Holdings

Job Summary: The bookkeeper will be responsible for maintaining accurate financial records, including recording day-to-day transactions, reconciling accounts, and generating financial reports. They will play a critical role in ensuring the smooth functioning of the finance department and supporting effective financial decision-making.

Duties and Responsibilities:

• Maintain accurate and up-to-date financial records by recording financial transactions, such as invoices, payments, expenses, and receipts.
• Reconcile bank statements, credit card statements, and other financial accounts on a regular basis to ensure accuracy and identify discrepancies.
• Prepare and process invoices, purchase orders, and expense reports, ensuring proper coding and adherence to company policies and procedures.
• Manage accounts payable and accounts receivable functions, including timely processing of vendor payments and customer collections.
• Assist in the preparation of financial statements, including balance sheets, income statements, and cash flow statements.
• Conduct periodic audits of financial data to identify errors, discrepancies, and opportunities for process improvements.
• Collaborate with the finance team to ensure compliance with applicable financial regulations and reporting requirements.
• Assist in budgeting and forecasting activities, providing accurate and timely financial data and insights.
• Maintain and update the chart of accounts and accounting software, ensuring consistency and accuracy of financial data.
• Stay informed about changes in accounting regulations and best practices and ensure compliance in all financial activities.

Qualifications:

• Proven work experience as a bookkeeper or in a similar finance/accounting role.
• Associate or bachelor’s degree in accounting, finance, or a related field is preferred.
• Solid understanding of accounting principles and procedures.
• Proficiency in using accounting software, such as QuickBooks, Xero, or similar platforms.
• Strong attention to detail and accuracy in data entry and financial record-keeping.
• Excellent organizational skills with the ability to prioritize tasks and meet deadlines.
• Strong analytical and problem-solving skills, with the ability to reconcile accounts and resolve discrepancies.
• Excellent communication skills, both written and verbal, with the ability to interact effectively with colleagues and stakeholders.
• Proficiency in MS Excel and other MS Office applications.

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Job Summary:
We are seeking a highly skilled, self-motivated, and dynamic individual who is passionate and has entrepreneurial spirit to join our growing team. The ideal candidate should have a deep understanding of financial planning and investments. The successful candidate will also possess excellent communication and interpersonal skills to build and maintain strong client relationships.

Responsibilities:

• Responsible for the procurement of new business.
• Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation.
• Develop and maintain a comprehensive understanding of financial products, investment strategies, tax laws, and regulatory requirements.
• Analyze financial data, review clients' investment portfolios, and make recommendations to optimize their financial objectives.
• Assist clients in completing applications, medical examinations, and all other documentation required for insurance underwriting.
• Continuously monitor and review client portfolios to ensure policies remain relevant, efficient, and aligned with their evolving needs.
• Face to face meetings and brand awareness – with regards to our Tax Department, Billing Department, Short Term Department, Fiduciary etc.

 Qualifications:

• Bachelor's degree in finance, accounting, economics, or related field.
• A professional certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) is highly desirable.
• Proven track record as a Financial Advisor, with a minimum of 2 - 5 years of relevant experience in financial planning and investment management.
• FAIS Compliance
• RE5
• Valid driver’s license and own vehicle (Non-negotiable)
• Clear criminal and credit check
• Minimum of 2 - 5 years working experience (preferably in sales)
• Excellent Communication Skills

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Job Description:  
We are seeking an experienced Internal Broker/Underwriter with a minimum of 4 years' relevant underwriting experience, ideally within a Broker environment, adept at handling key accounts and proficient in underwriting for both personal and commercial lines.  this role primarily involves inbound responsibilities and does not necessitate in-person meetings.

Responsibilities:
As an Internal Broker, your primary responsibilities encompass:

•  Diligent service management for an existing client portfolio consisting of 300 clients.
•  Proficiently conducting general underwriting tasks.
•  Addressing general inquiries related to insurance products, coverage and excesses.
•  Efficiently managing policy renewals.
•  Handling policy endorsements with precision.
•  Scheduling and facilitating Zoom meetings with clients to comprehensively review policies
•   (minimum 3 client meetings per day).
•  Skillfully underwriting and providing accurate quotes for new policies tailored to existing clients.
•  Expertly executing re-brokering activities and soliciting quotations from our esteemed insurance partners.
•  Profiling risks and conducting a thorough analysis of client portfolio's.
•  Coordinating tracking device installations when deemed necessary.
•  Arranging valuations with precision.
•  Skillful management of policy cancellations and executing effective business retention strategies.
•  Processing refunds as required with attention to detail.

Minimum Qualifications and Requirements:

•  Matric Certificate (Grade 12)
•  Essential RE5 certification
•  A minimum of 4 years' essential experience in underwriting.
•  Proficiency in handling both personal and commercial lines.

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Job Summary:

• We are seeking a detail-oriented and experienced Medical Credit Controller to join our credit control team. The ideal candidate will be responsible for managing and optimizing the credit control process within the medical field. This role involves effectively handling patient accounts, insurance claims, and outstanding balances to ensure timely and accurate financial transactions, while maintaining a high level of client satisfaction.

Key Responsibilities:

 Patient Account Management:

• Monitor and manage patient accounts, ensuring accurate billing and invoicing for medical services rendered.
• Collaborate with medical billing staff to resolve any discrepancies in patient accounts.
• Provide clear and concise explanations of medical bills to patients, addressing any concerns they may have.

Medical Aid Claims Processing:

• Coordinate and process medical aid claims to facilitate prompt  reimbursement for medical services.
• Verify medical aid coverage and ensure accurate submission of claims with required documentation.
• Follow up on outstanding medical aid claims, resolving any issues or denials in a timely manner.

 Payment Collections:

•       Contact patients and medical aids to secure outstanding payments, utilizing appropriate communication channels, and maintaining a professional demeanor.

Minimum Requirements:

• Proven experience as a Credit Controller, preferably within the medical or healthcare industry.
• Good knowledge of Elixir Live, Healthbridge, Vericlaim or EMD.
• Strong knowledge of medical billing procedures, insurance claims, and healthcare regulations.
• Familiarity with medical coding (CPT, ICD-10) and terminology.
• Excellent communication and interpersonal skills.
• Proficient in using billing and financial software.
• Attention to detail and accuracy in financial data management.
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong problem-solving and negotiation abilities.
• High ethical standards and ability to handle confidential patient information.

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Job Summary:
The secretary will be responsible for providing efficient and effective administrative support to the Senior Financial Advisor, ensuring smooth operations and contributing to the overall success of the department. The Secretary/Personal Assistant will perform a variety of tasks, including managing calendars, coordinating meetings, maintaining records, handling correspondence, and assisting with general office management duties. The ideal candidate should possess excellent organizational skills, attention to detail, and the ability to multitask in a fast-paced environment.

Duties and Responsibilities:

•  To provide full secretarial and administrative services to the Senior Financial Advisor.
•  To maintain client service excellence.
•  Excellent communication skills (written and spoken).
•  Good telephonic skills.
•  Able to work under pressure.
•  Able to manage the daily diary for the broker.
•  Schedule appointments for medicals for clients

Minimum Requirements:

•  Grade 12 or NQF level 4
•  National Secretarial Certificate/Diploma in Office Administration, NQF 5 preferable.

Experience:

•  1  2 Years relevant secretarial and administrative experience in long term insurance.
•  Proficient in Microsoft Office and Outlook Office Suite

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Job Profile: 

The Short-Term Administrator plays a vital role in ensuring the seamless operation of daily, weekly, and monthly tasks related to the sales of short-term insurance policies by the insurance broker.  The individual in this role will collaborate closely with the broker, insurance companies, and clients, demonstrating  a keen attention to detail and a commitment to compliance.

Responsibilities:
Daily:

• Retrieve policy schedules and claims history from insurance companies for quoting purposes.
• Liaise with clients for the acquisition of policy schedules and claims history.
• Confirm broker signing appointments and coordinate schedules.
• Submit competitive quotations to insurance companies for optimal terms and pricing.
• Engage with clients regarding savings, while avoiding advice.
• Facilitate communication between life administrators and short-term departments for lead generation.
• Maintain records of consents and correspondence in client files.
• Update leads received daily.
• Analyze quotations.
• Comply with the POPI Act and maintain adherence to its provisions.
• Thoroughly prepare files for upcoming weeks signings.

Weekly:

• Verify completion of client details on compliance documentation by brokers.
• Optimize broker schedules for efficient route planning.
• Dispatch welcome packs, policy schedules, and policy wordings within 30 days of policy inception.
• Inform clients of cancellations.
• Manage a robust pipeline of signings.

Monthly:

• Able to verify clients files 100% with FICA and FAIS regulations.
• Ensure brokers achieve monthly targets.
• Confirm and capture new clients on register
• Maintain continuous preparedness for compliance audits.

Minimum Requirements:

• Matric (grade 12)
• Reliable transport
• Proficient knowledge of short-term insurance industry.
• Strong administration skills