Summary
Date Posted: Friday, March 10, 2023 , Base Salary: Not Disclosed

JOB DETAILS:

Job Description

The main aim and purpose of the role is to ensure that there is delivery on daily production through taking personal responsibility for delivery as well as collaborating effectively with other team members. Production should be within service and delivery standards set by the standardised processes. This role also responds to administrative queries per the set timelines. This role is responsible for building and maintaining relationships with other departments that its dependent on.

KEY TASKS AND RESPONSIBILITIES

Operational Efficiency

• Manage own time, tasks, and outputs to meet predetermined requirements, task cycle times and/or work deadlines.
• Follows standardised processes, provides administrative support, delivers on daily production standards, and adheres to service and quality standards in order to deliver on the team roles.
• Quality assurance and Processing of all Policy alterations/ amendments, Static Data Updates, Premium refunds/ holidays/analysis, Policy cancellations, Broker Updates, Tax certificates, Inter Company Transfer, Other Transfers, Debit Orders & Stop Orders.
• New Business quality assurance on on-boarding clients explaining to them features, terms and conditions to avoid mis selling.
• Provide feedback to the systems vendor on any challenges as pertains to running of the day-to-day activities.
• Provide prompt, efficient and factually correct information to customers on queries raised through emails, letters, and phone calls pertaining to policy values, premium position and investigations, new business, distribution branch support, complaints, claims etc.
• Responding to email queries & following up with internal stakeholders to ensure resolution of complex queries.
• Performing other functions as requested and providing operational assistance to the team leader.
• Managing the relationship with the sales agents/managers and other departments
• Implement and adhere to internal processes.
• Collaborating with others to achieve personal and team objectives.
• Take up and deliver on any other activities/projects that may be delegated by management.

Risk Management, internal governance and compliance
• Escalate risks/control breaks to management when identified. Assist in management of those risk/control breaks
• Assist in audit management process as required by manager
• Compliance to all regulatory requirements and internal policies

Financial Management
• Assist in managing team resources and expense

SKILLS AND COMPETENCIES
• Excellent communication skills (written & oral)
• Computer literacy is essential.
• Good interpersonal skills
• Customer Service skills
• Good assessment, strong analytical and problem-solving skills
• Proven planning, co-ordination and time management skills
• Attention to detail

KNOWLEDGE & EXPERIENCE
• At least 2 years’ relevant experience
• Knowledge of financial service operations
• Technical Knowledge – product, process and AML compliance requirements knowledge.
• Product and process knowledge

QUALIFICATIONS
• Business related Degree, knowledge of financial service operations,
• Must have at least 2 years

Closing Date: 18 March 2023



Work Hours: 8

Experience in Months: 24

Level of Education: Bachelor Degree

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