Processing Specialist - Life Assistance Policy Finance JHB

Location: Johannesburg, Parktown, South Africa
Date Posted: 12-04-2018
Processing Specialist - Life Assistance Policy Finance

Our client is looking for a Processing Specialist role for their Life Assistance Policy Finance department.

Job Description :
  • Gaining new business by identifying and exploiting opportunities in the local market;
  • Developing and maintaining good working relationships with clients and sales consultants;
  • Showing detailed knowledge of the products being offered to clients.
  • Maintaining detailed knowledge of new and existing products by liaising with colleagues;
  • Explain products to clients
  • Ensuring that all amendments on the system are completed on time.
  • Ensuring that all schemes have all the relevant contracts in place.
  • Ensuring that all the scheme data is uploaded onto the system.
  • Ensuring that client products are captured accurately onto the system.
  • Ensuring that policyholder data has been captured correctly onto the system.
  • Ensuring that all repudiations are recorded and have adequate supporting documents.
  • Ensuring that all communication to clients is done in a professional manner
  • Maintain a scheme checklist to ensure that all processes are adhered to.
  • Monitoring of trends per client i.e. premium growth, claims experience and general profitability of the scheme as per the SLA;
  • Adherence to SLAs with clients and across business teams
  • Training team members on internal processes e.g. preparation of claims, debit order submission files, Persal files and premium reconciliations.
  • Increasing profitability of existing product lines by encouraging clients to use added value services wherever possible e.g. Easypay or Persal;
  • Delivering good client service by responding swiftly to queries and concerns from clients;
  • Ensuring credibility with clients by maintaining detailed knowledge of current market conditions and competitors' products;
  • Ensuring compliance with regulations and procedures as laid down by the FSB by keeping up to date with all changes in the regulatory framework;
  • Performance management for staff members.
  • Ensuring that all work activities are logged on to the system by self and the team
Requirements :
  • accounting/finance degree
  • experience with using Access
  • advanced MS Excel
  • 2+ years working experience  
or
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