Processing Consultant - (Junior) - Life Policies

Location: Sandton, Johannesburg, Gauteng, South Africa
Date Posted: 16-01-2019
Our client is a dynamic and vibrant player in South Africa’s life insurance industry. They’re passionate about life insurance and the good it can do. In the digital era, people are collaborating, co-creating and sharing like never before. Consumers want to take charge and customise every part of their world to meet their needs. We’re applying these same principles to our Group risk insurance cover to create products that better meet our clients’ needs.
What you’ll be doing if you get the job:
As a member of the team, the primary focus of your role is to track and process all new business applications, maintain medical underwriting database and general administration. You’ll have to keep your finger on the pulse of our internal service level agreement to make sure that we achieve the agreed targets and turnaround times
You’ll work closely with members in our Group risk sales team and may also be involved or interact with other internal teams to resolve a process or activity.
Who’ll you report to:
You’ll be based within our Processing division at our Sandton, Johannesburg office. You’ll report to our Processing Manager, who is accountable for all Group risk administration functions.
Your qualifications:
You must have passed Grade 12 / Matric with Maths Literacy NFS achievement level 3
You must be a Graduate from University or Technikon or be studying towards a degree or diploma having completed the first year of studies
Beneficial: NQF Level 5 Accreditation (broad based knowledge of applicable legislation, economic principles and financial services industry)
Your experience:
  • You must have a minimum of 2 years in the group risk administration industry
Your knowledge:
  • Sound Business and Operational knowledge of Insurance Industry administrative processes
  • Be knowledgeable with the use of the CRM system
  • Good knowledge of the business administration platforms
  • Familiar with Compliance Processes and Procedures in the Insurance Industry
  • Familiar with the business products and their rules and workings
Your Outputs:
  • Self administration and self monitoring of workflow items according to agreed SLA per process
  • To update the pipeline tracker or any other systems/database on a regular basis to ensure up to date with client accounts.
  • Assist with the enhancing processes and activities
  • Processing forms, instructions, applications etc requested by financial advisers for the processes that you participate in
  • Dealing with queries through to resolution, internally or externally
  • Adherence to all quality standards set per process for the processes that you participate in
  • Ensure that process are completed within the required SLA
  • Identifying and reporting on service failures and errors
  • Provide clients with the organisation's service and product information when required
  • Provide input to the effectiveness and soundness of policies and procedures for the processes that you participate in
  • Ensuring that all correspondence are professional and in line with standards and protocols of the organisation
  • Adherence to the processing area's processes and Activity Work Instructions
  • Adherence to organisations compliance processes and policies
  • Punctual follow-up and feedback on clients queries
Your skills and character traits:
  • MS Office and PC literate
  • Numeracy
  • Accurate typing skills
  • Excellent verbal and written communication skills
  • Organised and have the right administrative skills
  • You are quality driven
  • You have the ability to pay attention to detail as accuracy is important
  • You are able to use effective interpersonal skills to resolve conflict situations
  • You are able to work effectively with others and contribute to team task accomplishment
  • You are able to operate effectively under pressure
  • You are task and deadline orientated
  • You have an analytical mind and above average problem solving techniques
  • You have a strong sense of ownership
  • You have good time management skills
  • You are proactive and innovative
Your package and growth prospects:
The client offers a competitive pay-package and, as a growing player in a major financial services sector, excellent scope for future growth. This is a permanent position.
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