Financial Administrator

Recruiter:

CFS Recruitment

Job Ref:

2206680315

Date posted:

Tuesday, February 8, 2022

Location:

Pretoria, South Africa

JOB SUMMARY:
-

JOB DESCRIPTION:

My insurance client in Pretoria East is looking for a Financial Administrator.

Minimum requirements:

Matric
1 year plus experience as an administrator within the Financial Services Industry.
Ms Office

Duties:

Calling for astute, policy inform, paid-up quotes, etc

Responsible for ensuring all applications/quotes are completed and then checked for accuracy on submission from broker
Ensure that all applications are submitted to relevant product providers within the relevant timelines
Follow-ups and tasks to be completed within 2 days unless otherwise specified
All tasks to be updated via notes section on CRM every time action is taken
Continuous updates of specific reports as required
Maintain a professional relationship with relevant product providers/brokers/managers.
Comply with all internal quality/compliance controls.
Liaise and update brokers on all outstanding documentation/requirements
General office duties
Responsible for ensuring all queries are responded to within 1 day.
Assist fellow team members as required.
Attend all product or other training as required.
Responsible for ensuring emails are attended to before close of business each day.
General servicing requests as required by the advisors
Commission error adjustments
Capture all policies on CRM as required once acceptance is received
All policies must be captured with the least amount of errors i.e. maximum of 2% error margin on a monthly basis.
Complete processing within the required time frames as determined by the COO
Complete and e-file all applications per month, as required
All new applications to be e-filed within a specific time frame as required

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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