Financial Administrator

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