Job Description:
THE JOB AT A GLANCE
As the Policy Services Administrator, you will be reporting into the Team Leader for Policy Admin Services, where you will be responsible for providing general support to the sales team and ensuring smooth transaction of the processing of all applications and responsible for checking, validating and capturing all sales applications received from Broker, Schemes and In-house sales channels.
WHAT WILL YOU DO?
Data Capturing
- Ensure that all applications are captured accurately and timeously on the system
Data Validation
- Analyze all applications that are received
- Ensure that quality checks are put in place to validate the data on the applications
Reporting on Progress
- Accurate and regular recording of received applications on Sales Register
- Ensure accurate and regular reporting on application volumes and status upload
- Control and report on daily application quality and submissions
- Updates and maintains policy records on the administration system
Policy Maintenance
- Processing of policy details into the correct schemes on the administration system
- Clearly communicates and confirms policy amendments timeously to the client
General Administration
- Scanning and filing of application forms for record keeping on digital platforms
- Maintains up-to-date records of all application forms in a systematic and organized manner
- Documents all information according to standard operating procedures
Personal Development
- Attend and complete training on all RMA products
- Attend and complete training on all relevant systems
- Complete and obtain RE and FAIS qualification
WHAT YOU’LL BRING TO THE TABLE?
- NQF Level 5 Higher Certificate and Advanced National (Vocational) Certificate or equivalent
- At least 2 years’ administration experience
- Proven administration record
- Computer Literacy
- At least 1-year experience in a data capturing or administration position
- Insurance or Financial Services experience advantageous
- RE5 certificate
Closing date: 23 September 2021
