Reference: HC003109-Carol-2 Call Centre Agent (Insurance Industry) Retail Investments Service and Operations Role Purpose As a Call Centre Agent - Service Specialist within our RISO Service Centre, you will be one processes and procedures, adhering to our quality standards and within our turn-around time, as well as resolving resolving complex product related queries. As a Call Centre Agent - Service Specialist, you will be expected our servicing channels, currently being telephone calls, emails, digital portal and manual instruction processing
Reference: HC003109-Carol-2 Call Centre Agent (Insurance Industry) Retail Investments Service and Operations Role Purpose As a Call Centre Agent - Service Specialist within our RISO Service Centre, you will be one processes and procedures, adhering to our quality standards and within our turn-around time, as well as resolving resolving complex product related queries. As a Call Centre Agent - Service Specialist, you will be expected our servicing channels, currently being telephone calls, emails, digital portal and manual instruction processing
per employees request Perform bank verification.
state. To optimise business process, policies and standard operating procedures; embedding the target operating the implementation the bank’s target operating model, to improve the bank's overall processes and and productivity.
cashbooks - Debtors reconciliation Creditors recon - Bank recon - Update & reconcile loan accounts Loan proof of payments Updating interest shedules for call account holders - Interest calculations on loan Performance Areas: Processing of various cash books and bank reconciliations Reconciliation of general ledger
overseeing various financial functions including bank reconciliations, fixed assets management, accounts abilities, and a commitment to accuracy. Perform bank reconciliations on a regular basis to ensure accuracy ensure compliance with all applicable laws and standards. Mentor and train junior staff members, providing bookkeeping or accounting role, with a focus on bank reconciliations, fixed assets management, and general
activities:
have Min. 3 Years Insurance experience in a Call Centre Commercial Insurance experience RE would be an
have Min. 3 Years Insurance experience in a Call Centre Commercial Insurance experience RE would be an
Daily Download, Processing, and Reconciliation of Bank Accounts: Handle the daily download, meticulous meticulous processing, and precise reconciliation of all bank accounts to ensure accuracy and transparency in financial Payments on the Bank: Facilitate seamless transactions by loading payments onto the bank platform accurately