Policy Administration Specialist - Central Johannesburg
Zanati Search Group
The Policy Administration Specialist will be responsible for the smooth and effective execution of the policy administration process by checking, validating, and capturing all policies received timeously and accurately and ensuring that all processes, procedures, and standards are met and maintained QUALIFICATIONS BComm degree Or equivalent qualification Minimum of 5 Years’ experience in Advice & Intermediary services in the Financial Services sector. Minimum of 3 years in Client Relationship Management Regulatory Exam: Representatives (RE-5) Proficient in Adobe, Word, Excel, Outlook, and PowerPoint. Strong communication skills and Customer-centric RESPONSIBILITIES Building and maintaining relationships with internal and external stakeholders (Brokers, Collections departments, Key Accounts Executives, Franchisees etc.) Ensure that all new business applications are processed accurately and timeously on the system To process policyholder’s policy details correctly on the applicable system to ensure that all details are timely and accurately reflected Issuing of policy details per the chosen form of communication by client Update and maintain policy records on administration system Sending out annual review letters Analyse all applications that are received Ensure that quality checks are put in place to validate the data on the applications Ensure that quality checks are put in place to validate the data on the applications Review commission payments and ensure accuracy and that they are paid timeously Participation in Business development initiatives or Project Self -Management and living the ‘Company Values’ Responsible for department’s compliance, including with companies Intermediary and Binder agreements Writing systems business requirements specifications and systems testing
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