Job Description

Distribution Operations Administrator - JhbWhat will you do?PURPOSE OF THE ROLETo support the effective and efficient working of the Distribution Operations function by performingoperational, administrative and reporting duties relating to one of the following areas:1.Implementation2.New business and Individual Life3.Distribution Operations What will make you successful in this role?1.Operational executionPerform operational duties relating to one of the following areas:1.1In case of: New Business and Individual LifeCapture New Business applications across the Distribution units (SPF, Group Benefits and Retail).Convert group schemes to individual policies and respond to queries related to the conversion.Verify personal details for FIC compliance.Set new up for Group Benefit policies.Generate and issue policy document packs and certificates.Split and process bulk applications.Execute simple changes on policy information and corrections on processing errors (Omega ErrorFixes).Amend commission structures and commission splits where relevant.Respond to queries and support on New Business applications captured across the product suite,within SLAs.Flag and communicate New Business System errors and issues.Load members on group policies (new and existing).Following up on outstanding requirements for new business applications.1.2In case of: ImplementationFollow and execute the system implementations of new schemes.Conduct party and client due-diligence.Administer and process user access requests pertaining to new schemes.Address all queries relating to implementation of schemes.Provide administrative support during Implementation audits.Identify and collate training requirements for operating new schemes.1.3In case of: Distribution OpsExecute operational processes across the following areas:OnboardingVerify that all Advisors, Brokers and Intermediaries are contracted, onboarded, and compliant to FAIsrequirements, and that the correct processes were followed .Terminations and recoveriesProcess debt repayments.Process internal and external recoveries.Conduct advisor debt search via the portal.Make recommendations for litigations.Process write-offs for advisor / broker debt.Process terminations of traditional brokers, broker reps and agencies, MORs, and Sanlam affiliatedrepresentatives.Conduct agency compliance and fraud checks.Perform administration relating to pension.Complete agency balance statements.Process Franchise closure processes.ReplacementsHandle internal and external replacements processes as per policy replacement standard.CommissionsAccurate calculation of commissions, administration of loans and advances.2.ReportingCompile data and information to inform reporting. Where required, support the Team Leader to compilesections of reports. QualificationsMatric (Grade 12)Diploma or degree in related field will be advantageous KnowledgeIn-depth understanding of industry standardsWorking knowledge of products and services (advantageous)Knowledge of regulatory and compliance frameworks would be advantageousCustomer engagement principles Experience2 - 3 Years experience in an administrative capacity in an operational environment.Experience in the insurance industry would be advantageous.Demonstrated client engagement experience.Experience working on office management or task management systems (MS Outlook / Teams / Jira /etc.) Personal Attributes Plans and aligns - Contributing independently Interpersonal savvy - Contributing independently Communicates effectively - Contributing independently Optimises work processes - Contributing independently Build a successful career with usWexe2x80x99re all about building strong, lasting relationships with our employees. We know that you have hopes for your future xe2x80x93 your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters xe2x80x93 Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office xe2x80x93 the group provides many opportunities for growth and development. Core Competencies Being resilient - Contributing independently Collaborates - Contributing independently Cultivates innovation - Contributing independently Customer focus - Contributing independently Drives results - Contributing independently Turnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

JTJ Group