Job Description

Introduction

To provide clerical and administrative services to ensure efficient, timely and accurate billing to policyholders in individual and corporate schemes.

Disclaimer

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Role Purpose

Ensuring that the principles and outcomes of TCF (Treating Customers Fairly) are practised and achieved in all duties performed and services provided to Admed customers.

Requirements

Matric
Office administration or bookkeeping qualification (certificate / diploma)
At least 2 years' premium administration or basic bookkeeping experience
At least 2 years MS Office experience (Outlook, Word, Excel)

Duties & Responsibilities

Processing of continuation forms on the Owls administration system and sending of policyholder documentation immediately;
Processing of policy termination instructions from members and corporates within 2 working days of receipt;
Assigning premium payments that has been uploaded daily;
Allocating of such payments and reconciling the payment against, the relevant corporate's membership detail on Owls within 5 days of receipt;
Once each reconciliation is complete, immediately sending of billing statement to respective corporate client;
Performing credit control activities by regularly following up on outstanding premiums from corporate clients and timeously liaising with the appointed broker where necessary;
Reporting to the Premiums Manager on a regular basis in respect of inter aliapremiums not received, unallocated deposits, reconciliation status, etc.;
Where required, processing of debit order application forms within 2 working days of receipt;
Processing membership and premium adjustments where required and within stipulated turnaround times.
Preparing of manual premium refunds where necessary and in accordance with stipulated turnaround times;
Liaising with customers in respect of premium and membership queries and complaints, with a view to investigating and solving such queries and complaints efficiently, to the client's satisfaction;
Where capacity necessitates, providing support to the front office team for overflow work;
Ensuring that the principles of TCF are delivered across every function performed, with a specific focus on the achievement of TCF Outcome 6 (Customers do not face unreasonable post-sale barriers to change product, switch provider, submit a claim or make a complaint).

Competencies

Deadline and customer service driven
Comfortable liaising with brokers and policyholders
Resilience and ability to work under pressure
Strong sense of responsibility and ownership to ensure that all required work activities are completed within stipulated timeframes
Good verbal and written communication skills
Organized and focused
Strong sense of teamwork and willing to go the extra mile when work pressure and volumes necessitate this additional input
Attention to detail and accurate
Computer literate
* Disciplined and strong time management skills