Job Description

Our client in the Insurance industry is currently looking for a Short-Term Administrator, in Durbanville.

Responsibilities:

• To support the smooth running of offices by carrying out clerical tasks and projects.
• Assist brokers in obtaining quotes when necessary.
• Assure that quotations are accurate, that client information provided by the broker and/or client is accurate, and that the client information is loaded into the necessary systems.
• Ensure that feedback is provided to all parties. (i.e., client and brokers are informed of the status of the request)
• Maintain responsibility for all client requests received as the primary responsible person to ensure that they are handled professionally and in accordance with the SLA.
• Ensure that the client data meets the requirements of FICA.
• Maintain all correspondence on and in accordance with prescribed systems and/or procedures.
• Provide compliance assistance to brokers.
• The creation and update of client records should be focused on high quality and quantity of data.
• Maintain a continuously updated client database.
• Send daily birthday reminders to clients and SMS messages when necessary.
• Follow up with the broker regarding outstanding client information or compliance requirements.
• Remind financial advisers to review and renew their contracts on a monthly basis.
• Capture annual customer review dates to assist brokers in reviewing the customer base.
• Provide reminders to brokers regarding upcoming reviews and renewals.
• Ensure that all processes are executed on WorkPool and completed within the specified timeframe.
• Ensure that all follow-up tasks are completed daily, and that feedback is documented.
• Ensure that all fields are filled out and that all information is true and accurate to enable the compilation of reports.
• Ensure that all tasks are completed on time or within the service level agreement.
• Make sure Workpool is checked daily and that any compliance issues are addressed.
• Communicate weekly with brokers regarding tasks that are pending (in progress)
• Make sure that clients (advisers) receive high-quality service.
• The adviser should be treated as a client.
• Achieve alignment between adviser expectations and the Memorandum of Understanding (Annexure A) and selected service model in accordance with the Advisor Agreement.
• Initiate and execute the referral process in the SFP Centre of Excellence (COE)
• The relationship with all Financial Advisers must be professional.
• Make sure there is a referral agreement in place.
• Ensure that the referral form is completed with all the relevant information and signed by the appropriate individual.
• WorkPool workflow to be followed.
• Referrals should be forwarded to SSS for signature.
• Referral actions must be linked to the appropriate task.
• Follow-up on the completion of the referral by the SSS in accordance with the SLA.
• Complete the task within the SLA by obtaining confirmation from SSS and linking it to the correct task.

• RE5 xe2x80x93 Advantageous.
• 1-2 yearsxe2x80x99 relevant Healthcare Administration work experience.
• Strong administrative skills.
• Systems, policy, and industry knowledge.
• Proficient in both spoken and written English, and Afrikaans.
• Computer literacy (Microsoft Office)

• Dependent on experience and qualification.

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