IFA and Referrals Operational Specialist
3 weeks ago
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- Job by industries
Requirements
- Matric
- Post Grad degree or diploma in Computer Sciences or Commerce
- 3 years Short-term Insurance experience
- Proficient in MS Office (Word, Excel, PowerPoint, and Outlook)
- Working with intermediaries and their requirements and queries.
Duties & Responsibilities
Internal Collaboration:
- Effective and consistent service delivery and support to all internal clients.
Internal Process:
- Ensure broker commission and LRA queries are escalated and followed up
- Investigation of enquiries with Customer support and MDS
- Resolve all enquiries according to need identified per enquiry including commission and referral queries and payments to stakeholders
- Create and distribute once-off LRA monthly fee statements once payments are made
- Inform managers of the status of all enquiries
- Assist with ad-hoc audits/investigations
Contract Management:
- Broker agreements administration with MDS as well as ad-hoc payment enquiries.
- Lead Referral agreement administration on Premia and AS 400.
Reporting:
- Submit monthly data/stats reports to manager on time and per agreed specifications
Values:
- Live the Momentum values
- Value assessment results at an acceptable level
Performance and Development:
- Manage own performance and development by ensuring performance contract in place
- Have quarterly performance review discussion with manager
- Have updated and signed personal development plan in place
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