Premium Administrator
7 months ago
**Introduction**
To provide clerical and administrative services to ensure efficient, timely and accurate billing to policyholders in individual and corporate schemes.
**Role Purpose**
To provide clerical and administrative services to ensure efficient, timely and accurate billing to policyholders in individual and corporate schemes.
**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 policy termination instructions from members and corporates within 2 working days of receipt
- Identifying premium payments and assigning them for allocation
- Allocating of such payments to and reconciling the payment against, the relevant corporate’s membership detail on Magpi by the communicated deadline date
- 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 alia_ premiums not received, unallocated deposits, reconciliation status, etc.
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
- A mature approach to dealing with work tasks and challenges
- A ‘can-do’ attitude with the ability to refrain from getting involved in office politics
- 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
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