Financial Services Coordinator

1 week ago


Johannesburg, Gauteng, South Africa Santam Insurance Full time
Job Title: Financial Services Coordinator

We are seeking a highly skilled Cash Management Associate to join our team at Santam Insurance. This is an exciting opportunity for the right candidate to make a significant impact in the financial services industry.

About the Role:

The successful candidate will be responsible for managing and reconciling cash transactions, as well as performing various financial tasks such as premium collection and payment processing. The ideal candidate will have excellent analytical skills, attention to detail, and strong communication abilities.

This role involves working under pressure to meet deadlines and maintaining accurate records. The ability to work independently and as part of a team is essential for success in this position.

Responsibilities:
  • Collection of premiums from intermediaries and clients
  • Reconciliation of cashbooks and premiums
  • Resolving queries on outstanding premiums and commissions with business partners
  • Send unpaid notifications for debit order policies to brokers and monthly brokers statements for due/outstanding premiums

In addition to these responsibilities, the successful candidate will also assist with claims reconciliations, upload claims suppliers, check banking details, and provide premium confirmations. A key aspect of this role is optimizing processes to improve efficiency and accuracy.

Requirements:
  • Matric qualification
  • Minimum 2 years of working experience in a financial environment/credit control would be an advantage
  • Accounting knowledge and reconciliation experience
What We Offer:

As a Cash Management Associate, you can expect a competitive salary of R250,000 - R300,000 per annum, depending on your level of experience. Our company offers a dynamic and supportive work environment, opportunities for career growth, and a comprehensive benefits package.



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