Finance Clerk

1 month ago

Johannesburg, South Africa Sanlam Full time

Finance Clerk

Date: 14 Nov 2024
Location:

Johannesburg, Gauteng, ZA

Company: Sanlam Group

What will you do?

Echelon a division of Santam has an opening for a Finance Clerk , who will be based in Johannesburg, Wanderers office.

What will you do?

- Collection of premiums from Intermediaries and clients
- Financial transaction processing including bordereaux preparation, inspection, investigation of variances, importing, receipting and allocation of brokers bordereaux and review for accuracy
- 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
- Follow up on outstanding premiums and cancellation of policies
- Monitoring the detailed age analysis to ensure that payments are up to date
- Processing of refunds and broker transfers
- Assist with claims reconciliations, uploading claims suppliers, checking of banking details and premium confirmations
- Optimizing processes
- Implement and maintain accurate financial information
- Relationship building
- Assisting with queries and providing back-up support where required
- Gathering of sample data for audits
- Generating of SASRIA coupons on the SASRIA portal

Knowledge and Skills

Skills

- Attention to detail
- Must have analytical ability and be able to analyse data in order to solve problems and provide appropriate solutions
- Strong client service orientation
- Ability to work under pressure
- Dead-line driven
- Excellent communication skills – all levels.
- Must be Computer Literate (MS Excel, & Word and email).

Qualification and Experience

- Matric
- Minimum 2 years of working experience in a financial environment/credit control would be an advantage
- Accounting Knowledge
- Reconciliation experience

Competencies

- Planning and organizing
- Team Player
- Learning and researching
- Applying expertise and technology
- Analytical skills, results-oriented approach
- Problem-solving skills
- Self-Confidence & Assertiveness
- Pro-active & achievement orientation
- Producing innovative solutions
- Adapting to changing environment
- Communication/interpersonal skills
- Adhering to principles and values
- Working well in diverse environment
- Delivering results and managing customer expectations

Our commitment to transformation

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia.

Our success is rooted in our passion for our clients and everything we do is centered on our delivery of Insurance Good and Proper. We’re about people. People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees.

At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.

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