Premier Relationship Officer

6 days ago

Pretoria, South Africa Pure Hearts Funeral Catering Services Full time

The role holder will be responsible for ensuring accurate and timely processing of policy premiums, policy changes, and related financial transactions. The role holder plays a critical role in managing premium administration processes, ensuring compliance with company policies and regulatory requirements, and providing excellent customer service to policyholders.

Ÿ Main Responsibilities

1. Operational

Ÿ Premium Processing: Receive and process policy premiums, ensuring accuracy and completeness of information, and adherence to established procedures and guidelines.

Ÿ Policy Reconciliation: Reconcile premium transactions and financial records to ensure accurate accounting and resolve any discrepancies in a timely manner.

Ÿ Ensure that contribution/transfers/premium collection is done efficiently and within the agreed deadlines.

Ÿ Liaise with the New business team, checkoffs and administrators to ensure correct payment schedules are received and updated in time.

Ÿ Ensure GWP/contribution collection targets are met.

PURE HEARTS

Ÿ Ensure accurate and timely allocation and approval of contributions/transfers/premium received.

Ÿ Timely communication and follow up with clients, agents on contribution/premium arrears.

FUNERAL CATERING

assigned bank accounts.

Pure Hearts is an authorised Financial Services Provider FSP 54103

Ÿ Regularly run reports on efficiency of various modes of payments and provide daily activity and other reports as required by Management.

Ÿ Respond to all customer queries or inquiries within the TAT of 48 hrs.

Ÿ Process Improvement: Identify opportunities for process improvement and efficiency

enhancement within premium administration processes. Collaborate with relevant stakeholders to implement changes and streamline operations. Improve manual processes through automation and comply with the internal controls in place.

Ÿ Any other duty as may be assigned by your line manager or head of department. 2. Corporate Governance

Ÿ Ÿ Ÿ

Compliance: Stay updated with insurance regulations and underwriting best practices to ensure compliance with industry standards

Adherence to the laws and regulations of South Africa, the policies and regulations within the insurance industry and all internal company policies and procedures.

Ensuring compliance with applicable statutory and regulatory requirements and establishing mitigation measures against emerging business risks.

3. Culture

Ÿ Fostering a corporate culture that promotes ethical practices and good corporate citizenship while maintaining a conducive work environment.

Ÿ Collaborate with cross-functional teams to develop initiatives that promote a positive and inclusive company culture.

Ÿ Individualized Development Planning: Create personalized development plans that align with your career aspirations and the organization's objectives.

Key Competencies

1. Attention to Detail. Ability to work with precision and accuracy, ensuring thoroughness in premium processing and data entry.

2. Analytical Thinking. Strong analytical skills to review premium-related data, identify discrepancies, and resolve issues.

3. Customer Focus. Commitment to providing exceptional customer service, understanding customer needs, and delivering timely and accurate solutions.

4. Communication. Effective verbal and written communication skills to interact with internal and external stakeholders, explaining premium-related processes and resolving inquiries.

5. Problem-Solving. Ability to identify and resolve premium-related issues, exercise good judgment, and make sound decisions within established guidelines.

6. Time Management. Excellent organizational skills to manage multiple tasks, prioritize workload, and meet deadlines.

Academic Background & Relevant Qualifications

1. Diploma in Accounting

2. Bachelor’sdegreeinInsurance,Finance,Businessoranyotherrelatedcoursewillbeanadded advantage.

3. Minimum 1-2 years’ experience in a similar role

quoting the Job Reference Number and Position by 28 February2025.

Pure Hearts is an authorised Financial Services Provider FSP 54103

Pay: R6 000,00 - R7 500,00 per month

Work Location: In person

Application Deadline: 2025/03/01

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