RESPONSIBILITIES
Administration
Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
Data Collection and Analysis
Perform basic data entry tasks, including data verification.
Data Management
Support others by working on a variety of data management tasks. Provide Claims Assessors with the necessary assistance in gathering information/documents as and when required.
Document Preparation
Use standard office software to carry out basic formatting on letters, memoranda and routine reports.
Handling Enquiries and Correspondence
Answer the telephone and assist callers or those making varied enquiries by email or mail with any basic requests for information, directing more complex matters to colleagues as necessary.
External Communication
Create positive experiences for clients by interacting courteously with them.
Customer Service
Carry out standard customer service activities and handle simple customer enquiries.
BEHAVIORAL COMPETENCIES
Decision Quality
Makes good and timely decisions that keep the organization moving forward. For example, knows when to act independently and when to escalate issues.
Manages Complexity
Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems.
Plans and Aligns
Plans and prioritizes work to meet commitments aligned with organisational goals.
Customer Focus
Builds strong customer relationships and delivers customer-centric solutions.
Communicates Effectively
Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences.
Ensures Accountability
Holds self and others accountable to meet commitments.
Drives Results
Consistently achieves results, even under tough circumstances.
Being Resilient
Rebounds from setbacks and adversity when facing difficult situations.
Manages Conflict
Handles conflict situations effectively, with a minimum of noise.
Collaborates
Builds partnerships and works collaboratively with others to meet shared objectives.
SKILLS
Verbal Communication
Use clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
Policy and Regulation
Interpret and apply knowledge of laws, regulations and policies in area of expertise.
Numerical Skills
Use an understanding of numerical concepts to perform mathematical operations such as report analysis.
Computer Skills
Support business processes by understanding and effectively using standard office equipment and standard software packages.
Assessment
Analyse data from multiple sources to draw appropriate conclusions and make suitable recommendations.
Data Collection and Analysis
Analyse data trends for use in reports to help guide decision making.
Compliance
Achieve full compliance with applicable rules and regulations in management and/or operations.
EDUCATION
General Education
Matric / Grade 12/ SAQA Accredited (Essential)
Equivalent Regulatory exam 5 (Essential)
EXPERIENCE
General Experience
1 - 2 years working experience in the life/funeral insurance industry, preferably within an administrative function (Essential)
ADDITIONAL INFORMATION
Financial Sector Conduct Authority (FSCA) competency requirements: FAIS recognized qualifications / Regulatory Examinations / Class of Business Certification and/or CPD according to your DOFA (where applicable). As a registered Financial Service Provider, we are mandated to ensure that all our representatives are and remain fit and proper at all times. By applying for this role, you consent to having your relevant qualification and or accreditation or confirm that you are working towards meeting the competency requirements. You further consent to the relevant information being verified.
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