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 clientsFinancial transaction processing including bordereaux preparation, inspection, investigation of variances, importing, receipting and allocation of brokers bordereaux and review for accuracyReconciliation of cashbooks and premiumsResolving queries on outstanding premiums and commissions with business partnersSend unpaid notifications for debit order policies to brokers and monthly brokers statements for due/outstanding premiumsFollow up on outstanding premiums and cancellation of policiesMonitoring the detailed age analysis to ensure that payments are up to dateProcessing of refunds and broker transfersAssist with claims reconciliations, uploading claims suppliers, checking of banking details and premium confirmationsOptimizing processesImplement and maintain accurate financial informationRelationship buildingAssisting with queries and providing back-up support where requiredGathering of sample data for auditsGenerating of SASRIA coupons on the SASRIA portalKnowledge and SkillsSkillsAttention to detailMust have analytical ability and be able to analyse data in order to solve problems and provide appropriate solutionsStrong client service orientationAbility to work under pressureDead-line drivenExcellent communication skills – all levels.Must be Computer Literate (MS Excel, & Word and email).Qualification and ExperienceMatricMinimum 2 years of working experience in a financial environment/credit control would be an advantageAccounting KnowledgeReconciliation experienceCompetenciesPlanning and organizingTeam PlayerLearning and researchingApplying expertise and technologyAnalytical skills, results-oriented approachProblem-solving skillsSelf-Confidence & AssertivenessPro-active & achievement orientationProducing innovative solutionsAdapting to changing environmentCommunication/interpersonal skillsAdhering to principles and valuesWorking well in diverse environmentDelivering results and managing customer expectations
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