High Performance Centre Administrator

Description

• The successful candidate will be required to efficiently and effectively administer all New Business submitted, client after care admin requests
• Whilst doing effective record keeping of submitted, accepted, returned and declined new business and admin. Providing timely and professional feedback to intermediaries or within the department

Duties

• Quote and application and supporting documentation uploads
• Identify and request any outstanding requirements from intermediaries/clients
• Scanning and uploading of requirements received when requested
• File creation and preparation for clients
• Arrange for medicals
• Portfolio reviews
• Requesting tax and contribution certificates
• Accurate and timely investigations and feedback to intermediary and stakeholder queries
• Proactive lapse management
• Professional and well-structured communication of requirements and follow ups
• Policy maintenance
• Identify and request any outstanding requirements from intermediaries and internal staff
• Submit maintenance alteration requests on policies
• Prepare import excel sheets for scheme retirement policy increase
• Draw portfolio slip for all completed requests
• Effective administration of all incoming requests, google doc’s and requirements
• Requesting contracts to clients and portfolio slip when required
• Administration of requirements for new business, underwriting, claims and admin.
• Verifying and signing of recognition of transfers documents
• Risk identification in all processes of onboarding and amendments on policies
• Identification of problems
• Identify any process gaps or where it can be improved
• Quote packages: Sanquote /Office Quote
• Verification of data captured versus documentation submitted
• Identify and request any outstanding FIA source documentation for entities
• Report any discrepancies picked up to management and the compliance department

Requisites

• Qualifications and Experience:
• Grade 12
• Diploma in Business Administration will be an advantage
• Minimum of 3 years working experience in Insurance industry, New Business and Admin environment
• Good product and system knowledge will be an advantage
• Knowledge of Sanlam’s support services and administration processes
• Knowledge and Skills:
• Excellent English (verbal & written) language skills
• One Local Namibian language will be a competitive advantage.
• Intermediate administration, recording keeping and data management
• Basic Mathematics calculations will be required
• Proficient in Microsoft Office, Company’s software, TE, Sanport, Sanfin
• Personal Attributes:
• Plans and aligns - Contributing dependently
• Communicates effectively - Contributing dependently
• Action orientated - Contributing dependently
• Optimises work processes - Contributing dependently
• Core Competencies:
• Being resilient - Contributing dependently
• Customer focus - Contributing dependently
• Collaborates - Contributing dependently
• Cultivates innovation - Contributing dependently
• Drives results - Contributing dependently

Notes

• Only shortlisted applicants will be contacted