HPC Administrator

Description

• The successful candidate will be required to efficiently and effectively administer all New business submitted, client after care and administration requests
• Effective record keeping of submitted, accepted, returned and declined new business administration
• 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
• Effective client service to stakeholders
• 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
• Prepare quotation alterations and upload supporting documentation
• 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
• Verifying and signing of recognition of transfer documents
• Risk identification in all processes of onboarding and amendments on policies
• Identification of problems
• Identify and discrepancies picked up to management and the compliance department
• Report any discrepancies picked up to management and the compliance department

Requisites

• Grade 12
• Diploma in Business Administration will be an advantage
• Minimum of 3 years working experience in Insurance industry, New Business and administration environment
• Good product and system knowledge will be an advantage
• Knowledge of Sanlam's support services and administration processes

Notes

• Only shortlisted applicants will be contacted