New Business Administrator

Description

• The purpose for this position is to ensure quality underwriting on all products by management of risk (financial and health) of the companies’ business, accurately capture data and process all the administrative tasks to support the sales process according to agreed standards and turnaround times. Provide excellent customer service to both internal and external clients

Duties

• Accurately capture and check new business documentation align with business process and legislative requirements
• Follow up on outstanding information and documentation to complete application
• Collate, compile and distribute documents to the required standards within defined timeframes
• Ensure files are kept in order and easily accessible
• Maintain and control an effective office administration system
• Attend to all calls and queries in order to provide an excellent client experience Screen and route all calls received to appropriate parties
• Accurately escalate client complaints and queries to the relevant department
• Distribute documentation to the relevant stakeholder within the agreed timeframes
• Providing feedback of trends and practices and breaches in the compliance requirement of business submitted
• Improve, implement and maintain standardised new business processes and procedures
• Ensure that all service level agreements are adhered to
• Client Services Investigate client queries within the agreed service level and ensure that client receives timeous feedback and escalate client queries to the relevant department or stakeholder
• Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets
• Through honesty, trust and respect provide authoritative, expertise and advice to clients and stakeholders
• Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services
• Deliver on service level agreements and made with clients and internal and external stakeholders in order to ensure that client expectations are managed
• Make recommendations to improve client service and fair treatment of clients within area of responsibility Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service People Develop and maintain productive and collaborative working relationships with peers , clients and stakeholders
• Positively influence and participate in change initiatives
• Continuously develop own expertise in terms of professional, industry and legislation knowledge
• Contribute to continuous innovation through the development, sharing and implementation of new ideas
• Take ownership for driving career development
• Effectively manage time and ensure optimal productivity
• Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements
• Be selfconfident, selfmotivated and relentlessly pursue targets and goals
• Finance Identify solutions to enhance cost effectiveness and increase operational efficiency
• Manage financial and other company resources under your control with due respect
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum

Requisites

• 02 years administrative experience in sales or similar environment
• Formal Administration qualifications
• Grade 12 or equivalent
• Competencies:
• Team Working: Works participatively with others is democratic and encourages team contributions collaboratively involves others in decision-making
• Meeting Timescales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks
• Checking Things: Is meticulous in finding errors ensures accuracy by being thorough and checking details produces high quality work by being detailed
• Following Procedures: Conforms and adheres to rules closely follows instructions and procedures minimises risks by sticking to processes
• Managing Tasks : Manages tasks by being organised and methodical plans activities systematically sets priorities for tasks
• Upholding Standards: Behaves ethically and justly is discreet and maintains confidentiality meets commitments by acting with integrity
• Producing Output: Is focused on activity and works quickly keeps busy and maintains productivity is comfortable multi:tasking to produce output
• Taking Action: Takes action to make things happen uses initiative to start things up shows drive and invests personal energy
• Team Working: Works participatively with others is democratic and encourages team contributions collaboratively involves others in decision-making
• Meeting Timescales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks
• Checking Things: Is meticulous in finding errors ensures accuracy by being thorough and checking details produces high quality work by being detailed
• Following Procedures: Conforms and adheres to rules closely follows instructions and procedures minimises risks by sticking to processes
• Managing Tasks: Manages tasks by being organised and methodical plans activities systematically sets priorities for tasks
• Upholding Standards: Behaves ethically and justly is discreet and maintains confidentiality meets commitments by acting with integrity
• Producing Output: Is focused on activity and works quickly keeps busy and maintains productivity is comfortable multitasking to produce output
• Taking Action: Takes action to make things happen uses initiative to start things up shows drive and invests personal energy
• Attention to detail Communication skills Planning and Organising skills Analytical Skills Time management
• Knowledge of business processes and rules Knowledge of relevant legislation

Notes

• Only shortlisted applicants will be contacted