New Business Analyst

Description

• Managing and addressing all inquiries received through email
• This includes the task of enteringprimary data onto the designated system for the purpose of logging and record-keeping
• Additionally, the Business Analyst is tasked with verifying member eligibility and/or assigning andscanning tasks to different specialists for further handling and resolution

Duties

• Keeping within service level standards to render good service to our advisors; agents; brokers and other internal customers
• Provide professional and comprehensive feedback to clients through email or telephone communication; this includes ensuring that all inquiries are addressed accurately and that the information provided to the client is technically correct
• Additionally, it is important to maintain a high level of productivity during office hours to effectively meet the demands of the job
• Effective Client Service to stakeholders
• Accurate and timely investigations and feedback to intermediary and stakeholder queries
• Effective administration of baskets, google doc’s and requirements
• Sending of contracts to clients and portfolio slip when required
• Testing as required on Thought Express and new systems introduced
• Identification of problems and logging thereof to the systems support team internal/external that they are not able to fix
• Verification of data captured versus documentation submitted
• Identify and request any outstanding FIA source documentation for entities
• Pre-work on incoming risk claims
• Logging of all incoming risk claims to a risk claim specialist
• Processing maintenance alteration requests on policies
• Verification of data captured for quotation alterations versus documentation submitted
• Auxiliary duties as required by Management

Requisites

• Qualification and Experience:
• Grade 12 or Equivalent
• Diploma in Business administration will be an added advantage
• Minimum 3 years relevant experience in the new business and/or claims environment
• Knowledge and Skills:
• Excellent administrative skills
• Absolute proficiency in English (verbal and written)
• MS Office (Word, Outlook, Excel & Powerpoint) and Company’s software
• Extensive knowledge and experience of the Life insurance industry
• Ability to meet deadlines
• Ability to work in team related environment
• Problem identification and problem-solving skills
• Accurate and organised
• Reliable, hardworking and accountable Ability to work under immense pressure
• Personal Attributes:
• Plans and aligns - Contributing dependently
• Communicates effectively - Contributing dependently
• Action orientated - Contributing dependently
• Optimises work processes - Contributing dependently

Notes

• Only shortlisted applicants will be contacted