Collections Agent at Liberty Group South Africa

Purpose

• To process premium collection financial transactions accurately and timeously.. Reconciles and splits accounts to ensure correct allocations and conducts investigations into queries and troubleshoots problems.

Minimum Experience

Minimum Qualifications

• Further Education and Training Certificate (FETC) [NQF Level 04] in Finance Economics and Accounting

Additional Minimum Qualifications

Outputs

Process

• Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
• Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
• Reconcile accounts and checks for accuracy in line with procedural guidelines.
• Conducts daily system enrichments of all payments received into the stop order account.
• Investigates root cause of processes not working and implements new suggestions.
• Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
• Proactively identify problems, apply known solutions and escalate more difficult problems.
• Plan for task execution and adjust priorities against an established plan.

Customer

• Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.

Finance

• Contribute to the effective and efficient administration of operational costs within budget, identify areas of financial risk and escalate.
• Identifies payments received into Liberty's stop order account for respective Companies. Follows up with the bank on unidentified payments to get more information to trace the payment to the payee.
• Confirms payment made by companies. Keeps records of communication and follow ups and conducts write-offs according to audit rules. Liaises with Finance and provides feedback on all outstanding amounts.
• Adhere to specified standards, policies and procedures to prevent potential losses/wastage.

Learning and Growth

• Contribute positively to own area-specific knowledge improvement.

Governance

• Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

Competencies

Liberty Values

Technical Competencies

• Financial Control (Basic)
• Calculations (Intermediate)
• Financial Administration (Basic)
• Financial Acumen (Basic)

Behavioural Competencies

• Organisation and Attention to Detail (Basic)
• Interpersonal Effectiveness (Basic)
• Problem Solving and Analysis (Basic)
• Teamwork and Cooperation (Basic)
• Communicating with Impact (Basic)
• Customer Orientation (Basic)