Premium Administrator - Sandton at Momentum Metropolitan Holdings Limited

Role Purpose    

• To provide clerical and administrative services to ensure efficient, timely and accurate billing to policyholders in individual and corporate schemes.

Requirements    

• Matric
• Office administration or bookkeeping qualification (certificate / diploma)
• At least 2 years’ premium administration or basic bookkeeping experience
• At least 2 years' MS Office experience (Outlook, Word, Excel)

Duties & Responsibilities    

• Processing of policy termination instructions from members and corporates within 2 working days of receipt
• Identifying premium payments and assigning them for allocation
• Allocating of such payments to and reconciling the payment against, the relevant corporate’s membership detail on Magpi by the communicated deadline date
• Once each reconciliation is complete, immediately sending of billing statement to respective corporate client
• Performing credit control activities by regularly following up on outstanding premiums from corporate clients and timeously liaising with the appointed broker where necessary
• Reporting to the Premiums Manager on a regular basis in respect of inter alia premiums not received, unallocated deposits, reconciliation status, etc.
• Where required, processing of debit order application forms within 2 working days of receipt
• Processing membership and premium adjustments where required and within stipulated turnaround times
• Preparing of manual premium refunds where necessary and in accordance with stipulated turnaround times
• Liaising with customers in respect of premium and membership queries and complaints, with a view to investigating and solving such queries and complaints efficiently, to the client’s satisfaction
• Where capacity necessitates, providing support to the front office team for overflow work
• Ensuring that the principles of TCF are delivered across every function performed, with a specific focus on the achievement of TCF Outcome 6 (Customers do not face unreasonable post-sale barriers to change product, switch provider, submit a claim or make a complaint)

Competencies    

• Deadline and customer service driven
• Comfortable liaising with brokers and policyholders
• A mature approach to dealing with work tasks and challenges
• A ‘can-do’ attitude with the ability to refrain from getting involved in office politics
• Resilience and ability to work under pressure
• Strong sense of responsibility and ownership to ensure that all required work activities are completed within stipulated timeframes
• Good verbal and written communication skills
• Organized and focused
• Strong sense of teamwork and willing to go the extra mile when work pressure and volumes necessitate this additional input
• Attention to detail and accurate
• Computer literate
• Disciplined and strong time management skills