Job Description
- Mailbox and Administrative Management:
- Manage the administrative mailbox, responding to inquiries and taking necessary actions.
- Issue invoices in bulk or on an individual request basis.
- Email payment receipts to clients as required.
- Receive and allocate payment confirmations.
Client and Broker Support:
- Respond to broker and administrator queries regarding:
- Payment receipts and follow-ups.
- Providing the last four digits of credit card details.
- Issuing new payment links and one-off payment links.
- Adjusting premium frequency as requested.
- Investigating and advising on issues preventing payment mandate establishment.
Debtor Management:
- Send reminders for outstanding monthly premiums.
- Regularly check the debtor list to ensure reminders are sent before policies lapse due to non-payment.
- Schedule policy cancellations as necessary.
- Handle Declaration of Insurability cases where policies have lapsed due to non-payment, but the client wishes to reinstate coverage.
- Investigate and resolve failed payment issues through Flywire, ensuring timely client and broker updates
- Execute on full group bookkeeping function (incl. fixed asset registers, bank recons, inter companies, etc.) on Sage Intaact.
Skills:
- Strong organizational skills and attention to detail.
- Excellent written communication and email etiquette.
- Ability to manage deadlines effectively and work independently.
- Self-motivated with a proactive approach to problem-solving.
- Prior experience in life insurance administration covering the above responsibilities.
Qualifications and Certifications:
- Bcom Accounting degree (Advantageous)
- Minimum of 5 years of experience in a similar finance role
- Proven experience with VAT and tax management.
Employment Details
Employment Type:
Contractor
Industry:
Insurance
Work space preference:
Hybrid (Home & Onsite)
Ideal work province:
Gauteng
Ideal work city:
Sandton
Salary bracket:
R 45000 – 50000
Drivers License:
CODE B (Car)
Own car needed:
Yes
Safe & secure application process
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