Key Purpose
The Key Purpose of this role is to process annual reviews on Group Risk policies within the month of the review date and to handle all queries relating to any of the above with external and internal clients.
Areas of responsibility may include but not limited to
Rate review - Receive allocations from Team Leader and perform rate change per SOP.
Renewals - Check on Paradigm to ensure that renewals have ran on the system and was processed.
Ensure that the review reports and pre-renewal reports match.
Notify Pricing if there are any differences between the pre-renewal and renewal and if rounding issues are picked up to ensure Pricing completes rate fix.
Liaise with Franchise and Servicing Consultants to clarify any queries that might arise from the renewal.
Check Compass to ensure there are no systems issues on renewals that have not been processed. Liaise with Systems on errors and issues on renewals
Address and resolve rate-related queries received from the Billing team and Servicing Consultants.
Compile weekly stats showing progress of outstanding work and to ensure on track to meet month-end SLA.
Where required, assist co-workers.
Send out MBS Communication to Brokers.
Process and assist with monthly/wrap up commission where required
Personal Attributes
High Sense of urgency and understanding of efficient and effective client service
High EQ
Excellent communication skills, verbal and written
Action orientated
Career Ambition
Strong Interpersonal skills
Customer focus
Peer relationships
Takes initiative
Decision making
Ability to work independently and within a team environment
Problem solving
Judgement
Education and Experience
NQF Level 6 qualification
3 to 5 years working experience within a Group Life Administration environment
Excellent written and verbal communication skills in English
Intermediate computer literacy in Microsoft Office