Overview
Insurance Administrator, Finance & Banking Jobs in Johannesburg, South Africa at ExecutivePlacements.com
Insurance generalist – prior experience and knowledge of Discovery Invest will be beneficial. Strong focus on Investment department of the brokerage:
Will assist with the following in role:
Responsibilities
- Distribution of investment proposals to clients
- Collect outstanding information from clients: FICA documents, risk profile analyser completion, client details etc.
- Invest new business
- Preparing documents on e-signing portal for client signature
- Submission to franchise once signed paperwork is received
- Tracking of case to ensure activation, accuracy and finalisation
- Confirmation to client of new business activation
- Saving all correspondence to the atWORK system
- If paperwork has been manually signed, send clients copies and upload to CRM system
- Invest servicing interactions
- Submission of and tracking of servicing interactions on client investments
- Processing functions and paperwork: for example:
Premium holidays, re-in statements, change of contributions, switches, offshore withdrawals (manual process) - Confirmations of finalisations – confirmation of premium changes, switch finalisations, ACI removals, welcome packs, activations
- Reverifications: AML requirements, request from clients, submit to Head Office
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Title: Insurance Administrator, Finance & Banking
Company: ExecutivePlacements.com
Location: Johannesburg, South Africa
Category:
