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At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day. Since 1957 we’ve grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment, insurance and health products. Our thirst for kn...
Purpose
To calculate commission through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Minimum Experience
1 - 2 years experience in a similar environment
Minimum Qualifications
Further Education and Training Certificate (FETC) [NQF Level 04] in Office Administration
Additional Minimum Qualifications
Process
Contribute to the provision of a comprehensive admin. service through the correct interpretation and application of procedures to optimise delivery.
Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
Calculate and or obtain commissions calculations through liaison with other departments both verbally and in writing.
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
Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.
Finance
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
Basic Financial Management
Financial Acumen
Product Related System Application
Query resolution
Verbal & written communication
Technical Competencies
Financial Control (Basic)
Financial Administration (Intermediate)
Financial Acumen (Basic)
Standard operating procedure compliance (Intermediate)
Mathematical Literacy (Fundamental) (Intermediate)
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)
Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group's Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.
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