Finance & Admin Clerk at Bidvest Insurance

Position Overview

• The Finance and Admin clerk is responsible for processing financial transactions, maintaining records, reconciling accounts, and assisting with budgeting and reporting. This position helps maintain compliance with financial policies, promotes organisational efficiency, and contributes to the overall effectiveness of the finance and administrative functions.

Experience and Education

• 2 to 3 years in a finance or administrative support role within short term insurance industry
• National Senior Certificate (Matric)
• Certificate or Diploma in Accounting, Finance or related field
• Bookkeeping certifications (e.g., Basic Accounting, Pastel, or similar) will be beneficial

General Skills

• Able to work unsupervised and to take initiative.
• Conflict handling
• Delivering results and meeting customer expectations
• Exposure to working within a high-performance working environment.

Key Responsibilities and Duties

• Generate statements for comprehensive policies from Synaptic and handover to creditors clerk
• Ensure 3rd party calculation is sent to suppliers timeously
• Ensure invoice is received and payment is made timeously
• Allocate payment against creditors
• Prepare journals for 3rd party payments
• Prepare individual 3rd party reconciliation to sub-ledger
• Ensure all comprehensive policies are loaded prior to month end
• Ensure all queries relating to loading Comprehensive policies are resolved timeously
• Ensure sales files are checked and completed, providing final sales files to business for sign off from outbound manager.
• Ensure cancellations are processed timeously within 3 days of receipt of insurer or client request.