Finance Clerk at Santam Insurance

What will you do?

• Collection of premiums from Intermediaries and clients
• Financial transaction processing including bordereaux preparation, inspection, investigation of variances, importing, receipting and allocation of brokers bordereaux and review for accuracy
• Reconciliation of cashbooks and premiums
• Resolving queries on outstanding premiums and commissions with business partners
• Send unpaid notifications for debit order policies to brokers and monthly brokers statements for due/outstanding premiums
• Follow up on outstanding premiums and cancellation of policies
• Monitoring the detailed age analysis to ensure that payments are up to date
• Processing of refunds and broker transfers
• Assist with claims reconciliations, uploading claims suppliers, checking of banking details and premium confirmations
• Optimizing processes
• Implement and maintain accurate financial information
• Relationship building
• Assisting with queries and providing back-up support where required
• Gathering of sample data for audits
• Generating of SASRIA coupons on the SASRIA portal

Knowledge and Skills

Skills

• Attention to detail
• Must have analytical ability and be able to analyse data in order to solve problems and provide appropriate solutions
• Strong client service orientation
• Ability to work under pressure
• Dead-line driven
• Excellent communication skills – all levels.
• Must be Computer Literate (MS Excel, & Word and email).

Qualification and Experience

• Matric 
• Minimum 2 years of working experience in a financial environment/credit control would be an advantage
• Accounting Knowledge
• Reconciliation experience

Competencies

• Planning and organizing
• Team Player
• Learning and researching
• Applying expertise and technology
• Analytical skills, results-oriented approach
• Problem-solving skills
• Self-Confidence & Assertiveness
• Pro-active & achievement orientation
• Producing innovative solutions
• Adapting to changing environment
• Communication/interpersonal skills
• Adhering to principles and values
• Working well in diverse environment
• Delivering results and managing customer expectations