Financial Transaction Administrator at Hollard Insurance

Job Advert Summary    
Hello… an exciting new opportunity has just become available in our Hollard Life Solutions, Operations. We are looking to recruit a Financial Transactions Administrator within our Front Office Department to offer administrative support.

To handle customer enquiries of a financial nature relating to policies, including premiums, premium payment and Maturities & Surrenders.

• Will be responsible for administrative tasks, action requests received from policy holders and branches.
• Checking documents related to policy maintenance within the team as indicated by team lead
• Ensuring task completion within SLA.
• Providing first call resolution to client’s enquiry.
• Assisting with enquiries from walk-in clients, telephonic and written.
• Implementing instructions from Team Leader and general Management.
• Actively contributing towards team process improvements.
• Provide assistance with claim – amendments/alterations on all policies within business rules.

Required Knowledge and Experience    

• Previous experience within financial services industry an advantage.
• 3 years Life Insurance related experience.
• 2 years administration experience - financial/payments administration preferred.
• Life Insurance product knowledge: various policy wordings, business rules etc.
• Operational knowledge of relevant official authorities.
• Understanding of Call Centre environment.
• General Business acumen.
• Excellent telephonic skills, strong verbal and written communication skills.
• Computer Literacy is key (MS Word, Excel and Outlook).

Educational Requirements    

• Matric.
• Long-term FAIS Qualification/relevant post matric qualification.
• Certificate of proficiency.