Reallocations Agent at Liberty Group South Africa

Purpose

• To process premium collection financial transactions accurately and timeously.. Reconciles and splits accounts to ensure correct allocations and conducts investigations into queries and troubleshoots problems.

Minimum Experience

Minimum Qualifications

• Further Education and Training Certificate (FETC) [NQF Level 04] in Finance Economics and Accounting

Additional Minimum Qualifications

Outputs

Process

• Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
• Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
• Reconcile accounts and checks for accuracy in line with procedural guidelines.
• Conducts daily system enrichments of all payments received into the stop order account.
• Investigates root cause of processes not working and implements new suggestions.
• 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.