Senior Accountant (JHB) at Santam Insurance

The role

• A position for a Senior Accountant exists in Santam Structured Insurance (Pty) Ltd – Risk Finance Division), based at our Alice Lane (Johannesburg) office.

What will make you successful in this role?

• Managing own area of control
• Electronic filing system is in place and maintained
• Timely Responses to email and telephonic messages.
• Ensure that accurate record is kept of all new matters received in the department.
• Maintaining professional behaviour and work ethic at all times
• Display personal accountability for own actions, quality of work and personal development
• Ensure that all internal end external deadlines are met.  
• Ensure that you maintain technical skills and keep up to date with latest legislation through internal and external training 
• Ensure that all relevant SOP’s and delegation of authority are adhered to all times
• Be punctual at all times
• Exhibit SSI Core Values at all times
• Keeping to prescribed hours/ timekeeping 
• Team player and adhere to the backup arrangement as required by department to ensure cohesion

Accounting

• Prepare/oversee the divisional trial balance
• Prepare monthly technical accounts for the division 
• Prepare monthly general ledger reconciliations
• Oversee commission calculations & statements
• Maintain data integrity on RAIN and Risk Manager
• Prepare the IFRS17 data and accounts

Policy Management

• Oversee and authorize & issue policy documents (Renewals, endorsements, claims, cancellations, referrer agreements)
• Complete and accurate record keeping of client files (electronic copy)  
• Oversee and responses to client queries and information requests
• Prepare end sending of monthly invoices

Loan Management

• Prepare and oversee, loan documents.
• Complete and accurate record keeping of client files (electronic & hard copy)  
• Prepare and send monthly client loan statements 

General administration  

• Assist portfolio managers with general policy administration tasks (renewals, endorsements claims cancellations etc.)  
• Ensure all filing (electronic & hardcopy) is done accurately & timeously

TCF/Customer Service & Retention

• Keep to customer service standards including turnaround times.
• Fully buy-in to the TCF principles and attend TCF training
• Familiarise themself with the content of TCF guidelines and implement the required processes and procedures within their own area of control.
• Identify failings in control systems and correct if within own area of control or escalate.
• Detect poor performance, lack of skills or misconduct and correct if within own area of control or escalate.
• Track own success and that of the Company’s TCF delivery, or risks to TCF delivery.
• Use learnings from complaints analysis to effect meaningful improvements for customers and the business. 
• Potential complainants must not face unreasonable barriers to making a complaint.  

Qualification and Experience

• CA (SA) is preferred
• B.Com Honours (accounting) is essential
• 1-2 years relevant work experience post qualification
• Proficiency using Microsoft Suite (word, excel, outlook)
• Email and Telephone Etiquette