Job Description
Ensuring the accuracy of client submissions and validating client data.
- KEY TASKS AND RESPONSIBILITIES
- Insurable interest (Principal members vs dependents)
- Payer is aligned to the policy /principal members
- Validate client bio data.
- Confirm client payment details
- Assist refund when data does not align
- Recommend for further investigation where on “suspicious applications”
- Quality assurance Conservation
- Corporate cover notes executions
- Corporate servicing – OIPA implementation demands, and imminent testing phase has constrained current resourcing
SKILLS AND COMPETENCIES
- Good communication skills (written & oral)
- Good assessment, analytical and problem-solving skills
- Ability to interact at all levels./stakeholder management
- Financial management & report writing skills.
- Proven planning, co-ordination and time management skills
- Business Awareness – Financial markets
- Keen attention to detail
KNOWLEDGE & EXPERIENCE
- At least 1 year relevant experience
- Knowledge of financial service operations and financial markets
- Technical Knowledge – product, process and KYC/AML compliance requirements knowledge.
- Customer Care
QUALIFICATIONS
- Business related Degree
