Hello…An exciting new opportunity has just become available in our Hollard Life area. We are looking to recruit Branch Administrator in Port Elizabeth.Job Purpose
To provide administration support to all internal and external Broker Consultants.Key Responsibilities
New business transactions – e.g. new business case management, quotations, policy adjustments, loading applications etc.
Checking of policy documents
Adviser and Agent intermediary updates – e.g. document occurrences, transfers, new contracts, closure codes, ensuring updated contact details
Tracking and reporting on expenditure within branch
Collation and submission of items requiring reimbursement
Sales support to the Agent and External Business Consultant – e.g. Liaise with brokerage staff and internal departments; update client information; providing premium warnings; notice of policies due to expire etc.
Meeting room bookings and co-ordination
Scribe at meetings and owner of all branch minutes
Relevant travel and accommodation bookings
Diary overview of Branch Manager and External Business Consultant
Medicals required for Underwriting / Risk
General Administrative support to the Branch manager and External Business Consultant/s
Effective and efficient liaison regarding all administrative matters
Effective and efficient liaison / communication between branch and head office / branch and brokerage regarding all administrative processes and policies
Administrative problem solving as and when required for various branch issues that ariseKnowledge and efficient use of relevant administrative systems and processes
Commission administration and query resolution
With specific reference to External Broker Consultant and agent commissionCompliance
Ensure adherence to and compliance with all relevant Hollard Life policies and procedures that relate to effective administration
Ensure adherence to and compliance with any specific industry related standards that apply to effective administrationDebtor Control
Monitor, track and report on debtor activity / statusEvent Coordination
As required from time to time within branch