Introduction...
Alexander Forbes is looking for an Administrator who is responsible and accountable for the key performance areas, aligned to the operation of a portfolio of funds. The key performance areas are set out in the performance assessment and list of tasks
Minimum Requirements...
Grade 12 (Matric)
Successfully passed the AF and branch tests/assessments
The candidate must have experience as a Claims Administrtaor in an Insurance company
Job Specification...
Level of Operation
Decision Making and planning
Ability to work under pressure (high stress tolerance)
Proactive / take initiative
Ability to manage and operate an effective diary system
Ability to plan, organize, prioritize, control and manage own portfolio
Deadline driven, with the utmost of accuracy (attention to detail) and compliance.
Must be able to follow and to solve problems or make decisions making reference to Manuals, Company policies and procedures, external/ internal resources, Legislature and general practices within statutory Funds.
Problem Solving and Communication
Solve data or system problems
Analyse information and select best solution from a range of alternative solutions
Verbal and written communication.
Accountability
Ability to take ownership and responsibility for the portfolio of funds
Operational & Financial success
Maintaining expenses in line with Branch standards and limits
Eliminating PI Claims
Fund administration - role specific
Maintenance of Member Data
Necessary reporting in terms of Section 13(a)
Processing of various types of claims (inclusive of bulk transfers where applicable) for Pension and Provident Funds
Direct/guaranteed housing loans where applicable
Preparing of monthly reporting for client meetings.
The completion of Administration Reports (where applicable)
The completion of member Statements (where applicable)
Complete recognition of transfer documents and allocation once received (where applicable)
Section 14 Transfers
To identify any changes on the fund and preparing of the documents for checking (rates, fees or expenses)
Prepare information for the financial year end of your funds (where applicable)
To check and act upon all risk reports ( where applicable)
Clear Emails and queries on a daily basis
From time to time, you may be required to perform other related duties and functions that may be reasonably expected of you given your position and the operational requirements of the Company.
Ensure all documents are stored in the central storage space.
Embracing & implementing TCF
Acquired skills and Knowledge
Level of Operation
Decision Making and planning
Ability to work under pressure (high stress tolerance)
Proactive / take initiative
Ability to manage and operate an effective diary system
Ability to plan, organize, prioritize, control and manage own portfolio
Deadline driven, with the utmost of accuracy (attention to detail) and compliance.
Must be able to follow and to solve problems or make decisions making reference to Manuals, Company policies and procedures, external/ internal resources, Legislature and general practices within statutory Funds.
Problem Solving and Communication
Solve data or system problems
Analyse information and select best solution from a range of alternative solutions
Verbal and written communication.
Accountability
Ability to take ownership and responsibility for the portfolio of funds
Operational & Financial success
Maintaining expenses in line with Branch standards and limits
Eliminating PI Claims
Fund administration - role specific
Maintenance of Member Data
Necessary reporting in terms of Section 13(a)
Processing of various types of claims (inclusive of bulk transfers where applicable) for Pension and Provident Funds
Direct/guaranteed housing loans where applicable
Preparing of monthly reporting for client meetings.
The completion of Administration Reports (where applicable)
The completion of member Statements (where applicable)
Complete recognition of transfer documents and allocation once received (where applicable)
Section 14 Transfers
To identify any changes on the fund and preparing of the documents for checking (rates, fees or expenses)
Prepare information for the financial year end of your funds (where applicable)
To check and act upon all risk reports ( where applicable)
Clear Emails and queries on a daily basis
From time to time, you may be required to perform other related duties and functions that may be reasonably expected of you given your position and the operational requirements of the Company.
Ensure all documents are stored in the central storage space.
Embracing & implementing TCF
Acquired skills and Knowledge
- Individual's knowledge is up to date on industry trends/changes as well as AFAS products and service offerings. Measured by Branch tests set by Management and by the AFFS training department
TCF - Living the AF values & making positive contributions to the Team/Branch by embracing and implementing TCF. Effectively managing client’s expectations and alleviate risks while embodying the SERVE principal
Client Service
Timeous & Accurate client and member communication in line with company and branch procedures and controls.
Effective and efficient service delivery including Internal clients such as ALM Team, Consultants, etc.
Quality and accuracy of work delivered both verbally and written, meets both internal and external customer expectations and is complete without errors
Compliant in terms of AFFS complaints management procedure.
Output, success & engagement
Team contribution - Assists in times of absenteeism/pressure to ensure work delivery.
Managing self - Management of processes and responsibilities. Ability to work independently.
Timeous & accurate actioning of adhoc tasks assigned by Management
Taking on additional responsibilities & making a positive contribution to the team/Branch by way of internal procedures & processes
Technical and behavioral competencies
Compass and Alex (where applicable) system knowledge
Computer literate (outlook, excel (intermediate level) and word (basic))
Good oral & written communication skills
Ability to multi-task
Ability to anticipate and manage change
Innovative thinking and delivery
Ability to understand and apply Retirement Fund Rules
Ability to review and understand the applicable legislation relevant to function
Behavioral (Interpersonal and Intrapersonal)
Confident/Assertive
Ability to persuade and influence
Professional and mature business attitude
Self Motivated
Client Service Orientation
Ability to manage expectations
Ability to communicate effectively with colleagues, management & clients
Ability to work in and as part of a team
Self awareness
Resilient
Disciplined in being able to follow documented procedures and processes
Responsible & accountable
Resourceful & problem solver
Results- Orientated
Ability to interact with Clients
Cognitive Competencies
Ability to work with complex data sets and identify problems
TCF - Living the AF values & making positive contributions to the Team/Branch by embracing and implementing TCF. Effectively managing client’s expectations and alleviate risks while embodying the SERVE principal
Client Service
Timeous & Accurate client and member communication in line with company and branch procedures and controls.
Effective and efficient service delivery including Internal clients such as ALM Team, Consultants, etc.
Quality and accuracy of work delivered both verbally and written, meets both internal and external customer expectations and is complete without errors
Compliant in terms of AFFS complaints management procedure.
Output, success & engagement
Team contribution - Assists in times of absenteeism/pressure to ensure work delivery.
Managing self - Management of processes and responsibilities. Ability to work independently.
Timeous & accurate actioning of adhoc tasks assigned by Management
Taking on additional responsibilities & making a positive contribution to the team/Branch by way of internal procedures & processes
Technical and behavioral competencies
Compass and Alex (where applicable) system knowledge
Computer literate (outlook, excel (intermediate level) and word (basic))
Good oral & written communication skills
Ability to multi-task
Ability to anticipate and manage change
Innovative thinking and delivery
Ability to understand and apply Retirement Fund Rules
Ability to review and understand the applicable legislation relevant to function
Behavioral (Interpersonal and Intrapersonal)
Confident/Assertive
Ability to persuade and influence
Professional and mature business attitude
Self Motivated
Client Service Orientation
Ability to manage expectations
Ability to communicate effectively with colleagues, management & clients
Ability to work in and as part of a team
Self awareness
Resilient
Disciplined in being able to follow documented procedures and processes
Responsible & accountable
Resourceful & problem solver
Results- Orientated
Ability to interact with Clients
Cognitive Competencies
Ability to work with complex data sets and identify problems
How to apply for this:
Closing date: 15-03-2019
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