Purpose

To deliver insurance related operational and administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

Minimum Experience

• 1 – 2 years experience in a similar environment

Minimum Qualifications

• Further Education and Training Certificate (FETC) [NQF Level 04] in Office Administration

Additional Minimum Qualifications

Outputs

Process

• Contribute to the provision of a comprehensive admin. service through the correct interpretation and application of procedures to optimise delivery.
• Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
• Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
• Process renewals, new business, records, policy servicing, valuations, quotations and technical documentation according to set standards.
• 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.

Customer

• Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
• Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.

Finance

• Adhere to specified standards, policies and procedures to prevent potential losses/wastage.

Learning and Growth

• Contribute positively to own area-specific knowledge improvement.

Governance

• Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

Competencies

Liberty Values

 

Technical Competencies

• Customer Understanding (Basic)

• Service Delivery (Basic)
• Query resolution (Basic)
• Customer Advice (Technical) (Basic)
• Business Administration Skills (Basic)
• Customer Relationship Management (Basic)

Behavioural Competencies

• Organisation and Attention to Detail (Basic)
• Interpersonal Effectiveness (Basic)
• Problem Solving and Analysis (Basic)
• Teamwork and Cooperation (Basic)
• Customer service orientation (Basic)
• Communicating with Impact (Basic)