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 âsuspicious applicationsâ Quality assurance Conservation Corporate cover notes executions Corporate servicing â OIPA implementation demands, and imminent testing phase has constrained current resourcing
SKILLS AND COMPETENCIESGood 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 â Financial markets Keen attention to detail
KNOWLEDGE & EXPERIENCEAt least 1 year relevant experience Knowledge of financial service operations and financial markets Technical Knowledge â product, process and KYC/AML compliance requirements knowledge. Customer Care
QUALIFICATIONSBusiness related Degree
20 September 2023
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