Portfolio Administrator - Sandton, South Africa - Guardrisk

Guardrisk

Verified Company

Sandton, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Introduction

To provide administrative support to the GGI UMA Binder and UMA Broker Binder and outsource team, ensuring ongoing assistance to align with GGI Scorecard, regulatory requirements, and service offered to our clients.
Role Purpose
To provide administrative support to the GGI UMA Binder and UMA Broker Binder and outsource team, ensuring ongoing assistance to align with GGI Scorecard, regulatory requirements, and service offered to our clients

Requirements:

Matric Certificate
Tertiary education advantageous
Proficiency in Microsoft Office
Excel, Word, PowerPoint, Teams
At least 4 years' experience in the shortterm insurance industry
General understanding of monthly results, bordereaux's, loss ratios, regulatory requirements

Duties & Responsibilities

Assist with GGI Intermediary onboarding process
Maintain and update online filing system with intermediary information (Mfiles and Neo platforms)
Coordinate and schedule meetings and appointments, Complete minutes and notes for UMA and NMI meetings
Facilitate communication and query escalation and resolution between various internal departments
Assist with the maintenance of process and SOP documentation in the UMA and broker Binder and outsource departments
Assist with Premium collection Framework in GGI
Load and maintain Teams sites and folders for UMA's, Broker binders, Outsource, Administrators and internal divisions
Follow up or provide feedback with clients on outstanding items such as client review and issuetracker items
Follow up on outstanding bordereaux's
Maintain updates on legal and compliance (intermediaries, binders, addendums, float agreements)
Market conduct feedback for POPIA, TCF, CBR, PPR, complaints registers
Assist with travel requirements for the GGI team
Assist with salvage capturing on the salvage provider systems for broker binders
General assistance on internal projects as and when necessary (eg. Training, BI integration etc)

Competencies

People and relationship driven
Ability to work collaboratively with crossfunctional teams and build positive relationships with clients and colleagues
Strong verbal language and written communication skills
Excellent attention to detail and accuracy
Ability to multitask on various projects at the same time
Strong customer service orientation