Client Administrative Representative

JOB SUMMARY

The Client Administrative Representative is primarily responsible for the effective and timely allocation of funds received for credit to Client’s policies; investigating queries and journalising misallocations and premium transfer requests.

PRIMARY RESPONSIBILITIES

1. Completes Data Entry of premiums received via:

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• Cash and Personal cheques
• Government and company cheques (inclusive of IHRIS Download and the necessary reconciling journals)
• Managers cheques
• Credit/debit advices
• Direct Debit
• Online - Bank Transfers
• Online - Credit Card
• Journals

1. Updates Premium Allocations:

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• Creating new
• Amending old allocations by way of allocation forms, etc

1. Processing of Returned Cheques

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• Preparing and issuing letters to accompany cheques being returned to clients

1. Logging, Filing and Maintaining of Post-dated cheques and Database
2. Handles queries:

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• Receiving, investigating and addressing queries concerning misallocations or non-receipt of payments for Maritime Life on the request of Client Service Reps, Financial Advisors and Clients.

1. Prepares Journals:

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• Amending misallocations upon request from Client Service Reps, Financial Advisors and Clients.
• Transferring premiums and amending loans as requested via Disbursement forms.

SECONDARY RESPONSIBILITIES

• Updates GenTrack and Productivity Logs on completion of tasks
• Files work-units processed daily
• Ensures that documents are placed to be scanned and filed
• Mails receipts to Clients
• Completes monthly, quarterly and half-yearly projects as necessary
• Participates in meetings and Team Building exercises
• Performs any other functions as required by Team Leader/ Coordinator

QUALIFICATIONS

Education

• Minimum 5 CSEC passes inclusive of Grade 1 or 2 in Mathematics and English A and
• 6 CAPE passes (full certificate) or an equivalent diploma or professional certificate with a focus on accounting or business studies.

Experience

• Minimum two (2) years exper ience in an office environment.
• Please note that our recruitment and selection policy requires you to present a police certificate of character no older than 6 months from the date of stamp.
• We thank you for your application. However, only if you have been short-listed, you will be contacted.