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:

• • 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

2. Updates Premium Allocations:

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

3. Processing of Returned Cheques

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

4. Logging, Filing and Maintaining of Post-dated cheques and Database

5. Handles queries:

• • 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.

6. Prepares Journals:

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

SECONDARY RESPONSIBILITIES:                                                                      

1. Updates GenTrack and Productivity Logs on completion of tasks
2. Files work-units processed daily
3. Ensures that documents are placed to be scanned and filed
4. Mails receipts to Clients
5. Completes monthly, quarterly and half-yearly projects as necessary
6. Participates in meetings and Team Building exercises
7. 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 experience 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.