Document Management Admin Intern (Bellville)

Momentum; Bellville; On-site; ZAR 120,000 - 160,000; Full time

Job summary

Metropolitan in South Africa is seeking an Administrative and Operational Assistant to provide effective support to the manager and department. The role involves handling documentation, client queries, and coordinating internal processes.

The ideal candidate has matric and a 1-year post-matric qualification, with 0–1 year of admin experience, and knowledge of Metropolitan policy numbers, long-term insurance, and in-house systems.

Qualifications

• Matric and a relevant 1-year post-matric qualification.
• 0-1 year of administrative experience is required.
• Knowledge of Metropolitan policy numbers and related documentation.
• Understanding of the long-term insurance industry and in-house systems.

Responsibilities

• Categorises documentation by departments and functions.
• Reconciles received documents with captured and prepared documentation daily.
• Routes source documents with patch sheets to Document Sorters after entry.
• Accurately record client policy information on the relevant system for statistical reporting and for reference purposes.
• Escalate queries and other housekeeping issues with the relevant service department and ensure queries are resolved within the given timeframes.
• Attend to administrative duties and support client services.

Skills

Administrative experience

Policy numbers knowledge

Long-term insurance knowledge

Documentation handling

Education

Matric

1-year post-matric qualification

Tools

In-house systems

Job description

Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also present in 7 African countries including, Namibia, Botswana, Kenya, Ghana and Lesotho. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance.

www.metropolitan.co.za

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

Provide an effective and efficient administrative and operational assistant function to support the manager and department.

Requirements

• Matric
• Relevant 1-year post-matric qualification
• 0 - 1 years' administrative experience
• Understanding and knowledge of the different type of Metropolitan policy numbers and documentation
• Knowledge and understanding of long term insurance industry and In House systems

Duties & Responsibilities

Internal Process

• Categorises documentation by departments & functions
• Reconciles received documentation vs. sorted, captured and prepared documentation daily
• Routes source documents, with correct patchsheets, to Document Sorters after entry, ensuring that the barcodes and printouts are correct
• Collate, compile and distribute documents and reports to the required standards within defined time-frames
• Accurately record client policy information on the relevant system for statistical reporting and for reference purposes
• Ensures that policy patchsheets correspond to documents; incorrectly matched documents are forwarded to Document Sorting Clerks with a description of the error
• Escalate queries and other housekeeping issues with the relevant service department and ensure queries are resolved within the given timeframes
• Attend to administrative duties

Client Services

• Support the coordination, escalation and resolution of client queries and follow up with the relevant department in order to ensure client queries are resolved
• Handle and resolve general and inbound agent client queries and correspondence
• Build and maintain relationships with clients and internal and external stakeholders
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service

People

• Develop and maintain productive and collaborative working relationships with peers and stakeholders
• Positively influence and participate in change initiatives
• Continuously develop own expertise in terms of professional, industry and legislation knowledge
• Contribute to continuous innovation through the development, sharing and implementation of new ideas
• Take ownership for driving career development

Finance

• Control and check expense claims for authorisation
• Prepare and check invoices and arrange for payments
• Identify solutions to enhance cost effectiveness and increase operational efficiency
• Manage financial and other company resources under your control with due respect
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum

Competencies

• Business Acumen
• Client/ Stakeholder Commitment
• Drive for Results
• Leads Change and Innovation
• Collaboration
• Impact and Influence
• Self-Awareness and Insight
• Diversity and Inclusiveness