Manager, Finance : Statutory & Regulatory Reporting

Join TIH, home to some of South Africa's leading financial service providers, and grow your career while being part of an organisation with purpose.

Job Purpose

Obtain and capture information from insured or designated persons for the purpose of settling claims with the insurance carrier.

To assist with administrative amendments, provide information and insights on policies, additional benefits, and up-sell products to the customer.

Responsibilities

1. Customer Management (External and Internal)
   Help manage customers by carrying out standard activities and provide solutions for first call resolution and completion of customer requests executed according to the required standard.
2. Customer Needs & Analysis
   Ask questions and probe for clarity to gather relevant information to assist in resolving customer requests.
3. Up-sell Customer Propositions
   Identify the products or services that best meet the customer's stated needs, explain the selection to the customer, and influence the customer to make a purchase.
4. Correspondence
   Respond to routine requests using telephonic conversation or emails and to more unusual requests by editing templates to create customized responses (internal and external).
5. Operational Compliance
   Develop working knowledge of the organization's policies and procedures and of regulatory codes relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards. Identify and report potential risks or inadequate controls related to compliance or operational risks. Champion a culture of risk and compliance across the division. Maintain awareness, understanding, and compliance with Company policies and procedures, including the on-time completion of mandatory training.
6. Administration
   Update policy information e.g., change of address, change policy holder details, banking details and attend to the customer request on a range of policy related issues. Provide best practice support to customers on the administration process requirements and other departmental systems, in line with claims policy, rules, and SLAs.
7. Personal Capability Building
   Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
8. Work Scheduling and Operational Compliance
   Work according to an assigned schedule. Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

Education

Matric / Grade 12 or SAQA Accredited Equivalent (Essential); RE 5 (Advantageous); STI Qualification (Advantageous); FAIS recognised qualification (Advantageous); Class of Business Certification (Advantageous)

Experience

1 - 3 years work experience (Essential).

Think you have what it takes to be part of an unstoppable team who constantly finds better ways to give peace of mind?