New Business Administrator - Centurion MMH250416-5

Role Purpose

A New Business Administrator (NBA) provides quick and accurate capturing of new business cases for the MDS Sales Channel. The NBA accomplishes all capturing of new business cases in a professional manner, also pays a pivotal role in the MDS value chain proposition to FAs and supports the consultants to reach MDS strategic objectives and goals.

Requirements

Qualifications

• Grade 12, Matric (Essential)
• Office/Business administration qualification (Degree/NQF 7)

Experience

• 1 – 2 Year experience in the financial services industry (essential)
• Must have new business sales capturing experience
• MS Word, Excel, and Outlook
• Insurance industry experience (preferred)
• Experience within the MDS Sales environment will be an advantage

Duties and Responsibilities

Internal Processes: Sales and Service Experience

• Ensure accurate capturing of information obtained in application forms and supporting documentation for Investo and Myriad products.
• Have an understanding of end-to-end capturing systems capabilities across product lines.
• Send outstanding requirements to the MDS Channel via workflow systems (AS400).
• Accept new Investo cases in line with process upon receipt of all outstanding requirements online of business systems.
• Assign internal admin queries to administrative internal support with detailed description of the query (e.g., CDD team/BAs).
• Identify financial and business-related risks to the company and escalate in line with the respective process.
• Fix capturing errors online of business systems and provide feedback to the stakeholders (apology letter).
• Challenge processes that do not serve the business - ease of business.
• Have an understanding of Compliance process adherence and impact of non-adherence.
• Ensure all new business applications are correctly captured, recorded, and kept up to date on daily stats spreadsheet hosted on MS Teams.
• Provide support to other branches (nationally) when need arises to ensure business continuity.
• Identify and report process and system failures and enhancements to improve client experience.
• Escalate faults and other housekeeping issues with the relevant stakeholders or service providers.

Client Advisor: Stakeholder Engagement

• Contribute to a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback, and provides exceptional client service.
• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Continuously develop own expertise in terms of professional, industry, and legislative knowledge.
• Contribute to continuous innovation through the development, sharing, and implementation of new ideas.
• Positively influence and participate in change initiatives.

Culture And Personal Development

• Contribute to a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback, and provides exceptional client service.
• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• 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.
• Positively influence and participate in change initiatives.

Finance: Business Efficiencies and Effectiveness

• Identify opportunities to enhance effectiveness and increase operational efficiency.
• Manage company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

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