KEY ROLES AND RESPONSIBILITIES

People Management

• Following up with team members on set process flows and making sure that set TAT’s are adhered to.
• Quality check and control on all allocated existing clients and new business for team members
• Following up with insurer on issues & escalations from the team and resolving where necessary. Unresolved issues to be escalated to the Senior Risk Consultant.

Financial Reporting & budgeting

• Compile, verify & prepare financial reports for the medical department based on the figures captured by the team and share the report with Senior Risk Consultant.
• Carrying out Reconciliation exercises with underwriters and Zamara finance and making sure that the financial statements for schemes tally
• Facilitate payment of premiums/admin fees to underwriters in conjunction with finance department

Underwriting

• Scheme set up in the Beyontec system
• Invoicing for new clients, renewing clients and organic growth
• Reconciliation of accounts with finance and underwriters
• Issuance of travel cover policies

Database Management

• Acknowledgement of receipt of membership instructions from client
• Advising insurer on membership instructions received (additions & deletions)
• Accurate day to day membership updates in M-Files & Beyontec system
• Clean-up of renewal lists in M-Files and Beyontec system
• Preparation, verification for accuracy and dispatch of cards to client/ setting up clients on smart app
• Prepare and send Member statements for clients

Risk Management

• Anticipate and mitigate key elements of the risks within the company
• Maintain the risk registers for the company
• Assess the financial impact of the risks stipulated in the risk registers and check whether sufficient mitigating strategies have been put in place
• Assess and maintain appropriate internal control safeguards
• Ascertain that the company uses appropriate insurance coverage
• Make sure that the company comply with all legal and regulatory requirements
• Ensure that record keeping by the company meets the requirements of auditors and government agencies
• Investigate the findings of external auditors and recommendations.

TECHNICAL AND BEHAVIOURAL COMPETENCIES DESIRED:

Advanced

• Excellent communication skills both written and spoken
• Customer management skills
• Marketing and team leadership skills
• Problem solving & relationship management skills
• Attention to detail
• Negotiation skills
• Business etiquette
• Innovative

Expert

• Analytical
• Report writing skills
• Presentation skills