Workflow Allocation Administrator

Description

Just Retirement Life (South Africa) Limited is recruiting for a 12-month learnership programme. 

We are looking for a candidate to work closely with the Client Services and Administration team, as well as the Underwriting team, to gain valuable experience in the financial services industry. No previous working experience is required as the programme provides on-the-job training.

Role and responsibilities

Just SA's foundation is deep mutual respect and trust for one another in a dynamic, small team environment. Each person is respected as a key individual who is expected to challenge complacency and whose opinion is valued. The team is united by a common desire to create a legacy in a niche market and share a commitment to deliver performance against measurable set objectives. All staff share in Just SA’s value creation and hold one another accountable for performance in a flat organisational structure.

The Workflow Allocation Administrator will be responsible for indexing of workflow cases and emails for the Client Services and Administration and Underwriting teams. Specific responsibilities include processing of incoming instructions for:

•      Continuous monitoring of our underwriting and operations ticketing system and allocation of tickets to underwriters and the operations team.
• Alerting the underwriting and operations team of any urgent or overdue cases.
• Liaising with relevant stakeholders about any important aspects of cases such as if there are any delays.
• Forming part of the review and checking process to check that cases have been captured correctly in the system by underwriters before the case is closed.
• Assisting the operations team to close cases and issue policy documents.
• Policy Maintenance
• Completing Recognition of Transfers.
• Submitting tax directives and following up on outstanding tax certificates.
• To actively participate in the organisation’s continuous improvement by identifying and proposing solutions to processes and service-related matters.
• Ad-hoc duties may be required from time to time.

Experience

• Intermediate Computer Literacy
• Excellent verbal and written communication skills

Key attributes & competencies

• Accuracy and attention to detail
• Excellent time management skills
• Problem-solving skills
• Excellent verbal and communication skills
• Ability to function well under pressure.
• Ability to work effectively as part of a team but also independently.
• Accountability

Applications close on 15 May 2024. Please send a copy of your CV that clearly demonstrates how your knowledge, skills and experience meet the requirements of this job specification to careers@justsa.co.za