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Reallocations Agent
Date: 26 Nov 2024
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.
Purpose
To process premium collection financial transactions accurately and timeously.. Reconciles and splits accounts to ensure correct allocations and conducts investigations into queries and troubleshoots problems.
Minimum Experience
Minimum Qualifications
Further Education and Training Certificate (FETC) [NQF Level 04] in Finance Economics and Accounting
Additional Minimum Qualifications
Outputs
Process
- Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
- Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
- Reconcile accounts and checks for accuracy in line with procedural guidelines.
- Conducts daily system enrichments of all payments received into the stop order account.
- Investigates root cause of processes not working and implements new suggestions.
- Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
- Proactively identify problems, apply known solutions and escalate more difficult problems.
- Plan for task execution and adjust priorities against an established plan.
Customer
- Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.
Finance
- Contribute to the effective and efficient administration of operational costs within budget, identify areas of financial risk and escalate.
- Identifies payments received into Liberty’s stop order account for respective Companies. Follows up with the bank on unidentified payments to get more information to trace the payment to the payee.
- Confirms payment made by companies. Keeps records of communication and follow ups and conducts write-offs according to audit rules. Liaises with Finance and provides feedback on all outstanding amounts.
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage.
Learning and Growth
- Contribute positively to own area-specific knowledge improvement.
Governance
- Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.
Competencies
Liberty Values
Technical Competencies
- Financial Control (Basic)
- Calculations (Intermediate)
- Financial Administration (Basic)
- Financial Acumen (Basic)
Behavioural Competencies
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
- Customer Orientation (Basic)
Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group’s Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
Administrator: Reconciliations
Date: 26 Nov 2024
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.
Purpose
To deliver reconciliations support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Minimum Experience
1 – 2 years experience in a similar environment
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [Level TBA: Pre-2009 was L6] in Office Administration
Additional Minimum Qualifications
Outputs
Process
- Contribute to the provision of a comprehensive admin. service through the correct interpretation and application of procedures to optimise delivery.
- Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
- Reconcile specific individual claim histories, resolving queries timeously and accurately.
- Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
- Report on company assets and liabilities including balance sheet account reconciliations and review of intangible assets.
- Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
- Proactively identify problems, apply known solutions and escalate more difficult problems.
- Plan for task execution and adjust priorities against an established plan.
Customer
- Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.
Finance
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage.
Learning and Growth
- Contribute positively to own area-specific knowledge improvement.
Governance
- Comply to governance, compliance, integrity and ethics processes and procedures in area of specialisation and continuously identify and escalate risks.
- Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.
Competencies
Liberty Values
Technical Competencies
- Financial Control (Basic)
- Financial Accounting (Basic)
- Financial Administration (Intermediate)
- Financial Acumen (Basic)
- Reconciling Financial Records (Intermediate)
Behavioural Competencies
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
- Customer Orientation (Basic)
Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group’s Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
Collections Agent
Date: 26 Nov 2024
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.
Purpose
To process premium collection financial transactions accurately and timeously.. Reconciles and splits accounts to ensure correct allocations and conducts investigations into queries and troubleshoots problems.
Minimum Experience
Minimum Qualifications
Further Education and Training Certificate (FETC) [NQF Level 04] in Finance Economics and Accounting
Additional Minimum Qualifications
Outputs
Process
- Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
- Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
- Reconcile accounts and checks for accuracy in line with procedural guidelines.
- Conducts daily system enrichments of all payments received into the stop order account.
- Investigates root cause of processes not working and implements new suggestions.
- Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
- Proactively identify problems, apply known solutions and escalate more difficult problems.
- Plan for task execution and adjust priorities against an established plan.
Customer
- Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.
Finance
- Contribute to the effective and efficient administration of operational costs within budget, identify areas of financial risk and escalate.
- Identifies payments received into Liberty’s stop order account for respective Companies. Follows up with the bank on unidentified payments to get more information to trace the payment to the payee.
- Confirms payment made by companies. Keeps records of communication and follow ups and conducts write-offs according to audit rules. Liaises with Finance and provides feedback on all outstanding amounts.
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage.
Learning and Growth
- Contribute positively to own area-specific knowledge improvement.
Governance
- Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.
Competencies
Liberty Values
Technical Competencies
- Financial Control (Basic)
- Calculations (Intermediate)
- Financial Administration (Basic)
- Financial Acumen (Basic)
Behavioural Competencies
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
- Customer Orientation (Basic)
Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group’s Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
Specialist: Sales & Service Support (KZN)
Date: 9 Oct 2024
Location: Durban KZN ZA, NL, ZA
Company: Liberty Group Limited
At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.
Purpose
To provide specialist advice and support relating to client services, through the execution of predefined objectives as per agreed SOPs.
Minimum Experience
3 – 5 years experience in a similar environment
Minimum Qualifications
Higher Diplomas [NQF Level 06] in Generic Management
Additional Minimum Qualifications
Outputs
Process
- Plan, organise and complete own tasks in a manner that meets performance objectives.
- Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
- Proactively identify problems and apply known solutions in line with procedural guidelines and escalate unresolved issues.
- Demonstrate a complete understanding of pricing and proposal models to enhance customer growth, retention, satisfaction.
- Provides support to Advisors that enables them to assist clients to choose the best product(s) available for their needs and explain the various solutions company offers for their business issues.
- Report on transactional activities within set guidelines to provide timely information for decision making in area of accountability.
- Deliver on agreed performance objectives according to set procedures and service level agreement.
- Plan and organise own tasks to make sure that performance objectives are met.
- Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
- Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
- Plan for own task execution and advises on improvements related to area of specialisation.
Customer
- Deliver on service level agreements made with internal and external stakeholders that meet or exceed client expectations.
- Increase the effectiveness and efficiency of operational services by communicating with and actioning stakeholder concerns.
- Resolve client queries and escalate problematic queries to ensure prompt and effective resolution, enhancing the client experience.
- Build and maintain contact with advisers and other stakeholders to promote organisational products and services.
- Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
Finance
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.
Learning and Growth
- Contribute positively to own area-specific knowledge improvement associated with area of specialisation.
Governance
- Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.
Competencies
Liberty Values
Technical Competencies
- Communication skills (Fundamental) (Intermediate)
- Query resolution (Intermediate)
- Customer Liaison (Intermediate)
- Research and Information Gathering (Basic)
- Functional Policies and Procedures (Intermediate)
- Product and/or Service Knowledge (Intermediate)
- Business Administration Skills (Basic)
- Customer Relationship Management (Intermediate)
Behavioural Competencies
- Professional/Technical learning (Basic)
- Organisation and Attention to Detail (Intermediate)
- Interpersonal Effectiveness (Basic)
- Teamwork and Cooperation (Basic)
- Customer service orientation (Intermediate)
- Communicating with Impact (Basic)
- Customer Orientation (Basic)
Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group’s Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
All the best with your applications
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