Purpose of the Role

Overview of Role Responsibilities (Level 1-13)

Operational Compliance- Level 4 - Process Expert
Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

Document Management- Level 4 - Process Expert
Create a local document management system for an office or department.

Insurance Policy Administration- Level 4 - Process Expert
Initiate new policies and policy amendments and process the related premium collections, liaising with the customer and/or salesperson and/or agent to clarify incomplete and potentially inaccurate information and referring complex or sensitive unresolved issues to others.

Insurance Policy Information - Level 4 - Process Expert
Explain product status, features, and benefits, responding to customer questions to ensure understanding; refer complex, unresolved issues to others.

Operations Management- Level 4 - Process Expert
Provide operational support by performing a range of routine activities using existing systems and protocols.

Required Skills

Policy and Regulation - Intermediate
Works at an intermediate level to interpret and apply knowledge of laws, regulations and policies in area of expertise. Typically works with guidance.

Insurance Principles and Practice - Intermediate
Works at an intermediate level to use and apply the core principles of insurance. Typically works with guidance.

Data Management - Insurance - Intermediate
Works at an intermediate level to collect, store, and manage insurance-related data for accurate analysis, reporting, and compliance with industry standards. Typically works with guidance.

Document Management - Intermediate
Works at an intermediate level to use document management tools to manage, view, organize, and store documents. Typically works with guidance.

Digital Literacy - Intermediate
Works at an intermediate level to understand, evaluate, use, and engage with digital technology and information, as well as create and share digital content, while being aware of essentials like safety, privacy and ethical considerations. Typically works with guidance.

Transaction Integrity Management - Intermediate
Works at an intermediate level to maintain the accuracy, security, and compliance of transactions, ensuring reliable transaction records and safeguarding against fraud and errors. Typically works with guidance.

General Experience

Sound experience and understanding of straightforward procedures or systems (Minimum 1 year)

1 year experience in a LISP or the investment industry will be advantageous

Exceptional communication skills in English – Written and Verbal

Education

Required Behavioural Competencies