Premium Accounting Officer: Commercial Stop Orders

What will you do?

Accurate collection, processing and reconciliation of premiums received through Employee Stop Orders on SanlamAllianz Affluent Market, SanlamAllianz Entry Level Market, SanlamAllianz Funeral, REGENT, CLASS and Legacy

What will make you successful in this role?

Receipting
Daily collection and allocating of payments from bank statements on SanlamAllianz Affluent Market, SanlamAllianz Entry Level Market, SanlamAllianz Funeral, REGENT, CLASS
Handling of GB103 account
Payments and supporting documentation on LEGACY

Employee Stop Orders (Private companies/ Pay points)  
Correct and on-time scheduling to all Pay Points
Correct and on-time balancing of all Pay Points breakdowns
Allocation of premium payments to all stop order policies
Administration of all reversals and rejections
Payment Administration of LEGACY policies
General enquiries

Reconciliation
Reconcile posted receipts to SanlamAllianz Affluent Market, SanlamAllianz Entry Level Market, SanlamAllianz Funeral, REGENT, CLASS
Completions of CLASS reconciliation sheets
Effective administration of LEGACY Breakdowns
Effective administration of bank statements and allocation of payments
Effective administration and follow up of outstanding proof of payments

Auxiliary duties as required by Management

Qualification and Experience

Grade 12 or Equivalent
Tertiary education with Mathematics and/or Accounting is an added advantage
A diploma/degree in the financial field will be an added advantage
2 years proven working experience in a Premium Administration environment 

Knowledge and Skills

MS Office (Word, Outlook, Excel & Powerpoint) and Company’s software.
Ability to meet deadlines
Ability to work in team related environment
Problem identification and problem-solving skills
Reliable, hardworking and accountable
Attention to detail, accurate and organised
Work under pressure and with a sense of urgency
Strong administrative skills
Time management skills
Strong Communication skills (written and verbal)
Stress management skills
Pro-activeness and initiative

Personal Attributes

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Our commitment to transformation