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Role Objectives:
Responsible Provide an efficient credit control service within the prescribed period and within the set standards required by the company thus contributing to the productivity of Hollard Insure Finance and the Construction & Engineering book. National credit Control. Manage Exceptions from the automated Bordereaux upload
Key Responsibilities:
- To reconcile and allocate all premiums received from intermediaries/brokers within the prescribed period.
- Dispatch of agent premium/commission statements and EFT advices within 24 hours of receipt.
- Credit Control and reconciliation, management of unpaid debit orders & unallocated cash
- Assist National credit control manager with monthly reports and consolidate national credit control reports
- Age Analysis,
- Bank recons
- Required Knowledge and Experience
- At least 3 – 5 years’ insurance credit control experience
- Commercial claims and Underwriting Administration experience advantageous.
- Good knowledge of commercial short term insurance.
- Sound credit control & Basic bookkeeping knowledge
- Insurance terminology, Legal knowledge (Section 45, insurance act)
- Underwriting procedure (ability to interpret policy wording)
- Basic digital literacy and mind-set
- Continuous learning & change agility
Educational Requirements
- Matric
- Insurance / Credit Control qualification