Takaful Administration Assistant - KZN
CORE PURPOSE OF THE JOB
To provide comprehensive administrative support to brokers within the respective Regions, ensuring efficient processing and management of Takaful policies, enhancing service delivery, and supporting overall business objectives.
MAIN FUNCTIONS OF THE JOB
Policy Administration
Captures the Takaful policy applications, renewals, and amendments accurately and efficiently to ensure service level agreements (SLAs) are met.
Verifies and validates policy documentation to ensure compliance with regulatory and internal standards.
Maintains up-to-date policy records in the system, ensuring data integrity and confidentiality.
Ensures that clients are onboarded on the iMAL system.
Follows up on FICA requirements if applicable.
Follows up with the client on outstanding information and pending quotations.
Broker Support
Assists Regional Brokers with queries related to policy applications, documentation requirements, and Takaful product details, ensuring prompt and effective responses.
Coordinates with Regional brokers to collect and verify client information, ensuring all required documentation is complete and compliant.
Provides any administration support to the National Manager, Operations Supervisor and Brokers as and when required.
Contacts clients in the absence of the Broker and/or Manager, not in an advisory capacity.
Claims Processing and Resolution
Supports the claims team in managing the claims process by collecting necessary documents, verifying details, and communicating updates to brokers.
Follows up on pending claims, ensuring they are processed within stipulated timelines and that any discrepancies are resolved promptly.
Compliance and Reporting
Ensures that all Takaful processes and documentation comply with the regulatory requirements and the bank’s internal policies.
Prepares and submits regular reports on policy administration, broker support activities, and compliance metrics to the Takaful Operations Supervisor.
Identifies areas for process improvement to enhance efficiency and compliance.