Finance Data Officer

The individual will be responsible for processing, analysing and reconciling the required corporate and retail policyholder insurance data received from and to relevant internal and external stakeholders to ensure that all transactions are being processed accurately and timeously

Lang. Requirements:
Fluently in English & Afrikaans

•To analyse all reinsurance and insurance (retail and corporate) policyholder premiums data to ensure all are accurate and processed timeously with feedback to the relevant stakeholders.
•To reconcile policyholder and reinsurance claims back to the relevant policyholder maintenance systems and documentation to ensure effective audit and legislative requirements are met.
•To process and reconcile all debit order, stop order and approved premium collection methods/platforms to ensure that all are accurate and timeous to the relevant stakeholders.
•To investigate unidentified items, reconciling items, errors and queries to ensure quality of policyholder specific financial reporting to the Finance Department.
•To ensure that all audit trails are documented and filed with the relevant transactions and are easily and readily accessible.
•To liaise with the relevant stakeholders to relay information and request information needed in order to process the relevant transactions from internal and external stakeholders.
•To ensure accurate, timeous and relevant preparation & reconciliation of commission payments for review by the Operations Manager prior to final review, sign-off and payment by the Finance Department.
•To provide relevant and accurate management information to all relevant stakeholders in order to support business growth objectives.
•To ensure an accurate and timeous flow of information between finance and operations departments. •To remain abreast of industry trends and initiatives to improve organisational effectiveness

Qualification Needed:
• B Degree (Finance)

Experience Needed:
•At least 3 years relevant experience in insurance or reinsurance industry working with premiums, claims, data reconciliations and analysis

Skills Required:
• Business Accounting skills
• Risk Management skills
• PC Literacy (MS Office)
• Advanced Excel
• Analysing
• Applying expertise and technology
• Planning and organising
• Delivering results and meeting customer expectations
• Following instructions and procedures
• Coping with pressure
• Interpersonal Sensitivity
• Achieving personal work goals and objectives


Tel: 233183