A New Business Administrator (NBA) provides quick and accurate capturing of new business cases for the MDS Sales Channel. The NBA executes all capturing of new business cases in a professional manner, also pays a pivotal role in the MDS value chain proposition to FAs. This role plays a symbiotic role with the consultants to reach MDS strategic objectives and goals.
Requirements
Qualifications:
- Grade 12, Matric (Essential)
- Office/Business administration qualification NQF 7/ bachelors degree
- 1-2 Year experience in the financial services industry (essential)
- Capturing experience will be an advantage
- MS Word, Excel, and Outlook
- Internal MMI systems & processes (preferred)
- Insurance industry experience (preferred)
- Experience within the MDS Sales environment will be an advantage,
- Proficient in Afrikaans and English (both written and verbal).
Internal Processes: Sales and Service Experience:
- Ensure accurate capturing of information obtained in application forms and supporting documentation for Investo and Myriad products.
- Understanding of end-to-end capturing systems capabilities across product lines
- Send outstanding requirements to the MDS Channel via workflow systems (AS400)
- Accept new Investo cases in line with process upon receipts of all outstanding requirements online of business systems.
- Assign internal admin queries to administrative internal support with detailed description of the query (e.g., CDD team/BAs).
- Identify financial and business-related risks to the company and escalate in line with the respective process.
- Fix capturing errors online of business systems and provide feedback to the stakeholders (apology letter)
- Challenge processes that do not serve the business - ease of business
- Good understanding of Compliance process adherence and impact of non-adherence
- Ensure all new business applications are correctly captured, recorded, and kept up to date on daily stats spreadsheet hosted on MS Teams.
- Provide support to other branches (nationally) when need arises to ensure business continuity.
- Identify and report process and system failures and enhancements to improve client experience.
- Escalate faults and other housekeeping issues with the relevant stakeholders or service providers.
- Adhere to the way of work rules/document
- Ensure all internal and external engagements are conducted in a professional manner
- Deliver on service level agreements made with internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Maintain meaningful business relationships with all stakeholders
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional service
- Contribute to a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback, and provides exceptional client service.
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development
- Positively influence and participate in change initiatives.
- Identify opportunities to enhance effectiveness and increase operational efficiency.
- Manage company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
