Job Description

Sanlam Vacancies – Finance Clerk – Johannesburg

Santam’s division, Echelon, has an exciting opportunity for a Finance Clerk based at our Johannesburg office, located in Wanderers. This role is perfect for an individual with a strong financial background, attention to detail, and a passion for delivering excellent client service.

Key Responsibilities:

As a Finance Clerk, you will be responsible for a variety of financial and administrative tasks, including:

• Collection of Premiums: Liaise with intermediaries and clients to collect premiums and ensure payments are up to date.
• Financial Transaction Processing: Handle bordereaux preparation, investigation of variances, importing, receipting, and allocating brokers’ bordereaux while ensuring accuracy.
• Reconciliation: Reconcile cashbooks and premiums and resolve any discrepancies.
• Query Resolution: Address outstanding premium and commission queries in collaboration with business partners.
• Notification Management: Send unpaid notifications for debit order policies to brokers and prepare monthly brokers’ statements.
• Policy Management: Follow up on outstanding premiums, manage policy cancellations, and ensure payments are current by monitoring age analysis.
• Refunds and Broker Transfers: Process refunds and broker transfers accurately.
• Claims Reconciliations: Assist with claims reconciliations, including uploading claim suppliers, checking banking details, and confirming premiums.
• Process Optimization: Contribute to the optimization of financial processes.
• Audit Support: Gather sample data for audits and generate SASRIA coupons via the SASRIA portal.
• Relationship Building: Foster strong relationships with brokers and clients while providing back-up support when required.

Skills & Knowledge:

• Attention to Detail: Ability to work with high accuracy and attention to detail.
• Analytical Ability: Proficient in analyzing financial data to identify discrepancies and resolve problems.
• Client Service Orientation: Strong focus on delivering exceptional client service and managing relationships effectively.
• Pressure Management: Capable of working under pressure and meeting deadlines.
• Computer Literacy: Must be proficient in MS Excel, Word, and email.
• Communication: Excellent communication skills across all levels.

Qualifications & Experience:

• Matric (Grade 12) or equivalent.
• 2+ years of experience in a financial environment or credit control, preferably in insurance or finance.
• Solid understanding of accounting principles and experience with reconciliation processes.

Competencies:

• Planning & Organizing: Strong ability to manage tasks and meet deadlines.
• Team Player: Collaborate effectively within a team environment.
• Analytical & Results-Oriented: Ability to approach problems analytically and deliver results.
• Proactive & Achievement-Oriented: Self-motivated and focused on achieving goals.
• Problem-Solving Skills: Able to find innovative solutions to challenges.
• Adaptability: Comfortable working in a dynamic environment and adjusting to change.

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