Insurance Administrator

Description:

The Insurance Administrator supports the Financial Planners in providing the required levels of client services to clients.
The Administrator is part of a regional team and is encouraged to collaborate with other Administrators and Assistants in their office as well as with team members in the Region.
The Administrator takes responsibility for overseeing the administrative, operations and client services support to the Financial Planner and is the liaison person between the practice and the regional office / head office

Client Services
Implementation of the client services experience, as defined by the Head of Operations. (Reference: Client Management Plan)
Take full responsibility for the implementation of administrative processes and controls in the Financial Planners practice(s) (including all transactions, queries, reporting etc.).
Liaison between Financial Planner and product providers (PPs).
Equipped to follow the formal complaint resolution process.
You are the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Financial Planners.
Adhere to the culture and principles of Treating Customer Fairly.

Operations
Collation of all clients related information (data discovery and fact find) and preparation of documentation for engagement between Financial Planner and client.
FICA and AML capture and checking on client onboard process.
Checking of transition documentation to ensure completeness and accuracy in alignment to relevant client file checklist & lodgment rules
Administration relating to client transfer and new business transactions.
Submission of intermediary appointment notes to relevant PPs
Monitoring the submission of intermediary appointment notes to ensure clients successfully transfer to the license group and that ongoing fees are received from the relevant PPs
Capture and checking of new business documentation to ensure completeness and accuracy in alignment to the lodgment rules.
Submission of new business application(s), together with supporting documentation to relevant PPs.
Monitoring the underwriting and acceptance of new business transactions.
Arranging medicals for clients where required and follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant PPs timeously.
Providing an ongoing service and maintenance support function to the Financial Planner and his / her clients.
Check Commission statements
Manage commission suspense accounts aligned to compliant new business lodgment.
Escalate with PPs regarding commissions / fees due to the Financial Planner

Operational support for Portfolio Managers and CRMs
Assistants align with the PCS CRMs to ensure complete pre-population of PCS mandates and applications.
All instructions to P