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3 days ago
We are seeking a highly skilled professional to join our team as a Banking and Finance Specialist. As a key member of our organization, you will play a crucial role in handling written enquiries from policyholders, processing back-office insurance tasks, and responding professionally to complaints.
You will also contribute to team meetings and projects, work within defined procedures and service standards, and continuously suggest improvements while maintaining high quality and compliance.
About the Role- Pensions Role:
Handle written enquiries from policyholders, process back-office insurance tasks, respond professionally to complaints, and contribute to team meetings and projects.
- Approved Retirement Fund (ARF) Role:
Manage post-retirement ARF processes including new business input, income payments, surrenders, top-ups, and fund switches with a focus on accuracy, timeliness, and regulatory compliance.
- Savings & Investments Role:
Process savings and investment activities for new business, including data input, investment updates, special underwriting cases, conversions, and electronic data matching with a focus on accuracy and compliance.
Requirements- Strong written communication skills.
- Knowledge of insurance operations, customer service, and compliance with industry regulations.
- Bachelors in Finance or related field.
- 2+ years in retirement fund operations, strong data entry and reconciliation skills, familiarity with ARF products and compliance standards.
- 2+ years in financial or insurance operations, strong Excel skills, and in-depth knowledge of savings and investment products.
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