Website Bidvest Insurance
You need a trusted partner to protect some of life’s most important parts. Established in 1997, thousands of South Africans trust Bidvest Insurance. Don’t let unexpected events catch you off guard. Bidvest Insurance gives you insurance products that cater for all your needs.
Position Overview
The Finance and Admin clerk is responsible for processing financial transactions, maintaining records, reconciling accounts, and assisting with budgeting and reporting. This position helps maintain compliance with financial policies, promotes organisational efficiency, and contributes to the overall effectiveness of the finance and administrative functions.
Experience and Education
2 to 3 years in a finance or administrative support role within short term insurance industry
National Senior Certificate (Matric)
Certificate or Diploma in Accounting, Finance or related field
Bookkeeping certifications (e.g., Basic Accounting, Pastel, or similar) will be beneficial
General Skills
Able to work unsupervised and to take initiative.
Conflict handling
Delivering results and meeting customer expectations
Exposure to working within a high-performance working environment.
Key Responsibilities and Duties
Generate statements for comprehensive policies from Synaptic and handover to creditors clerk
Ensure 3rd party calculation is sent to suppliers timeously
Ensure invoice is received and payment is made timeously
Allocate payment against creditors
Prepare journals for 3rd party payments
Prepare individual 3rd party reconciliation to sub-ledger
Ensure all comprehensive policies are loaded prior to month end
Ensure all queries relating to loading Comprehensive policies are resolved timeously
Ensure sales files are checked and completed, providing final sales files to business for sign off from outbound manager.
Ensure cancellations are processed timeously within 3 days of receipt of insurer or client request.
Apply via company website ( N / A ) or
bidvestinsurance.co.za