Senior Clerk: Group Schemes and Retail - Pretoria, South Africa - AVBOB

AVBOB
AVBOB
Verified Company
Pretoria, South Africa

1 week ago

Thabo Mthembu

Posted by:

Thabo Mthembu

beBee Recruiter
Description

Reception

  • Welcome and assist Clients with short inquiries.
  • Register clients on the queue management system.
  • Issue clients with ticket inquiry.
  • Communicate any requirements to clients.
  • Register and refer clients for funeral to funeral arrangement office.
  • Provide group schemes policy info to clients.
  • Refer and direct clients to group schemes consultants for enquiries.
  • Communicate any delays and system problems to waiting clients.
  • Policy Updating.

Policy Services

  • Draw quotations.
  • Process conversions as per client requirements.
  • Handle daily enquiries.
  • Fraud misrepresentation.
  • Receive and write into book to be signed.
  • Distribute to Group Schemes Consultants.
  • File, diarise and send cases to head office further investigation.

Statistics

  • Print production figures.
  • Print list of stop orders still to be lodged.
  • Print production stats for GSC on daily basis.

Claims

  • Assist clients to complete claim documents.
  • Communicate all required documents to clients.
  • Communicate all outstanding documents to the client.

Premium Collection/ Banking

  • Collect cash from clients for premium payment.
  • Prepare cash for banking at finance department daily.

Premium Administration

  • Assist clients with changes regarding their debit orders, stop order or cash payment methods.
  • Refunds of premiums.
  • Stop Payments

Assistant to the Area Manager

  • Typing of Letters/ Memos.
  • Type Month end reports/ budget.
  • Maintain the Group Schemes Consultant's diary.

General Administration

  • Typing of office documents.
  • Look up information for representatives on production.
  • Attend to Telephone enquiries from GSC/clients.
  • Sort and distribute commission statements.
  • Print teamlist distribute to GSC
  • Matric (Grade 12)
  • Computer literate and must be able to work under pressure
  • Good communication skills (English and two African languages)
  • Should be client friendly and service orientated
  • Listening and problem solving skills
Years life assurance, preferably in policy maintenance/client services environment
Years administrative experience

  • AVBOB Production system will be an advantage
More jobs from AVBOB
See all jobs of AVBOB