Senior Clerk - Pretoria, South Africa - AVBOB

AVBOB

Verified Company

Pretoria, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Exception reports

Analyse and investigate suspicious transactions on policies on a daily basis from exception reports printed daily.
Investigate Cases that are identified with duplicate cell numbers used on different policies on exception reports printed daily, escalate to District Managers, Broker Consultants and Area Managers for feedback.
Follow up on numerous lapsed and cancelled policies marketed to same client repetitively investigate from daily exception reports printed and escalate to District Managers, Broker Consultants and Area Managers for feedback.
Follow up with Sales agents with low retention and high sales stats.

- investigate on monthly reports and escalate to Department Head for further review and action.

Investigate Duplicate policies marketed by representatives without payment received.
Investigate from daily exception reports and escalate to District Managers, Broker Consultants and Area Managers for feedback
Investigate policies cancelled on stop order facilities.
Assist with creation of new exception reports according to business needs

Rejected and accepted XN25 List

Work on rejected and accepted list: review information on all lives, addresses, banking details, Representative/broker number, commencement date, sum assured on all lives, table and term selection, premium and payment method, ensuring all benefits are granted and all necessary forms are attached.
Process Qlink batch files and investigation of stop order lodgement queries when received.
Formulate processes to address outstanding requirements.
Ensure policy conversions and queries relating to conversions are addressed with Policy Services and captured correctly by clerks.

Training and Testing

Testing of new system functions and programs.
Conduct training of new personnel on all insurance systems and functions.
Daily monitoring of work done by clerks and report on development and training needs.
Ensure there are backups in place for the daily operations (courtesy calls and for the manual work including batch account holder verification, to be done).
Ensure that the Quality Assurance aspects relating to FICA, such as verifying uploaded documents submitted by representatives of Investment Policies

Monitoring and Reporting

Provide the Supervisors with feedback on productivity stats per user, worked on a daily, weekly and monthly basis.
Listen to Call recordings made by clerks for quality testing purposes.
Implementing corrective measures required to ensure that the standard and quality of work is maintained using reports as tools.
Reporting of High Risk, unusual and suspicious transactions to Compliance department.
Grade 1 23 Years Long term insurance experience