Senior Clerk at AVBOB South Africa

Description

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.
• Follow up of outstanding requirements on policy applications.
• Formulate processes to address outstanding requirements.
• Ensure policy conversions and queries relating to conversions are addressed with Policy Services and captured correctly by clerks.
• Process polar applications when required

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 back-ups 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.

Requirements

• Grade 12
• 2-3 Years Long term insurance experience