Senior Clerk: Branch Administration (Montana) at AVBOB South Africa

Description

New Business

• Receive outstanding/lodgement etc printed from Head office
• Attach private stop orders to lodge letter/requirement
• Receive applications from District Manager/Broker Consultant.
• Check applications for completeness, correctness and all relevant documents attached.
• PERSAL- do Qlink affordability enquiries
• Attach printed reservation to application forms.
• Incomplete, incorrect applications to be handed back to DM/BC
• Submit to be scanned.
• Receive admin referrals
• 1st premiums not received- print from H/O 1st week- and distribute to DM/BC

POLICY SERVICES

• Draw quotations
• Conversions
• Sent to Head Office or enquiry form
• Diarise and check on daily basis
• Once completed give back to BC/BC

STATISTICS

• Print production statements
• Print list of stop orders to be lodged weekly
• Print production stats for Area Manager and DMs on daily basis

SCANNER

• Check all applications on NasClient
• Distribute application forms to the relevant Admin Clerk
• Attach application forms to failed validations and hand over to District Manager/Broker Consultant
• Request missing application form pages, rescan and send to Head office

HANDLING OF MARKETING MATERIAL

• Issue marketing material as per request
• Ensure that all items booked for use are available and useable
• Maintain a booking form to be signed on issue and return of material
• Check if all items are returned and complete and in good condition
• Report broken material to Area Manager
• Order stationery for the office and maintain stock level

ASSET MANAGEMENT

• Check assets against list from Head Office
• Report back all differences
• Send broken assets to Head Office with appropriate forms
• Report lost assets
• Ensure that the necessary documents are completed before assets are removed from branch
• Conduct stock taking

HANDLING OF PETTY CASH

• Check assets against list from Head Office
• Report back all differences
• Send broken assets to Head Office with appropriate forms
• Report lost assets
• Ensure that the necessary documents are completed before assets are removed from branch
• Conduct stock taking

GENERAL OFFICE ADMINISTRATION

• Answer incoming calls, handle queries or direct to the relevant persons
• Assist Area Manager with other administrative duties. Assistance to Admin personnel
• Report Faulty machines immediately and follow up on maintenance
• Handle internal, external post
• Ensure that the necessary documents are completed before assets are removed from branch
• Conduct MIE background checks on new appointments and give feedback of progress or results to relevant managers
• Send policy applications to Head Office
• Assist District Managers and Broker Consultants with policy administration duties
• Typing of letters/Emails and Memos
• Print Contracts
• Do fingerprints

Requirements

• Category B FAIS accredited (140 Long Term Insurance Credits)
• A suitable industry entry qualification within the requirements of the Financial Services Board
• Comply with FAIS legislation for registration as Fit and Proper individuals:
• Applications who entered the industry as follows:
• From years 2004 – 2007 requires 30 credits on NQF 4 obtained by 31 December 2009
• From years 2008 – 2009 requires 30 credits or 60 credits on NQF 4 obtained by 31 December 2011 or full FAIS recognised qualification obtained by 31 December 2013
• All those appointed in the industry from the year 2010 onwards require a full FAIS recognized qualification
• Clear ITC
• Clear criminal record
• Knowledge of and experience in Life Assurance industry, preferably in a Client Service/Policy maintenance environment of at least two to three (2 – 3) years
• 2 – 3 years’ administrative experience
• Experience in AVBOB production system will be an advantage