Senior Clerk: Branch Administration (Pretoria North) at AVBOB South Africa

Description

• General reception duties to welcome clients
• Receive and assist walk-in clients with inquiries in line with the client services policy and procedure and/or refer to the relevant department
• Utilize resources and obtain necessary knowledge and skills to handle and complete enquiries
• Communicate entire processes and or delays and system problems to waiting clients
• General claims, policy services and premium administrative duties relating to client’s policies
• Handling of petty cash, collection of cash from clients for premium payments and refunds of premiums
• Prepare cash for daily banking at the finance department
• Referral of new business to the relevant consultant
• Handle all fraud allegations and complaints
• Monthly and weekly statistics report writing
• General office duties

Requirements

• Grade 12
• 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 200
• 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
• RE 5 certificate
• 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