Senior Clerk: Brokers (Pretoria East) (Pretoria) at AVBOB South Africa

Description

• We are seeking a skilled and experienced individual to support Broker Consultants for the Northern Region. 
• You will be working for a company that is over 100 years old with strong values.  In return for your services, you will be paid a competitive remuneration package. You will be working for an organisation that values employee development and rewards excellent performance.

Key Responsibilities:

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

• Grade 12
• Category B FAIS accredited (140 Long Term Insurance Credits)
• A suitable industry entry qualification within the requirements of the FSCA
• 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   recognized 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
• RE5/ RE1 will be a strong advantage
• Intermediate Computer Skills (Ms Office, Excel and E-mail)
• Extensive experience in providing administrative support
• Experience in coordinating projects will be an advantage
• Extensive knowledge of Financial Advisory and Intermediary Services Act & Regulations
• Ability to identify fraudulent/ suspicious practices
• Excellent verbal and written communication skills
• Good interpersonal skills to work with management and suppliers
• Ability to pay attention to detail
• Ability to work under pressure and still be effective