Senior Clerk : Debit Orders at AVBOB South Africa

Description

We are looking for a customer orientated and self-motivated individual to join our Debit Orders team. Under the direction of the Head Clerk, you will be responsible for ensuring that all payments files are processed accurately, correctly and in a timeous manner and keep the standard of the department at a high level.

Processing of daily selection files.

• Checking and uploading of the daily selection files to ABSA Bank and QLINK.              
• Send output files to the Bank/QLINK on the date as indicated on the monthly schedule         
• Check the correctness of daily schedule in accordance with the selection dates and periods                
• Report any discrepancies on the files to the supervisor                    
• Download and process output files from QLINK website (QDOD,QDOE.QPAY,QMOP,QDOR,Files)                
• Schedule premium increases and output files as indicated on the monthly ACB and Debi Check/RMS schedule                
• Create and schedule the ACB and Debi check/RMS deduction on the daily basis                  
• Attend to irregularities If there are errors on the printouts, and to inform supervisor asap. 
• Maintaining of debit order facilities.                  
• Maintain the ACB and Debi check statistics regarding the amount of policies selections and non-payments             
• Ensure the selection file dates is sent out via email communication to all relevant offices and departments          
• Compile the ACB and Debi check/RMS schedule and strategy (QLINK)    

Provide training and assistance to new clerks       

• Check the work done by clerks and identify any training gaps to the supervisor                 
• Provide supervisor with feedback w.r.t reports outstanding post on a daily, weekly and a monthly basis                     
• Maintain high standard of communication across all levels and departments internally and externally/promote the image of the department in a professional manner          
• Conduct informal performance appraisals at least twice a year.            
• Conduct formal appraisals to determine if clerks are reaching their goals/deadlines and live up to the AVBOB values.                   
• Conduct informal counselling and couching sessions with employees when needed.    
• Reprimand and provide assistance to subordinates (Referrals to Ask Nelson, verbal warnings)                 

Statistics and assistance to the Head Clerk

• First premiums – Investigate and actioning the first premium report.                
• Investigate and actioning the daily discrepancies                  
• XO410 Discrepancies                 
• Debi check /RMS Error Reports                                 
• Plapses/Lapses report                
• XR 965 Report of debit check policies after 4 months           
• Compiling and sending out the broker non-payments daily.                      
• Broker same day actioning and responses                 
• Update and maintain the non-lapse indicator on policies                   

Handling of telephone queries and following up on non-payments

• The policy holder/institution or life office should be kept updated regarding the progress of the query.
• All queries should be handled in a professional manner whether it is via e-mail/letter or telephone.

Requirements

• Grade 12
• 2 years’ experience in the insurance industry
• Computer literate (advanced excel skills will be an added advantage