Senior Clerk: Group Scheme (Centurion) at AVBOB South Africa

Description

• We are looking for a customer orientated and self-reliant individual to join our Group Schemes team. under the direction of the Head, you will be responsible for reconciliation of monthly schedules, customer service, supply reports, administration of policies and general administration. Keeping the standard of the department at a high level.

Reconciliation of monthly schedules.

• Print member list and compare details with the schedule received from branches. 
• Administer and confirm the corrections of the information and documents received.
• Capture new data on program.
• Verify the validity of the receipts received from branch.
• Do preliminary recon with premiums received.
• Apply premiums to the scheme after the final recon was done by the head clerk. Email updated schedules to the branch to confirm receipt of payment.
• Communicate alterations or provide new information to branch \ chairperson in writing.
• Administer and keep record of all schemes

Customer service 

• Handle telephone enquiries of internal and external clients.
• Attend to branch and interdepartmental queries.
• Assist Administrators, Chairpersons, and members with scheme-related queries.
• Follow -up on previous correspondence for staff via e-mail or per telephone.

Administration of policy 

• Attend to requests to add or terminate members on schemes.
• Keep record of documents sent or received and upload on Work-desk.
• Send commission statements to consultants.
• Follow-up on correspondence with branches, administrators, and chairpersons.
• Do recon with contracts department to account for outstanding claims still to be processed.
• Send and receive e-mails for clerks.  Distribute correspondence from dedicated email addresses created.

General Administration 

• Uploading of documents on work-desk.
• Order stationary for department/.
• Control and distribute stationary and keep record.

Staff training 

• Assist supervisor with training of new staff.
• Provide ongoing training for all staff and branches on new developments.
• Assume leading role of the department in the absence of supervisor.

New Business 

• Check new schemes for compliance.
• Share schemes to clerk.
• Keep record of new schemes.

Claims

• Check application forms for correctness.
• Confirm the validity of the claim documents.
• Confirm that the correct Funeral Order (BB) number was used to pay for the BB.
• Confirm the correctness of the information received and our records (Program GM10)
• Capture claim on program GC10.
• Send confirmation of payment/ rejection to claimant/administrator/member

Requirements

• Matric Knowledge
• 2 years’ experience in the insurance industry
• 2 years’ admin experience