Senior Clerk: Group Schemes and Retail (Montana) at AVBOB South Africa

Description

Reception

• Welcome and assist Clients with short inquiries.
• Register clients on the queue management system.
• Issue clients with ticket inquiry.
• Communicate any requirements to clients.
• Register and refer clients for funeral to funeral arrangement office.
• Provide group schemes policy info to clients.
• Refer and direct clients to group schemes consultants for enquiries.
• Communicate any delays and system problems to waiting clients.
• Policy Updating.

Policy Services

• Draw quotations.
• Process conversions as per client requirements.
• Handle daily enquiries.
• Fraud misrepresentation.
• Receive and write into book to be signed.
• Distribute to Group Schemes Consultants.
• File, diarise and send cases to head office further investigation.

Statistics

• Print production figures.
• Print list of stop orders still to be lodged.
• Print production stats for GSC on daily basis.

Claims

• Assist clients to complete claim documents.
• Communicate all required documents to clients.
• Communicate all outstanding documents to the client.

Premium Collection/ Banking

• Collect cash from clients for premium payment.
• Prepare cash for banking at finance department daily.

Premium Administration

• Assist clients with changes regarding their debit orders, stop order or cash payment methods.
• Refunds of premiums.
• Stop Payments

Assistant to the Area Manager

• Typing of Letters/ Memos.
• Type Month end reports/ budget.
• Maintain the Group Schemes Consultant’s diary.

General Administration

• Typing of office documents.
• Send/receive faxes and email
• Look up information for representatives on production.
• Attend to Telephone enquiries from GSC/clients.
• Sort and distribute commission statements.
• Print team-list – distribute to GSC

Requirements

• Matric (Grade 12)
• Computer literate and must be able to work under pressure
• Good communication skills (English and two African languages)
• Should be client friendly and service orientated
• Listening and problem solving skills
• 2 – 3 Years life assurance, preferably in policy maintenance/client services environment
• 2 – 3  Years administrative experience
• AVBOB Production system will be an advantage