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  • Posted: Dec 13, 2024
    Deadline: Not specified
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  • Africa's largest Mutual Assurance Society providing a one-stop funeral insurance and burial service solution.


    Read more about this company

     

    Senior Clerk (Tombstones) (Centurion)

    Description

    • We are looking  for a professional Senior Clerk (tombstones), to handle and maintain tombstone administration and invoicing.  You will be required to effectively coordinate operations resulting in optimal payment process and reconciliation for clients, suppliers and the Head Office.  You will also be required to address the gaps in the administration and tombstone system.
    • To succeed in this role, you must be a reliable, self motivated individual that pays attention to detail.  Our ideal candidate should have good written and verbal communication skills.
    • You will be working for a company that is over 100 years old with strong values which are customer centric. In return for your services, you will be paid a competitive package which includes pension fund contributions and a medical aid allowance. You will have access to personal services through the employee assistance program and wellness programs. You will be working for an organization that values employee development and rewards excellent performance.

    YOUR RESPONSIBILITIES WILL INCLUDE THE FOLLOWING:

    • Tombstone supplier administration (onboarding, maintenance and deregistration).
    • Processing of invoices daily
    • Reconciliation of accounts monthly.
    • System navigation for operational effectiveness (tombstone order and related systems).
    • Use of workflow system for record keeping (invoices, SLAs and related documents).
    • Professional stakeholder engagement (suppliers, head office provincial and funeral agents)
    • Following up on all tombstones that are not installed and the installation period has lapsed.
    • Assisting with complaints lodged and escalated to Operations support funeral.
    • Assist with tombstone system changes when change requests are implemented.
    • Compiling of weekly and monthly reports.
    • Compiling of memorandums relating to job profile.
    • Handling of debit and credit notes related to tombstone invoicing.
    • Processing of municipal fees on the tombstone system.

    Requirements

    • Grade 12
    • 3-4 Years invoicing and admin experience

    go to method of application »

    Senior Clerk: Group Scheme (Centurion)

    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

    go to method of application »

    Financial Associate (Pretoria North) (Pretoria)

    Description

    • Marketing of Funeral Insurance, Savings Plans and related products
    • Recruit funerals for the Funeral Division

    Requirements

    • Matric (Grade 12) and/ or tertiary education with 30 credits on NQF level 4
    • Comply with FAIS legislation for registration as Fit and Proper individuals:
    • Applicants 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 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 credit record
    • Clear criminal record
    • RE 5 will be an advantage
    • Marketing experience

    go to method of application »

    Funeral Agent (Witbank Arrangement Office) (Witbank)

    Description
    RESPONSIBILITIES  INCLUDE:

    • Full management of funeral agency
    • Managing, training and development of own personnel
    • Arranging and conducting of funerals
    • Fleet management and risk management

    Requirements
    THE IDEAL ENTREPRENEUR SHOULD HAVE THE FOLLOWING:

    • Grade  12

    Applicants who entered the industry as follows:

    • DOFA    Qualification Requirements
    • 2004 – 2007       30 Credits on NQF 4 obtained by 31/12/2009
    • 2008 – 2009       30 or 60 Credits on NQF 4 obtained by 31/12/2011, or,
    • Full FAIS recognized qualification by 31/12/2013
    • 2010 Onward     Full FAIS recognized qualification
    • RE 5
    • Clear credit record (ITC)
    • Valid drivers’ license
    • Business and functional experience in the funeral industry will be an advantage
    • Marketing experience is essential
    • Good financial management experience will be a definite advantage

    Method of Application

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