Jobs at AVBOB South Africa

Description

• We are looking for a Clerk in our policy services department.
• You will be working for a well-established company with strong values. In exchange for your services, you will receive a competitive compensation package. You will be joining an organisation that values employee development and rewards excellent performance.

YOUR RESPONSIBILITIES WILL INCLUDE THE FOLLOWING:

• Check if the policy number on application forms match the policy number on workflow
• Check if all the required documents present and uploaded are correct and indexed correctly.
• Check whether all the required documents are complete and clear.
• Read and interpret all documents to understand the nature of the enquiry before scanning and Indexing.
• Ensure that there are full and completed notes made on XD150.
• Receive incoming mail and faxes, sort and prepare documents for scanning, make sure that there is no duplicates.
• Investigate unresolved document items and re-index accordingly using the outstanding procedure.
• Team Leaders will provide daily/ weekly/ monthly set targets.
• If errors occurs inform the Team Leaders as soon as possible.
• All pages need to be straight and correct direction for readability when viewing.
• Group like size documents together to minimize changes in paper size settings.
• The correct page size needs to be used so items are not cut off and/ or space is not wasted around the article.
• Clarity of the document is also important. Everything on the original document must be able to be read and once scanned into the computer.
• The contrast and darkness may need to be adjusted to pick everything up.
• Pages with front and backs need to have both scanned in. You can use the duplex feature on most scanners.
• Always double check your scanner settings so that you are not scanning images to a high resolution that will create huge image files.
• Scan documents according to policy numbers.
• Place document in to scanner. Name batch so that it can be easily recognized of the what the documents in the batch are and the date scanned.
• Scan all documents in batch DO NOT exceed 50 documents per scan, but if a document has multiple pages it can go over.
• Capture all returned mail on the Production system.
• Verify addresses of such policyholders rectify or change to “unknown”.
• This will prevent future correspondence mailed to the policyholder and to save on postage cost.
• Print duplicate contract/ policy information and post or email as per required request.
• Update clients’ details and contact information and language.
• Check and capture banking details for Loans, Withdrawals, Surrenders, Cash Backs and Cancellations etc.
• Check, order. Receive and store daily stock e.g. stationery for the department. Value letters (only single policies).
• If errors occurs inform the Team leaders as soon as possible.
• Timely handling/ completion of transactions from the indexing queue within 24 hours max.
• Communicate outstanding requirements with the client/ branch.
• Refer documents not meant for the department to relevant departments.
• Filing of scanned documents and keep record as instructed by team leaders/ department head.
• Report system errors to Team leaders or Department Head.
• Mark and send boxes of scanned documents to Correspondence department according to department’s requirements.

Requirements

• Grade 12
• 1 Year administrative experience.
• Ability to communicate in English fluently (read, write and speak) and Afrikaans.
• Computer literate, Microsoft word and Excel.
• knowledge in Long Term Insurance recommended.
• Experience and knowledge of client service environment recommended.
• Good record in discipline re-attendance, time management, production, quality adherence to regulations and instructions, etc.

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Description
RESPONSIBILITIES INCLUDE:

• General reception duties to welcome clients
• Receive and assist walk-in clients with inquiries in line with the client services policy and procedure and/or refer to the relevant department.
• Utilise resources and obtain necessary knowledge and skills to handle and complete enquiries
• Communicate entire processes and or delays and system problems to waiting clients
• General claims, policy services and premium administrative duties relating to client’d policies
• Handling of petty cash, collection of cash from clients for premium payments and refunds of premiums
• Prepare cash for daily banking at the finance department
• Referral of new business to the relevant consultant
• Handle all fraud allegations and compliants
• Monthly and weekly statistics report writing
• General office duties

Requirements

REQUIREMENTS FOR THE POSITION:

• 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 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
• Clear criminal record
• RE 5 Certificate

EXPERIENCE REQUIRED FOR THE POSITION:

• Knowledge of and experience in Life Assurance industry, preferably in a Credit Service/Policy maintenance environment of atleast two to three (2-3) years
• 2 -3 Years administration experience
• Experience in AVBOB production system will be an advantage

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Description

• We are looking for a highly motivated and experienced Financial Accountant to join our team and play a key role in ensuring the integrity of our financial operations. This role will involve implementing best practice accounting systems, ensuring compliance with company policies, and aligning with business plans, strategies, and legislative requirements under the guidance of the Manager: Finance Business Support.
• 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

• Prepare and review budget, revenue, and expense reports, and support the Finance Manager in finalizing the annual budget. This includes analysing discrepancies between budgeted and actual outcomes and suggesting corrective measures. Assist in managing the budgeting system to ensure alignment with financial objectives. 
• Identify and Communicate with business units regarding budget overruns or underspend 
• Oversee and manage financial reporting systems for property leases, while supporting upgrades and enhancements to financial systems that affect the area of responsibility.
• Generate precise financial statements, monthly reports, trial balances, and journal entries while maintaining accurate lease system records. Negotiate market-aligned rental agreements and ensure financial transactions are properly documented and approved in accordance with policies..
• Design, execute, and sustain internal control procedures in accordance with policies. Identify and evaluate financial risks, implementing mitigation measures and controls. Support the preparation of risk reports for senior management.
• Ensure compliance with financial policies and assist with internal and external audits. 
• Support the oversight of the finance department by providing feedback and coaching. Conduct performance evaluations in accordance with company policies.
• Manage financial control systems, identifying opportunities for enhancement, and work closely with IT to ensure financial software systems align with the organisation’s requirements.
• Ensure efficient management of the Group’s rental property portfolio. 
• Verify and submit statutory returns (VAT, PAYE, SDL, etc.). 
• Ensure compliance with all regulatory standards, including taxation. 
• Assist in the year-end financial audit with external auditors, ensuring accuracy and timely documentation. 
• Manage ad-hoc financial functions, including responding to lease queries and maintaining financial systems. 
• Oversee capital requests, supplier payments, and financial data integrity. 
• Adhere to company policies, legal requirements, and corporate governance standards.

Requirements

• Matric.
• Degree qualification (BCom Accounting or BCompt (Accounting)) or equivalent.
• At least 2 years of relevant financial experience.
• Articles completed and signed off by SAIPA or SAICA will be advantageous.
• Intermediate proficiency with MS Office and financial software systems.
• Strong leadership and numerical analysis capabilities.
• Excellent interpersonal and communication skills.
• Ability to effectively manage time and prioritize tasks