Africa's largest Mutual Assurance Society providing a one-stop funeral insurance and burial service solution.
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Description
- 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
- Utilize 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’s 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 complaints
- Monthly and weekly statistics report writing
- General office duties
Requirements
- Grade 12
- Category B FAIS accredited (140 Long Term Insurance Credits)
- A suitable industry entry qualification within the requirements of the Financial Services Board
- 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
- Knowledge of and experience in Life Assurance industry, preferably in a Client Service/Policy maintenance environment of at least two to three (2 – 3) years
- 2 – 3 years’ administrative experience
- Experience in AVBOB production system will be an advantage
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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
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Description
The above incubent will be responsible to clean and keep the neatness of the AVBOB office on a high standard.
RESPONSIBILITIES INCLUDE:
- Perform cleaning tasks and ensure high hygienic standards in the office
- Vacuum, Sweep & mop office floor
- Dust office furniture & flowers
- Clean waste bins
- Clean & wash hand basin,toilets & sinks
- Check toilet paper & soap in toilets
- Make tea & coffee
- Wash dishes & dish cloths
- Refill tea & coffee dispensers
- Refill water in water cooler
- Wash office windows.
Requirements
- Minimum Grade 10
- Cleaning experience will be a definite advantage
- Ability to communicate in English will be a definite advantage
- Good interpersonal skills
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RESPONSIBILITIES INCLUDE:
- Recruit up to eight high quality insurance representatives in line with the business requirements
- Ensure that appointed representatives are adequately trained
- Manage the eight insurance representatives optimally
- Ensure that the set insurance sales targets are reached
- Ensure and monitor compliance with respect to FAIS/FICA/LTIA and all other relevant legislation
- Risk management
- Develop and expand markets
Requirements
QUALIFICATIONS REQUIRED FOR THE POSITION:
- Grade 12
- A suitable industry entry qualification within the requirements of the Financial Services Board
- Comply with FAIS legislation for registration as Fit and Proper individuals
All those appointed in the industry from the year 2010 onwards require a full FAIS recognised qualification
- Clear ITC record
- Clear criminal record
- RE5 certificate
- RE1 will be an advantage
- Valid driver’s license, own reliable transport and cell phone
EXPERIENCE REQUIRED FOR THE POSITION:
- Proven success in the Marketing of Life Assurance for at least three years
SKILLS REQUIRED FOR THE POSITION:
- Administration skills
- Computer skills
- Good interpersonal skills and communication skills
- Time management skills
go to method of application »
RESPONSIBILITIES INCLUDE:
- Recruit up to eight high quality insurance representatives in line with the business requirements
- Ensure that appointed representatives are adequately trained
- Manage the eight insurance representatives optimally
- Ensure that the set insurance sales targets are reached
- Ensure and monitor compliance with respect to FAIS/FICA/LTIA and all other relevant legislation
- Risk management
- Develop and expand markets
Requirements
QUALIFICATIONS REQUIRED FOR THE POSITION:
- Grade 12
- A suitable industry entry qualification within the requirements of the Financial Services Board
- Comply with FAIS legislation for registration as Fit and Proper individuals
All those appointed in the industry from the year 2010 onwards require a full FAIS recognised qualification
- Clear ITC record
- Clear criminal record
- RE5 certificate
- RE1 will be an advantage
- Valid driver’s license, own reliable transport and cell phone
EXPERIENCE REQUIRED FOR THE POSITION:
- Proven success in the Marketing of Life Assurance for at least three years
SKILLS REQUIRED FOR THE POSITION:
- Administration skills
- Computer skills
- Good interpersonal skills and communication skills
- Time management skills
go to method of application »
Description
- 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 recognised qualification
- Clear ITC credit record
- Clear criminal record
- RE 5 will be an advantage
Requirements
- Grade 12
- Marketing experience
- Drivers’ license and have own reliable transport and cell phone (advantage)
go to method of application »
Description
We are looking for a customer orientated and self-motivated individual to join our Debit Orders team. Under the direction of the Senior 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 correspondence and emails received.
- Process debit order authorization forms efficiently and accurately.
- Ensure that letters and emails are printed for all amendments that are done.
- Capturing of new bank account details, verifying addresses and contact details.
- Handling telephonic queries and following up on non-payments.
- Premium cancellation should also be done in a timeously manner premium debt in order to prevent policies from lapsing.
- General office administration: Cancelation of Debit Orders, Updates, Bank Updates and working on return to sender letters.
- Daily lapse reports as send by supervisor, preventing lapses sending stats as requested.
Statistics and assistance to the Senior Clerk
- Providing the Senior Clerk with statistics e.g. post and schedules on a daily/weekly basis.
- Need to assist Senior Clerk if instructed by the Supervisor: Think of it as it is for your own benefit.
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
Method of Application
Use the link(s) below to apply on company website.
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