Clerk: Policy Service (Centurion) needed 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.