Clerk: Policy Service at AVBOB South Africa

RESPONSIBILITIES INCLUDE:

• 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.

Qalification and Experience: 

• 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.