Senior Clerk: Policy Service at AVBOB South Africa

RESPONSIBILITIES INCLUDE:

• Processing of daily correspondence such as surrenders, loans, addition and/ or removal of lives, conversions, reinstatements, cash back refunds and retrenchment benefit.
• Removal and/ or inflation added onto policy.
• Handling of rejection refunds (cash focus) received from Finance Department.
• Updating of initial and surname, contact details and addresses of the lives.
• Report any discrepancies to the team leaders.
• Maintaining policies, work out premium differences e.g. applying premium debt, moving commencement dates or journalizing premiums with the approval of the team leaders.
• Handling of telephone, email or manual correspondence queries.
• Follow up on outstanding documents.
• Provide written feedback for queries received.
• Processing of refund requests from policy holders.
• Ensure all documents are received, if any documents are outstanding.
• Refunds should be done according to the policy and procedure.
• Assist with training of new personnel.
• Check the work done by subordinates and report any training needs to team leaders.
• Processing of daily correspondence received.
• Processing of daily value letter request received.

Qalification and Experience:

• Grade 12
• 2 – 3 Years’ administrative experience in Long Term Insurance environment.
• At least 1 year experience and knowledge in client service environment and policy services.
• Excellent communication and interpersonal skills
• Computer literate (MS Office)
• Good time and cost management.
• Be client friendly and service oriented