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  • Posted: Jul 17, 2024
    Deadline: Not specified
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    Africa's largest Mutual Assurance Society providing a one-stop funeral insurance and burial service solution.


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    Secretarial Assistant - Centurion

    Description

    We are looking to hire a dynamic secretarial assistant to join our service administrative department. In this role, your duties will include assisting the executive secretaries with meeting room set up, cleaning of cutlery and crockery between meetings, clearing meeting rooms after meetings, manage and control refreshments and assist the secretaries with adhoc duties

    You will be required to have exceptional organizational skills and the ability to effectively solve any office-related issue. Ultimately, a top-notch secretarial assistant should have strong communication skills, and the ability to maintain a high level of accuracy when working with office accounts or customer queries.

    You will be working for a last standing company with strong values which are customer centric. In return for your services, you will be paid a competitive package, which includes pension fund contributions and a medical aid allowance. You will have access to personal services through the employee assistance program and wellness programs. You will be working for an organisation that values employee development and rewards excellent performance.

    RESPONSIBILITIES INCLUDE:

    • Inform secretary when refreshments need to be replenished or ordered on time to maintain sufficient stock.
    • Check that all refreshments that are delivered are correct.
    • Communicate with staff in a friendly manner.
    • Set up boardrooms on the 5th floor (Executive boardroom, MTR 501 and MTR 508) and prepare for meetings.
    • Clear and clean the boardroom or CEO and directors’ offices after meetings.
    • Collect, wash and dry all cutlery and crockery and store them correctly.
    • Ensure that the kitchen is clean and tidy at all times.
    • Order and collect lunch for the CEO and directors on the floor.
    • Exercise control over the cutlery and crockery and report any breakages immediately.
    • Do all preparations on time, effectively and adhere to daily schedules.
    • Understand the correct tray layout when serving tea/coffee in CEO and directors’ offices.Serve tea / coffee to Management using the correct tray layout.
    • Deliver files and post as requested by CEO and directors’ secretaries.
    • Assisting the secretaries in simple office duties.
    • Perform additional duties as and when requested and assigned by Department Head: Service Administration, Head: Service Administration and the Executive Secretary.
    • Answer phones and take messages in a professional manner when Secretary is not available.
    • Keep overall eye on the CEO, Directors’ and Secretaries’ offices and ensure that all is kept safe and neat at all times.
    • Assist with adhoc duties when required even in other departments.

    Requirements

    • Grade 9
    • Kitchen assistant
    • Be presentable
    • Attention to detail
    • Punctual
    • Good time management

    go to method of application »

    Senior Clerk: Branch Administration (Montana)

    Description

    New Business

    • Receive outstanding/lodgement etc printed from Head office
    • Attach private stop orders to lodge letter/requirement
    • Receive applications from District Manager/Broker Consultant.
    • Check applications for completeness, correctness and all relevant documents attached.
    • PERSAL- do Qlink affordability enquiries
    • Attach printed reservation to application forms.
    • Incomplete, incorrect applications to be handed back to DM/BC
    • Submit to be scanned.
    • Receive admin referrals
    • 1st premiums not received- print from H/O 1st week- and distribute to DM/BC

    POLICY SERVICES

    • Draw quotations
    • Conversions
    • Sent to Head Office or enquiry form
    • Diarise and check on daily basis
    • Once completed give back to BC/BC

    STATISTICS

    • Print production statements
    • Print list of stop orders to be lodged weekly
    • Print production stats for Area Manager and DMs on daily basis

    SCANNER

    • Check all applications on NasClient
    • Distribute application forms to the relevant Admin Clerk
    • Attach application forms to failed validations and hand over to District Manager/Broker Consultant
    • Request missing application form pages, rescan and send to Head office

    HANDLING OF MARKETING MATERIAL

    • Issue marketing material as per request
    • Ensure that all items booked for use are available and useable
    • Maintain a booking form to be signed on issue and return of material
    • Check if all items are returned and complete and in good condition
    • Report broken material to Area Manager
    • Order stationery for the office and maintain stock level

    ASSET MANAGEMENT

    • Check assets against list from Head Office
    • Report back all differences
    • Send broken assets to Head Office with appropriate forms
    • Report lost assets
    • Ensure that the necessary documents are completed before assets are removed from branch
    • Conduct stock taking

    HANDLING OF PETTY CASH

    • Check assets against list from Head Office
    • Report back all differences
    • Send broken assets to Head Office with appropriate forms
    • Report lost assets
    • Ensure that the necessary documents are completed before assets are removed from branch
    • Conduct stock taking

    GENERAL OFFICE ADMINISTRATION

    • Answer incoming calls, handle queries or direct to the relevant persons
    • Assist Area Manager with other administrative duties. Assistance to Admin personnel
    • Report Faulty machines immediately and follow up on maintenance
    • Handle internal, external post
    • Ensure that the necessary documents are completed before assets are removed from branch
    • Conduct MIE background checks on new appointments and give feedback of progress or results to relevant managers
    • Send policy applications to Head Office
    • Assist District Managers and Broker Consultants with policy administration duties
    • Typing of letters/Emails and Memos
    • Print Contracts
    • Do fingerprints

    Requirements

    • 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

    go to method of application »

    Head: Claims - Pretoria

    Description

    • Manage and drive the performance of your team to ensure optimal turnaround time, reduced outstanding claims and productivity is achieved
    • Ensure that turnaround times from received to finalised are achieved within, meet or exceed the prescribed standards.
    • Ensure outstanding claims are attended to in accordance with, meets or exceeds prescribed standards.
    • Ensure premiums on settled claims for refunds are calculated accurately.
    • Work should be free from errors and done right the first time.
    • Engage actively with team members and ensure that team members are fully trained to perform their duties.
    • Consistently and diligently meet customer's expectation
    • Identify issues, problems and opportunities and determine relevant action to be taken
    • Identify new opportunities to enhance results or minimize problems
    • Build and maintain constructive work relationships
    • Communicate with internal & external clients
    • Customer service skills (NPS Score - Claims Team)
    • Actively seek information to understand customer’s circumstances, problems, needs and expectations
    • Share information with customers to build their understanding of issues.                
    • Respond quickly to meet customer needs and resolve problems.          
    • Identify issues, problems and opportunities and determine relevant action to be taken.             
    • When receiving a premium history, analyse it and make a decision.      
    • Probe all relevant sources to better understand problem, issues and opportunities.                    
    • Choose appropriate action by evaluating options and considering implications in a timely manner.

    Requirements

    • Grade 12 certificate.
    • 3 – 4 years relevant experience in experience in Life Insurance

    go to method of application »

    Senior Clerk - Centurion

    Description

    You will be working for a last standing company with strong values which are customer centric. In return for your services, you will be paid a competitive package, which includes pension fund contributions and a medical aid allowance. You will have access to personal services through the employee assistance program and wellness programs. You will be working for an organisation that values employee development and rewards excellent performance.

    YOUR RESPONSIBILITIES WILL INCLUDE THE FOLLOWING:

    • Efficient and accurate of processing of daily correspondence and email received.
    • Handling of telephonic enquiries and follow-up with outstanding requirements in terms of unpaid claims
    • Provide feedback on outstanding accounts and refunds in debtors
    • General administration

    Requirements

    • Matric
    • 140 Long term insurance credits
    • RE5 Certificate
    • 2 - 3 years' experience in Life Assurance

    go to method of application »

    Liaison Officer-Senior Citizens

    Description
    The main purpose of the position is to increase funeral insurance business and funeral business, by providing relevant services and information to pensioners at retirement establishments and other facilities, through the establishment of relationships between funeral agents and other possible new business sources such as retirement facilities, churches and similar organizations.

    Planning and organising of events at various senior citizen venues

    • Identify objectives of the event and determine the requirements that must be met to accomplish the objectives set
    • Prepare a schedule of monthly events and meetings with pensioners and management at the different institutions (Retirement villages/homes, nursing homes, hospitals, associations and others organisations).
    • Manages relationships with all key-note stakeholders maintaining AVBOB’S high standards
    • Ensure that events are rolled out within the approved budget allocations
    • Provide consolidated feedback to the management of the institution regarding attendance, services provided, etc.

    Marketing of AVBOB

    • Present AVBOB’s services and products to senior citizens and other potential customers / clients
    • Provide professional advice (according to FAIS requirements) to these potential clients
    • Follow-up on leads provided for funerals and other services
    • Do mass presentations to stakeholders

    Collaboration and networking with peers, colleagues, funeral agents and stakeholders

    • Develop and foster strong business relationships with the community, retirement institutions, nursing homes, ambulance services, hospitals, churches, associations, social clubs (Senior Citizens) and stakeholders of other entities assigned
    • Continuously create and form new relationships with relevant stakeholders
    • Liaise with all parties concerned (Area Manager, Funeral Agent, Snr Liaison Officer, management of the institution concerned, etc.
    • Pro-actively solve possible complaints and conflicts and address issues that may occur by investigating issues and provide feedback timeously to stakeholders
    • Liaise with the Funeral agent and Senior Liaison Officer to provide information and support business
    • Build sound relationships with funeral agent through meetings, provide leads and support their business
    • Maintain contact with institutions on a monthly basis to determine current client base at the facilities
    • Market AVBOB products by visiting the facilities to increase our market share

    Administration of new business, policy service

    • Submit monthly event plans to the Area Manager: Funeral Service and the Senior Liaison Officer
    • Collect, analyse and utilise data and feedback to identify opportunities to improve relationships between all stakeholders and new business
    • Prepare and submit monthly reports on the events executed, clients served, etc.
    • Compile incident reports, regarding important issues during events
    • Compile handouts – Life file with all the necessary information and documentation to hand out at the events
    • Obtain the value of a policy and provide feedback (in-person) to the clients
    • Adjust policies as required by the client
    • Follow-up on outstanding issues
    • Collection of premiums at the institutions
    • Reconciliation of expenditure and premiums collected
    • Follow-up on the issuing of new policies, etc.

    Requirements
    Minimum Qualifications

    • Grade 12
    • Relevant marketing qualification

    Knowledge and Experience

    • 3 Years’ experience of opening sources
    • Knowledge of the funeral and/ or insurance industry or Old age facilities

    Method of Application

    Build your CV for free. Download in different templates.

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