Senior Clerk: Policy Services (B5).

at Job Search
Location Pretoria, South Africa
Date Posted Feb 12, 2021
Category Market & Customer Research Jobs
Job Type Full-time

Description

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.
Requirements
QUALIFICATION REQUIRED FOR THE POSITION:
- Grade 12

EXPERIENCE REQUIRED FOR THE POSITION:
- 2 – 3 Years’ administrative experience in Long Term Insurance environment.
- At least 1 year experience and knowledge in client service environment and
policy services.

COMPETENCIES REQUIRED FOR THE POSITION:
- Excellent communication and interpersonal skills
- Computer literate (MS Office)
- Good time and cost management.
- Be client friendly and service oriented

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