Senior Clerk: Group Schemes and Retail (Montana) - Pretoria
Avbob
Reception Welcome and assist Clients with short inquiries. Register clients on the queue management system. Issue clients with ticket inquiry. Communicate any requirements to clients. Register and refer clients for funeral to funeral arrangement office. Provide group schemes policy info to clients. Refer and direct clients to group schemes consultants for enquiries. Communicate any delays and system problems to waiting clients. Policy Updating. Policy Services Draw quotations. Process conversions as per client requirements. Handle daily enquiries. Fraud misrepresentation. Receive and write into book to be signed. Distribute to Group Schemes Consultants. File, diarise and send cases to head office further investigation. Statistics Print production figures. Print list of stop orders still to be lodged. Print production stats for GSC on daily basis. Claims Assist clients to complete claim documents. Communicate all required documents to clients. Communicate all outstanding documents to the client. Premium Collection/ Banking Collect cash from clients for premium payment. Prepare cash for banking at finance department daily. Premium Administration Assist clients with changes regarding their debit orders, stop order or cash payment methods. Refunds of premiums. Stop Payments Assistant to the Area Manager Typing of Letters/ Memos. Type Month end reports/ budget. Maintain the Group Schemes Consultant’s diary. General Administration Typing of office documents. Send/receive faxes and email Look up information for representatives on production. Attend to Telephone enquiries from GSC/clients. Sort and distribute commission statements. Print team-list – distribute to GSC Matric (Grade 12) Computer literate and must be able to work under pressure Good communication skills (English and two African languages) Should be client friendly and service orientated Listening and problem solving skills 2 – 3 Years life assurance, preferably in policy maintenance/client services environment 2 – 3 Years administrative experience AVBOB Production system will be an advantage
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