AVBOB Mutual Assurance Society Ongoing Job Vacancy

Posted on :

3 May, 2022

Category :

Administrative Jobs in South Africa

The above-mentioned position exists within the Premium Administration Department and is responsible for investigation and attend to various discrepancy reports to enable proper policy maintenance and retention. Investigate any preventative measures and recurring errors. Enhance reports/ systems to increase productivity and efficiency.

 

 

 

 

Job Title: Senior Clerk: Retention (B5)
Location: Pretoria, Gauteng, South Africa
Reference #: 117SNCL13
Contract Type: Permanent

Job Summary:
RESPONSIBILITIES INCLUDE:
Handling of telephonic and written queries
•Respond and follow up on queries from clients
•Handling of telephonic queries and follow up on non-payments
•Provide written feedback for queries received via e-mail, fax and post, within 3 working days
•Update XD150 accordingly and send correspondence to image viewer
Monitor Discrepancy Report – XR 960 (Policies with Cash Payments – ACB and Naedo)
•Investigate the reasons for clients making cash payments on policies for which the current payment methods are ACB and Naedo
•Do the required XJ30 journal if automated premium debt was added upon a debit order non-payment and the client afterwards settles the arrears/debt
oApply debt if there is still arrears and if current debt balance is not already 6 months
•Other non-payment reasons, e.g. Debits not allowed, No authority to debit
oCheck if new banking details were received and if not, alter payment method to Cash
•The payment method of the policy must be altered to Cash if no premium payments are being received via the debit order/Naedo system and if the client settles the arrears each month via cash
oThis must be a recurring matter – four > consecutive months
oApply debt if there is still arrears and if current debt balance is not already 6 months
oAdvise the client via a sms/email that the debit order has been cancelled as a result of frequent cash payments and that he must contact us should this not be convenient
•XD 150 to be updated to indicate any actions done
Daily Payments at [email protected] Retailers (All payment methods)
•Investigate the reason for any arrears after the payment by the client
oApply debt if there are still arrears and if current debt balance is not already 6 months
oAlter the commencement date to coincide with the first premium payment on newly issue policies
•Investigate and reinstate any lapsed policies after the payment by the client
oApply debt if there is still arrears and if current debt balance is not already 6 months
oAdvise the client via a sms/email message if the reinstatement cannot be done and confirm the arrears
•XD 150 to be updated to indicate any actions done
Daily Cash Receipts/Payments at AVBOB Offices – XI96 (ACB and Naedo Method)
•Investigate the reason for arrears on policies which are about to lapse after the recent payment from the client
oApply debt if there is still arrears and if current debt balance is not already 6 months
oAlter the commencement date to coincide with the first premium payment on newly issue policies
•Investigate and reinstate any lapsed policies (status 8) after the payment by the client
oApply debt if there is still arrears and if current debt balance is not already 6 months
oAdvise the client via a call/sms/email message if the reinstatement cannot be done and confirm the arrears
Assist junior team with Provisional lapses
•Contact clients on the provisional lapse list – policies > 24 months and older
•Add non lapse codes upon a promise to pay by a client taking into consideration previous arrangements made by the client
Assis junior team with Vodacom replies from clients
•Contact the clients who indicated that they wanted a Call Back after the first reminder sms for the month
•Review the client’s premium payment history and advise client accordingly
•Add non-lapse codes if the client indicate that payment will only be done after the finale lapse run for the month
Assist with training of new personnel
•Provide training and assistance to new clerks
•Check the work done by clerks and report any training needs to the supervisor
•Provide the Supervisors with feedback w.r.t reports worked on a daily, weekly and monthly basis

Requirements:
QUALIFICATION REQUIREMENTS FOR THIS POSITION:
•Grade 12

EXPERIENCE AND KNOWLEDGE REQUIRED FOR THE POSITION:
•2- 3 Years’ relevant experience (Long Term Insurance experience will be an advantage).

COMPETENCIES REQUIRED FOR THE POSITION:
•Excellent communication skills.
•Computer literate (MS Office).
•Good interpersonal skills.
•Be accurate and figure oriented (compile reconciliations).
•Be client friendly and service oriented.

To Apply:

Click Here!

Application Deadline: 10/05/2022


Anybody asking you to pay money to schedule your interview or offer you job may be a scam

Jobs in South Africa | SA Jobs | Companies | Jobs in SA