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.<\/p>\n
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Job Title: Senior Clerk: Retention (B5)<\/strong> Job Summary:<\/strong>
\nLocation:<\/strong> Pretoria, Gauteng, South Africa
\nReference #:<\/strong> 117SNCL13
\nContract Type:<\/strong> Permanent<\/p>\n
\nRESPONSIBILITIES INCLUDE:<\/strong>
\nHandling of telephonic and written queries
\n\u2022Respond and follow up on queries from clients
\n\u2022Handling of telephonic queries and follow up on non-payments
\n\u2022Provide written feedback for queries received via e-mail, fax and post, within 3 working days
\n\u2022Update XD150 accordingly and send correspondence to image viewer
\nMonitor Discrepancy Report \u2013 XR 960 (Policies with Cash Payments \u2013 ACB and Naedo)
\n\u2022Investigate the reasons for clients making cash payments on policies for which the current payment methods are ACB and Naedo
\n\u2022Do the required XJ30 journal if automated premium debt was added upon a debit order non-payment and the client afterwards settles the arrears\/debt
\noApply debt if there is still arrears and if current debt balance is not already 6 months
\n\u2022Other non-payment reasons, e.g. Debits not allowed, No authority to debit
\noCheck if new banking details were received and if not, alter payment method to Cash
\n\u2022The 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
\noThis must be a recurring matter \u2013 four > consecutive months
\noApply debt if there is still arrears and if current debt balance is not already 6 months
\noAdvise 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
\n\u2022XD 150 to be updated to indicate any actions done
\nDaily Payments at Pay@ Retailers (All payment methods)
\n\u2022Investigate the reason for any arrears after the payment by the client
\noApply debt if there are still arrears and if current debt balance is not already 6 months
\noAlter the commencement date to coincide with the first premium payment on newly issue policies
\n\u2022Investigate and reinstate any lapsed policies after the payment by the client
\noApply debt if there is still arrears and if current debt balance is not already 6 months
\noAdvise the client via a sms\/email message if the reinstatement cannot be done and confirm the arrears
\n\u2022XD 150 to be updated to indicate any actions done
\nDaily Cash Receipts\/Payments at AVBOB Offices \u2013 XI96 (ACB and Naedo Method)
\n\u2022Investigate the reason for arrears on policies which are about to lapse after the recent payment from the client
\noApply debt if there is still arrears and if current debt balance is not already 6 months
\noAlter the commencement date to coincide with the first premium payment on newly issue policies
\n\u2022Investigate and reinstate any lapsed policies (status 8) after the payment by the client
\noApply debt if there is still arrears and if current debt balance is not already 6 months
\noAdvise the client via a call\/sms\/email message if the reinstatement cannot be done and confirm the arrears
\nAssist junior team with Provisional lapses
\n\u2022Contact clients on the provisional lapse list – policies > 24 months and older
\n\u2022Add non lapse codes upon a promise to pay by a client taking into consideration previous arrangements made by the client
\nAssis junior team with Vodacom replies from clients
\n\u2022Contact the clients who indicated that they wanted a Call Back after the first reminder sms for the month
\n\u2022Review the client\u2019s premium payment history and advise client accordingly
\n\u2022Add non-lapse codes if the client indicate that payment will only be done after the finale lapse run for the month
\nAssist with training of new personnel
\n\u2022Provide training and assistance to new clerks
\n\u2022Check the work done by clerks and report any training needs to the supervisor
\n\u2022Provide the Supervisors with feedback w.r.t reports worked on a daily, weekly and monthly basis<\/p>\n