Clerk: Policy Service
Location: Centurion
Company: AVBOB
Job Reference Number: 103CL04
Department: Policy Services Administration
Industry: Insurance
Job Type: Permanent
Salary: Market Related
Positions Available: 1
Job Overview:
AVBOB is seeking a Clerk: Policy Service to join their Policy Services Department. The successful candidate will be responsible for processing and managing policy-related documents, ensuring accuracy and adherence to procedures, and supporting the team in daily operational tasks.
Key Responsibilities:
- Document Management:
- Ensure policy numbers on application forms match those in the workflow.
- Verify all required documents are correct, complete, and indexed properly.
- Read and interpret documents to understand the nature of the inquiry before scanning and indexing.
- Scan documents ensuring clarity, proper orientation, and correct resolution settings.
- Check if all pages are scanned correctly, ensuring duplex scanning where applicable.
- Manage incoming mail, sort and prepare documents for scanning.
- Capture all returned mail on the production system and rectify policyholder addresses.
- Data Accuracy:
- Investigate unresolved document items and re-index accordingly using the outstanding procedure.
- Ensure timely handling and completion of transactions, keeping within a 24-hour maximum timeframe.
- Update client details, including contact information, language preferences, and banking details for various transactions.
- Print duplicate contract/policy information and process requests accordingly.
- Reporting & Filing:
- Report system errors to Team Leaders or Department Head.
- File scanned documents and maintain records as instructed.
- Communicate with clients and branches regarding outstanding requirements.
- Team Support:
- Work towards daily, weekly, and monthly targets set by Team Leaders.
- Report errors to Team Leaders promptly and follow up on unresolved items.
- Assist with stock management, such as ordering, receiving, and storing stationery.
- Mark and send boxes of scanned documents to the Correspondence department.
Requirements:
- Education:
- Grade 12 (Matric)
- Experience:
- 1 year of administrative experience (preferably in the insurance industry).
- Experience in Long Term Insurance and client service is recommended.
- Skills & Competencies:
- Ability to communicate fluently in English and Afrikaans (read, write, and speak).
- Proficient in Microsoft Word and Excel.
- Good attention to detail and accuracy in handling documents.
- Strong time management and organizational skills.
- Ability to adhere to regulations and quality standards.
Position Details:
- Work Level: Junior
- Job Type: Permanent
- Salary: Market-related
- Location: Centurion
If you’re a detail-oriented individual with administrative experience, apply for the Clerk: Policy Service position at AVBOB today and contribute to the smooth operation of the Policy Services Department!
