Clerk: Policy Service

Employer: AVBOB
Location: Centurion
Job Type: Permanent
Department: Policy Services Administration
Reference Number: 103CL09
Industry: Insurance
Positions Available: 1
Salary: Market Related
Closing Date: Not specified

Job Description

AVBOB is looking for a Clerk: Policy Service to join the Policy Services Administration department. The successful candidate will be responsible for handling policy-related documents, ensuring accuracy in data capture, and providing administrative support in line with company policies and procedures.

Key Responsibilities

Document Processing and Verification

Verify that policy numbers on application forms match those in the system.
Ensure all required documents are uploaded, indexed correctly, and complete.
Read and interpret documents before scanning and indexing.
Ensure accurate and complete notes are recorded on the system (XD150).
Receive and sort incoming mail and faxes, ensuring no duplicates.

Scanning and Indexing

Prepare documents for scanning, ensuring clarity and proper alignment.
Group similar-sized documents for efficient scanning.
Adjust scanner settings to optimize image quality and file size.
Scan and name batches according to policy numbers, ensuring no more than 50 documents per batch.
File and store scanned documents per department guidelines.

Client Information Updates

Capture returned mail on the production system and update client addresses.
Process duplicate policy requests and send via mail or email.
Update client details, including contact information and language preferences.
Capture and verify banking details for various transactions (loans, withdrawals, surrenders, cash backs, cancellations, etc.).

Stock and General Administration

Manage daily stationery stock for the department.
Process value letters for single policies.
Ensure timely processing of transactions from the indexing queue within 24 hours.
Communicate outstanding document requirements to clients and branches.
Redirect documents to the appropriate department when necessary.
Report system errors to Team Leaders or the Department Head.
Prepare and send scanned document boxes to the Correspondence department.

Job Requirements

Grade 12 (Matric)
1 year administrative experience
Fluency in English and Afrikaans (read, write, and speak)
Computer literacy (MS Word and Excel)
Recommended: Knowledge of long-term insurance
Recommended: Experience in a client service environment
Strong time management, discipline, and adherence to quality standards

Click here to apply

Clerk: Policy Service