Senior Clerk - #305787


Date: 2 weeks ago
City: Pretoria, Gauteng
Contract type: Full time

Exception reports

  • Analyse and investigate suspicious transactions on policies on a daily basis from exception reports printed daily.
  • Investigate Cases that are identified with duplicate cell numbers used on different policies on exception reports printed daily, escalate to District Managers, Broker Consultants and Area Managers for feedback.
  • Follow up on numerous lapsed and cancelled policies marketed to same client repetitively – investigate from daily exception reports printed and escalate to District Managers, Broker Consultants and Area Managers for feedback.
  • Follow up with Sales agents with low retention and high sales stats.
  • investigate on monthly reports and escalate to Department Head for further review and action.
  • Investigate Duplicate policies marketed by representatives without payment received.
  • Investigate from daily exception reports and escalate to District Managers, Broker Consultants and Area Managers for feedback
  • Investigate policies cancelled on stop order facilities.
  • Assist with creation of new exception reports according to business needs

Rejected and accepted XN25 List

  • Work on rejected and accepted list: - review information on all lives, addresses, banking details, Representative/broker number, commencement date, sum assured on all lives, table and term selection, premium and payment method, ensuring all benefits are granted and all necessary forms are attached.
  • Process Qlink batch files and investigation of stop order lodgement queries when received.
  • Follow up of outstanding requirements on policy applications.
  • Formulate processes to address outstanding requirements.
  • Ensure policy conversions and queries relating to conversions are addressed with Policy Services and captured correctly by clerks.
  • Process polar applications when required

Training and Testing

  • Testing of new system functions and programs.
  • Conduct training of new personnel on all insurance systems and functions.
  • Daily monitoring of work done by clerks and report on development and training needs.
  • Ensure there are back-ups in place for the daily operations (courtesy calls and for the manual work including batch account holder verification, to be done).
  • Ensure that the Quality Assurance aspects relating to FICA, such as verifying uploaded documents submitted by representatives of Investment Policies

Monitoring and Reporting

  • Provide the Supervisors with feedback on productivity stats per user, worked on a daily, weekly and monthly basis.
  • Listen to Call recordings made by clerks for quality testing purposes.
  • Implementing corrective measures required to ensure that the standard and quality of work is maintained using reports as tools.
  • Reporting of High Risk, unusual and suspicious transactions to Compliance department.

  • Grade 12
  • 2-3 Years Long term insurance experience

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