CLERK: BRANCH ADMINISTRATION (Pretoria)
Description
New Business
- Receive outstanding/ lodgement etc. printed from Head office
- Attach private stop orders to lodge letter/requirement
- Receive applications from District Manager/Broker Consultant.
- Check applications for completeness, correctness and all relevant documents attached.
- PERSAL- do Qlink affordability enquiries
- Attach printed reservation to application forms.
- Incomplete, incorrect applications to be handed back to DM/BC
- Submit to be scanned.
- Receive admin referrals
- 1st premiums not received- print from H/O 1st week- and distribute to DM/BC
POLICY SERVICES
- Draw quotations
- Conversions
- Sent to Head Office or enquiry form
- Diarise and check on daily basis
- Once completed give back to BC/BC
STATISTICS
- Print production statements
- Print list of stop orders to be lodged weekly
- Print production stats for Area Manager and DMs on daily basis
SCANNER
- Check all applications on NasClient
- Distribute application forms to the relevant Admin Clerk
- Attach application forms to failed validations and hand over to District Manager/Broker Consultant
- Request missing application form pages, rescan and send to Head office
HANDLING OF MARKETING MATERIAL
- Issue marketing material as per request
- Ensure that all items booked for use are available and useable
- Maintain a booking form to be signed on issue and return of material
- Check if all items are returned and complete and in good condition
- Report broken material to Area Manager
- Order stationery for the office and maintain stock level
ASSET MANAGEMENT
- Check assets against list from Head Office
- Report back all differences
- Send broken assets to Head Office with appropriate forms
- Report lost assets
- Ensure that the necessary documents are completed before assets are removed from branch
- Conduct stock taking
HANDLING OF PETTY CASH
- Check assets against list from Head Office
- Report back all differences
- Send broken assets to Head Office with appropriate forms
- Report lost assets
- Ensure that the necessary documents are completed before assets are removed from branch
- Conduct stock taking
GENERAL OFFICE ADMINISTRATION
- Answer incoming calls, handle queries or direct to the relevant persons
- Assist Area Manager with other administrative duties. Assistance to Admin personnel
- Report Faulty machines immediately and follow up on maintenance
- Handle internal, external post
- Ensure that the necessary documents are completed before assets are removed from branch
- Conduct MIE background checks on new appointments and give feedback of progress or results to relevant managers
- Send policy applications to Head Office
- Assist District Managers and Broker Consultants with policy administration duties
- Typing of letters/Emails and Memos
- Print Contracts
- Do fingerprints
Requirements
- Grade 12
- 1-2 years relevant office administration experience will be a definite advantage
- Clear ITC
- Clear criminal record
- Experience in AVBOB production system will be an advantage