CLERK: BRANCH ADMINISTRATION (Pretoria)

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

APPLY ONLINE

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