AVBOB: Branch Administration Clerk

Responsibilities:

Include but not limited to:

• 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
• 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
• 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

Requirements:

• Grade 12 / Matric certificate
• Clear ITC
• Clear criminal record

Advantageous:

• 1 - 2 years relevant office administration experience will be a definite advantage
• Experience in AVBOB production system will be an advantage