Senior Clerk: Brokers (Montana)

We are searching an individual with excellent administration skills to join our Gauteng North Brokers Division as a Senior Clerk: Brokers. You will be responsible for delivery of excellent customer service to our brokers and to ensure that client requests are is processed efficiently, effectively and accurately within the allotted time.

You will be working for a company that is over 100 years old with strong values which are customer centric. In return for your services, you will be paid a competitive remuneration package. You will be working for an organization that values employee development and rewards excellent performance.

RESPONSIBILITIES INCLUDE:

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

• Grade 12

• Category B FAIS accredited (140 Long Term Insurance Credits)

• A suitable industry entry qualification within the requirements of the Financial Services Board

• Comply with FAIS legislation for registration as Fit and Proper individuals:

• Applications who entered the industry as follows:

• From years 2004 – 2007 requires 30 credits on NQF 4 obtained by 31 December 2009

• From years 2008 – 2009 requires 30 credits or 60 credits on NQF 4 obtained by 31 December 2011 or full FAIS recognized qualification obtained by 31 December 2013

• All those appointed in the industry from the year 2010 onwards require a full FAIS recognized qualification

• Clear ITC

• Clear criminal record

• RE5/ RE1 will be a strong advantage

• Intermediate Computer Skills (Ms Office, Excel and E-mail)

• Extensive experience in providing administrative support

• Experience in coordinating projects will be an advantage

• Extensive knowledge of Financial Advisory and Intermediary Services Act & Regulations

• Ability to identify fraudulent/ suspicious practices

• Excellent verbal and written communication skills

• Good interpersonal skills to work with management and suppliers

• Ability to pay attention to detail

• Ability to work under pressure and still be effective