Description
Introduction
Purpose Statement
To capture Group new business policies
Job Functions
Administration
Industries
Insurance
Specification
- Check and validate application forms for quality control
- Follow the capturing procedure
- Second validation of Declaration of Health, pay-slips and relevant medical documents must be forwarded to Underwriting department timeously
- Send incomplete applications back to Office Managers
- Process application form on system
- Follow up on outstanding documentation with Office Manager
- Liaise with New Business department on outstanding and provide feedback to Office Managers
- Email scanned successful application forms to New business department
- Capture a minimum of 60 policies per day
- Register successful applications
- Send the original application form for tick off process
- Follow up on all outstanding requirements from tick off
- Keep record systems up to date
Requirements
- Matric
- Certificate in Computer Literacy
- RE 5 (Advantage)
- Atleast 1 years’ experience in data capturing
- Insurance experience