Job Title: Clerk (Indexing)
Reference #: 103IND01/02/03
Contract Type: Permanent
Location: Pretoria, Gauteng, South Africa
Job Functions Administration
Industries Admin, Office & Support,Insurance
Receive incoming mail and faxes and interpret all documents to understand the nature of enquiry before scanning and indexing.
Ensure that all application forms are correctly completed and ensure that the policy number on the application forms match the policy number on workflow.
Check if the mail type relate to the enquiry on the forms received and that all the required documents received are legible and correctly uploaded.
Investigate unresolved documents items and re index accordingly and ensure that there are full and complete notes made on XD150.
Check and capture banking details for Loans, Withdrawal, Surrenders and Cash Backs, Cancellations etc.
Timely handling/completion of transactions from the indexing queue within 24 hours max and refer documents to relevant departments and communicate outstanding requirements with the client/branch
Filling of scanned documents and keep record as instructed by team leaders/department head
Report system errors to Team leaders or Department Head
Adhere to all administrative functions within the department
Knowledge and Experience
1 Year Experience
Microsoft word & Excel (will be an advantage)
Technical and Behavioural Competencies
Ability to communicate in English fluently (read, write, speak) and Afrikaans.
At least 1 year administrative experience.
Experience/knowledge in long term insurance recommended.
Experience in and knowledge of client service environment recommended.
Good record in discipline re attendance, time management, production, quality, adherence to regulations and instructions, etc.
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