REQUIREMENTS FOR THE POSITION:

? Grade 12
? Category B FAIS accredited (140 Long Term Insurance Credits)
? A suitable industry entry qualification within the requirements of the FSCA
? 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 recognised 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
? RE 5 Certificate

EXPERIENCE REQUIRED FOR THE POSITION:

? Knowledge of and experience in Life Assurance industry, preferably in a Credit Service/Policy maintenance environment of atleast two to three (2-3) years
? 2 -3 Years administration experience
? Experience in AVBOB production system will be an advantag

? General reception duties to welcome clients
? Receive and assist walk-in clients with inquiries in line with the client services policy and procedure and/or refer to the relevant department.
? Utilise resources and obtain necessary knowledge and skills to handle and complete enquiries
? Communicate entire processes and or delays and system problems to waiting clients
? General claims, policy services and premium administrative duties relating to client’d policies
? Handling of petty cash, collection of cash from clients for premium payments and refunds of premiums
? Prepare cash for daily banking at the finance department
? Referral of new business to the relevant consultant
? Handle all fraud allegations and compliants
? Monthly and weekly statistics report writing
? General office duties