Dispatch clerk
AVBOB
- Processing outgoing mail, Verifying addresses, Updating files
RICARDO FARMER
Admin Head Of New Business
Pretoria,GP
Work History
Promoted to Verifier
AVBOB
- Checking of applications
- Data capturing of information on to system
- Correcting of data on scanning system
- Assisting with all correspondence
- Assisting clerks with the processing of outgoing mail
Promoted to Validator
AVBOB
- Correcting data on scanning system
- Rectifying errors according to procedures, where applicable
- Referring errors to branches to rectify
- Handling written and telephonic enquiries
- Testing new products on the system
- Providing training
Promoted to Medical Underwriter
AVBOB
- Oversee and manage the selection of application forms done per user on daily basis, from the system
- Comparison of information on application form to the mainframe, Identification of errors made by users and branches
- Control work quality of Verifiers/Validators and 2nd checker in general
- Correction and verification of addresses done incorrectly, Calculation of commission to clerks in terms of error percentages per user
- Daily stats to Dept Head
- Training of staff on error found
- Preparation of reports on type of mistakes, qualities, and daily statistics
- Medical Underwriting which includes: The rectifying of medical and administration errors
- Use of relevant reports and medical information to effectively accept/decline benefits
- Voice logged calls to confirm medical information
- Updating of ASISA register correctly
- Liaise with peers, seniors, and clients on controls to be exercised, Rendering assistance to other staff when necessary
- Handling of telephonic /written queries relevant to this position
Promoted to New Business Dept Head
AVBOB
- Request reports for investigations
- Receive and update all information from reports
- Compute, calculate and compile various data to process it into a report
- Communicate all reports through to manager and dept head, Provide training
- Try to better daily programs to improve dept work outputs,
- Training of new products and changes on existing products,
- Testing of new products and system
- Request reports for validators, senior clerks, and correspondence clerks
- Compile stats on daily and monthly base
- Update the stats according to issued business and outstanding requirements
- Assist admin head with daily duties if required, General dept head duties
Promoted to New Business Admin Head
AVBOB
- Develop and maintain proper systems and procedures in an accurate manner to handle the requirements of the centralised retention department to grow customer loyalty and the retention of policies
- Maintain policy and procedure manuals for the centralised Retention department which includes
- Quality Assurance, onboarding, courtesy calls on policy validations, non-payments, cancellations, and premium admin retention, and ensure that circulars are updated
- Evaluate systems by means of audits reports
- Handle and monitor complaints and requests
- Approval of policy adjustments and changes along policy requirement guidelines ensuring that the best interest of the client has been considered, Address commission that may impact on policy changes
- Approval of premium refunds and payments of policies that could not be issued
- Communication with internal and external audit, ASISA, FSB, managers, and intermediaries
- Adherence to all regulatory requirements, for example the FSB’s rule and principles, Data Protection Act and Money Laundering regulations, Awareness of the Group’s policies and procedures, and the regulations relevant to your role
- Consistently demonstrate understanding of how the principle of TCF and the underlying six TCF outcomes impacts your role and is embedded in the culture of AVBOB
- To inspect, amend and control work processes, systems, and procedures with the aim of streamlining and simplifying processes in order to achieve optimal efficiency and productivity
- Investigate all possible improvements on the current systems,
- Investigate other systems or alternative retention processes that can be to the benefit of the organisation
- Prepare detailed specifications for the changes on existing programs or detailed specification for new systems/ programs,
- Testing of system changes and new programs
- Implementing system changes and new programs
- Develop and customise all new and existing forms
- Prepare detailed exception reports to manage the day functions in the departments
- Change policy and procedure manual accordingly
- Responsible for identifying risks, monitor and measuring risk against risk appetite, risk mitigation strategies and risk reporting,
- To manage and control the key performance areas of subordinates, by leading and directing them towards the implementation of the strategic policy and operational plan of the department
- Ensure continuous system development/enhancement to ensure that all the needs of Quality Assurance, Courtesy calls, and Retentions are covered, including Reports
- To ensure that complaints and enquiries referred from management are prioritized for investigation and that communication/ liaison matters receive the required attention which serves the needs of all policy holders, internal and external clients, and other stakeholders
- Compile monthly reports for discussion with department heads and manager
- Prepare progress reports on project
- Attend to enquiries escalated by policy holders, broker’s intermediaries and other stakeholders
- Attend to complaints of a serious nature (FSB, ASISA and Ombudsman)
- Revise letter drafted by subordinates
- Checking and approve payments to the brokers, intermediaries and claims within the laid down limits
- Attend to reports from internal and external auditors, ASISA, FSB, Managers and intermediaries
- To analyse and interpret statistics, monitor the activities of the department in an informed manner and report on own departmental budgets
- A budget plan is drawn for Group Schemes and commissions department
- Following up on schemes who is behind in premiums, Commission calculation
- Commission reconciliation
- Group schemes (I209) reconciliation, G006 (premium account) reconciliation
- To manage the human resources of the relevant section with the assistance of the management team and provide required inputs, evaluations, and feedback to ensure the effective functioning of the team
- Determine staff requirements and plan, develop, and maintain suitable manpower capabilities for the departments
- Manage subordinates along the guidelines provide in the policy and procedure manual
- Prepare job description for all staff members in the department, Identify and address functional related problems and opportunities
- Do performance appraisal every three months, Identify training needs of new and current members
- Disciplinary counselling and warning sessions
Education
Matric -
Staats President CR Swart High School
IT Engineering certificate - undefined
CTI
Skills
Decision making
Time Management
Management skills
Adaptability
Problem solving abilities
Critical thinking
Effective communication
Analytical Thinking
Database Management
Professionalism
Quality Control
Interpersonal Communication
Timeline
Dispatch clerk
AVBOB
Promoted to Verifier
AVBOB
Promoted to Validator
AVBOB
Promoted to Medical Underwriter
AVBOB
Promoted to New Business Dept Head
AVBOB
Promoted to New Business Admin Head
AVBOB
Matric -
Staats President CR Swart High School
IT Engineering certificate - undefined
CTI