Job Description
Key responsibilities
• 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
• 60 or 120 credits on NQF Level 5 Wealth Management (Depending on date of appointment in the industry) – Advantage
• RE 5 (Advantage)
• Registration as an Employee Representative (FSB)
• Atleast 1 years’ experience in data capturing
• Insurance experience
• MS Word, Excel knowledge
Send your CV and latest pay slip to *****@*****.co.za
AtripleA Recruitment and Temps
www.********.co.za
#atriplea #recruitment #vacancy #data #capturer
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