5 Dec '18
Temp Datacapturers_Relief

Insurance, Eastern Cape Port Elizabeth

R 39

Temp Data Capturers with Data Capturing in Long Term Life Insurance Sector_Relief Assignments during leave based in Port Elizabeth, E Cape

1. Process and administrate application

  • 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

2. Send captured application forms to Head Office for archiving

  • Register successful applications
  • Send the original application form for tick off process
  • Follow up on all outstanding requirements from tick off

3. Documentation and Filing Procedures

  •  Keep record systems up to date
  • 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)
  • At least 1 years’ experience in data capturing
  • Insurance experience

Incumbent accountability

  • Authenticity and completeness of application form
  • Correct data capturing
  • Follow up procedures from underwriting
  • Liaise and correspondence with Sales Managers
  • Information and feedback to Office Manager

Referral to Line Manager for approval

  • New Business sign off
  • Tick off process sign off
  • Incomplete application forms

Ad Visible Until: 20 December 2018
Ref: JHB000937/VMC

Vacancy Type: Permanent