Assupol: Data Capturer

at Assupol
Location Johannesburg, South Africa
Date Posted January 23, 2020
Category Accounting & Finance
Job Type Full-time

Description

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

Requirements

FORMAL EDUCATION

  • Matric

TECHNICAL/LEGAL CERTIFICATION

  • 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)

EXPERIENCE

  • At least 1 years’ experience in data capturing
  • Insurance experience