We are seeking an Insurance Data Capturer in Empangeni.

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)
• Atleast 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

Ref: JHB000659/Bron