Senior Clerk : Operations Support

Evaluate and process broker applications within the department turnaround times and process any outstanding requirements and facilitate background checks. Update the application status on the systems and communicate application status with relevant stakeholders. Reconcile broker codes and ensure codes are allocated correctly, facilitate record keeping of all documentation and correspondence of broker.

Evaluate and process requests for broker contracts, compile an addendum and send for authorization. Communicate any broker changes to all stakeholders to effect changes and file all documentation in the broker's file once the amendment is finalized. Generate termination and suspension letters to brokers not meeting the required standards and ensure that all brokers' investigations are recorded and reported to management.

Facilitate the annual Personal Service Provider status verification of contracted brokers to ensure compliance with tax legislation and facilitate administration of BBB-EE. Investigate received broker requests from business stakeholders, New Business, and Complaints department.

Request the broker-issued business report and scrutinize for any alarming patterns that necessitate investigation. Compile and refer the preliminary investigation report to the Forensic department for an in-depth investigation. Communicate the final forensic report to the broker and broker consultant, thereafter refer to the fit and proper committee for review.

Provide administration support to brokers, external broker call centers, group schemes, and benefits. Assist with department functions in case of a team member's absenteeism and assist with branch inquiries.