Senior Clerk

2 weeks ago


Pretoria, Gauteng, South Africa AVBOB Full time

Key Performance Areas:

  • Receive and handle telephone policy enquiries in Call Centre department and action accordingly.
  • Providing enquiry numbers on claims to branches.
  • Followup on outstanding requirements in terms of unpaid claims.
  • Refer leads to the Direct Marketing Department.
  • Provide feedback on outstanding accounts and refunds in debtors.
  • Followup on nonpayments of premiums, defaults payments and incorrect deductions.
  • Add a life to a policy (Not for PERSAL or Department of Defence (DOD).
  • Add a child to an already existing child benefit (Not for PERSAL or DOD).
  • Remove a life (Not for PERSAL or DOD).
  • Remove child (as long as it is not the removal of the child benefit completely and not for PERSAL or DID).
  • Duplicate a policy (send a copy of the policy to the client).
  • Providing the Policy values to a client or their broker (the client can give authorization for a broker to get access on the phone).
  • Provide Policy info to clients.
  • Assist Clients with the following additional transactions
  • Paid up RSA (reduced some assured).
  • Inflation
  • Reinstatements.
  • Cessions.
  • The client will still have to send us a hard copy of the cession as this is a legal document.
  • Stop Payments.
  • Other loans (when you change your payment method).


Grade 1
  • RE 140 long term FAIS credits.
  • Three (3) years' experience in the Life Insurance Industry,
  • Experience in a client service policy maintenance environment.

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