Senior Clerk: Client Services

2 weeks ago


Johannesburg, Gauteng, South Africa AVBOB South Africa Full time
Job title : Senior Clerk: Client Services - Alberton (JHB South)Job Location : Gauteng, JohannesburgDeadline : April 06, 2025Quick Recommended Links
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Description
RESPONSIBILITIES INCLUDE:

  • General reception duties to welcome clients
  • Receive and assist walk-in clients with inquiries in line with the client services policy and procedure and/or refer to the relevant department.
  • Utilise resources and obtain necessary knowledge and skills to handle and complete enquiries
  • Communicate entire processes and or delays and system problems to waiting clients
  • General claims, policy services and premium administrative duties relating to client's policies
  • Handling of petty cash, collection of cash from clients for premium payments and refunds of premiums
  • Prepare cash for daily banking at the finance department
  • Referral of new business to the relevant consultant
  • Handle all fraud allegations and compliants
  • Monthly and weekly statistics report writing
  • General office duties

Requirements

REQUIREMENTS FOR THE POSITION:

  • Grade 12
  • Category B FAIS accredited (140 Long Term Insurance Credits)
  • A suitable industry entry qualification within the requirements of the FSCA
  • Comply with FAIS legislation for registration as Fit and Proper individuals:
  • Applications who entered the industry as follows:
  • From years 2004 – 2007 requires 30 credits on NQF 4 obtained by 31 December 2009
  • From years 2008 – 2009 requires 30 credits or 60 credits on NQF 4 obtained by 31 December 2011 or full FAIS recognised qualification obtained by 31 December 2013
  • All those appointed in the industry from the year 2010 onwards require a full FAIS recognized qualification
  • Clear ITC
  • Clear criminal record
  • RE 5 Certificate

EXPERIENCE REQUIRED FOR THE POSITION:

  • Knowledge of and experience in Life Assurance industry, preferably in a Credit Service/Policy maintenance environment of at least two to three (2-3) years
  • 2 -3 Years administration experience
  • Experience in AVBOB production system will be an advantage
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