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Senior Clerk: Client Services

4 weeks ago

Pretoria, South Africa AVBOB Full time

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.
- Utilize 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’d 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
- Grade 12
- Category B FAIS accredited (140 Long Term Insurance Credits)
- A suitable industry entry qualification within the requirements of the Financial Services Board
- 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
- Knowledge of and experience in Life Assurance industry, preferably in a Credit Service/Policy maintenance environment of atleast two to three (2-3) years
- 2 -3 Years administration experience
- Experience in AVBOB production system will be an advantage