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Clerk

1 month ago

Centurion, South Africa AVBOB Full time

We are looking for a customer oriented individual with excellent communication skills to join Retentions team focusing on new business validation. You will be responsible for making courtesy calls to clients and on-boarding new policy holders to update and correct policy holders with the aim of improving the credibility of information received, providing an after-sale, customer experience and persistency on the new business portfolio.
- Contacting clients to confirm their uptake of the policy.
- Refer cancellations of policies to the relevant personnel.
- Verifying client personal details and policy details against information on the system.
- Requesting and completing full ID numbers of all members’ and beneficiaries on the policy.
- Confirming banking details, debit order, salary and commencement date of the policy.
- Facilitate client requests for the addition or removal of lives and benefits and the amendment of premiums with the relevant insurance agent.
- Conduct change of payment methods and confirmation of banking details.
- Capture new banking details, reload debit orders and perform same day. deductions upon request from clients.
- Grade 12
- 2 - 3 years experience in Long term insurance