Customer Service Specialist

15 hours ago


Centurion, Gauteng, South Africa AVBOB South Africa Full time

Job Title: Customer Service Specialist - Life Insurance

Company Overview: AVBOB South Africa is a well-established company with strong values.

We are committed to providing exceptional service to our clients and are seeking a highly skilled and customer-focused individual to join our Call Centre team.

About the Job

This is an exciting opportunity to work in a fast-paced Call Centre environment, providing top-notch support to clients and ensuring seamless policy maintenance processes.

Key Responsibilities

  1. Handle telephone policy enquiries and take appropriate action.
  2. Process new applications and resolve any outstanding requirements.
  3. Provide enquiry numbers on claims to branches.
  4. Follow-up on outstanding requirements in terms of unpaid claims.
  5. Refer leads to the Direct Marketing Department.
  6. Provide feedback on outstanding accounts and refunds in debtors.
  7. Follow-up on non-payments of premiums, defaults payments and incorrect deductions.
  8. Add a life to a policy.
  9. Add a child to an already existing child benefit.
  10. Remove a life.
  11. Remove child.
  12. Duplicate a policy.
  13. Provide Policy values to a client or their broker.
  14. Record all instances of consent on the system.
  15. Provide policy information to clients with a single policy.
  16. Paid up RSA (reduced some assured).
  17. Inflation.
  18. Reinstatements.
  19. Cessions.
  20. Stop Payments.
  21. Other loans (when you change your payment method).

Requirements

To be successful in this role, you will require:

  • Grade 12.
  • 140 long term FAIS credits.
  • 3 years' experience in the Life Insurance Industry.
  • RE5 (advantageous).
  • Experience in a client service policy maintenance environment.
  • Ability to work independently, show initiative and to be responsible.
  • Analytical and leadership skills.
  • Communication and interpersonal skills.
  • Client orientated.
  • Administrative / Management jobs.

Work Environment

This role is based in a dynamic Call Centre environment where you will work closely with various stakeholders, including clients, brokers, and internal teams.



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