Senior Clerk: Client Services

5 days ago

Nelspruit, South Africa AVBOB Full time

We are searching an individual with excellent client service skills to join our Nelspruit Clients Services Office as a Senior Clerk. You will be responsible for delivery of excellent customer service to our policy holders and to ensure that client requests are is processed efficiently, effectively and accurately within the allocated time.

You will be working for a company that is over 100 years old with strong values which are customer centric. In return for your services, you will be paid a competitive remuneration package. You will be working for an organization that values employee development and rewards excellent performance.

**Your Responsibilities will 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.
- 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 complaints.
- 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 obtianed 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

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