Clerk

AVBOB South Africa; Centurion; On-site; ZAR 50 000 - 200 000; Full time

Job summary

A well-established insurance company in Centurion is seeking a customer-oriented individual to join their New Business team. This role involves making courtesy calls to clients and onboarding new policyholders to update records and enhance customer experience. Ideal candidates will possess excellent communication skills and a passion for improving client satisfaction. This position offers a dynamic opportunity within a long-standing organization.

Qualifications

• Excellent communication skills required.
• Customer orientation and attention to detail.
• Ability to handle client requests efficiently.

Responsibilities

• Contact clients to confirm uptake of the policy.
• Refer cancellations of policies to relevant personnel.
• Verify client personal details against system information.
• Request and complete full ID numbers of all members.
• Confirm banking details and commencement date of policy.
• Facilitate client requests for policy changes.
• Respond to SMS and email communication from clients.

Job description

Overview

We are looking for a customer orientated individual with excellent communication skills to join our New Business team.

You will be responsible for making courtesy calls to clients and on-boarding new policyholders to update and correct policy records, with the aim of preventing potential delays at claims stage. Providing an after-sales service, improving the customer experience and the improving persistency on the new business portfolio.

You will be working for a company that is over 100 years old with strong values which are customer centric.

Responsibilities

• 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.
• Respond to SMS and email communication from clients.