Clerk

Avbob South Africa; Gauteng; On-site; ZAR 50,000 - 200,000; Full time

Job summary

A reputable insurance firm is seeking a customer-oriented individual for their New Business team. The successful candidate will handle client confirmations, policy adjustments, and communications effectively. Excellent communication skills are essential for this role, which supports client requests and ensures accurate policy management.

Qualifications

• Strong ability to contact and confirm client policy uptake.
• Efficient in handling client communications via SMS and email.

Responsibilities

• Contact clients to confirm their uptake of the policy.
• Refer cancellations of policies to the relevant personnel.
• Verify client personal details and policy details against information on the system.
• Request and complete full ID numbers of all members and beneficiaries on the policy.
• Confirm banking details, debit order, salary, and commencement date of the policy.
• Facilitate client requests for the addition or removal of lives and benefits.
• Conduct change of payment methods and confirmations.
• Capture new banking details and perform same-day deductions.
• Respond to SMS and email communications from clients.

Skills

Excellent communication skills

Customer-oriented approach

Job description

We are looking for a customer-oriented individual with excellent communication skills to join our New Business team. You will be working for a company that is over years old with strong values which are customer-centric.

Responsibilities include:

1. Contact clients to confirm their uptake of the policy.
2. Refer cancellations of policies to the relevant personnel.
3. Verify client personal details and policy details against information on the system.
4. Request and complete full ID numbers of all members and beneficiaries on the policy.
5. Confirm banking details, debit order, salary, and commencement date of the policy.
6. Facilitate client requests for the addition or removal of lives and benefits and the amendment of premiums with the relevant insurance agent.
7. Conduct change of payment methods and confirmation of banking details.
8. Capture new banking details, reload debit orders, and perform same-day deductions upon client requests.
9. Respond to SMS and email communications from clients.

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