Clerk

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

Job summary

A long-standing insurance company in Gauteng is seeking a customer-oriented individual to join their New Business team. The role involves making courtesy calls, onboarding new policyholders, and ensuring accurate policy records. Candidates should have excellent communication skills, and experience in customer service or a long term insurance certificate is an advantage. This position aims to enhance the customer experience and maintain a strong business portfolio.

Qualifications

• Relevant experience in customer service or insurance.
• Long term insurance certificate will be an advantage.

Responsibilities

• Make courtesy calls to clients and onboard new policyholders.
• Update and correct policy records to prevent claim delays.
• Provide after-sales service and improve customer experience.

Skills

Excellent communication skills

Customer orientation

Education

Long term insurance certificate

Job description

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 years old with strong values which are customer centric. 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.

Qualifications

• Years' relevant experienceLong term insurance certificate will be advantage