Clerk: Debit Order

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

Job summary

A financial services provider in Centurion is seeking a self-motivated individual to join their Debit Orders team. The successful candidate will be responsible for processing payment files accurately and handling customer queries over the phone and via email. Strong attention to detail and customer service skills are essential for this role to maintain high departmental standards and ensure compliance with all necessary protocols. This position offers an opportunity to contribute to a supportive team environment.

Qualifications

• Strong customer service skills and ability to handle queries professionally.
• Ability to process information accurately and efficiently.
• Good communication skills for handling queries.

Responsibilities

• Process debit order authorization forms efficiently and accurately.
• Handle telephonic queries and follow up on non-payments.
• Assist the Senior Clerk with daily/weekly statistics.

Skills

Customer orientation

Self-motivation

Attention to detail

Job description

Job Overview

We are looking for a customer orientated and self‑motivated individual to join our Debit Orders team. Under the direction of the Senior Clerk, you will be responsible for ensuring that all payments files are processed accurately, correctly and in a timely manner and keep the standard of the department at a high level.

Processing of Daily Correspondence and Emails

• Process debit order authorization forms efficiently and accurately.
• Ensure that letters and emails are printed for all amendments that are done.
• Capturing of new bank account details, verifying addresses and contact details.
• Handling telephonic queries and following up on non‑payments.
• Premium cancellation should also be done in a timely manner to prevent policies from lapsing.
• General office administration: Cancellation of Debit Orders, Updates, Bank Updates and working on return to sender letters.
• Daily lapse reports as sent by supervisor, preventing lapses sending stats as requested.

Statistics and Assistance to the Senior Clerk

• Providing the Senior Clerk with statistics e.g. post and schedules on a daily/weekly basis.
• Need to assist Senior Clerk if instructed by the Supervisor: Think of it as it is for your own benefit.

Handling of Telephone Queries and Following up on Non‑Payments

• The policy holder/institution or life office should be kept updated regarding the progress of the query.
• All queries should be handled in a professional manner whether it is via e‑mail/letter or telephone.