Debtors Clerk (Insurance)

Tyron Consultancy; Centurion; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading consultancy firm in Centurion is looking for an experienced Debtors Clerk. The ideal candidate will manage client accounts, ensuring timely payment collection while fostering strong client relationships. The role involves communication with clients, processing refund requests, and adhering to company policies for efficient operations.

Qualifications

• 5 years' experience in a similar role.
• Proficient in Excel including macros, lookups, and pivot tables.
• Ability to build and maintain client relationships.

Responsibilities

• Collect outstanding payments and manage client accounts effectively.
• Submit statements and resolve disputes promptly.
• Meet weekly collection targets outlined by the team leader.

Skills

Debt Collecting Experience

Excellent Communication Skills

PowerPoint

Excel

Clear Criminal Record

ITC Checks

Reporting into Senior Management

Job description

Debtors Clerk position available in Centurion.

My client is based in Centurion and currently recruiting for a Debtors Clerk with at least 5 years’ experience in a similar role.

You will be expected to collect all outstanding money as per the Debtors Age Analysis and ensuring no account exceeds 60 days. You will submit statements and outstanding invoices to all clients and resolve any queries that may arise.

You will also submit all requests for Credit Notes or invoice amendments for approval. Building and maintaining excellent client relationships is part of this role.

Salary: R10,000 – R15,000 per month.

Experience needed:

• Debt Collecting Experience
• Excellent Communication Skills
• PowerPoint
• Excel, including macros, lookups, and pivot tables
• Clear Criminal Record and ITC Checks required
• Previous experience reporting into senior management

Culture fit and personal attributes:

• Sense of urgency
• Fast thinker
• Adhere to rules and processes
• Organized
• Systematic
• Teamwork and engagement
• Able to gain respect from the team

Some duties will include:

• Escalate all problematic invoices / accounts to the Debtors Team Leader for assistance should you be unable to resolve / collect
• Process and submit all refund requests to the CFO for approval as per the Business Process
• Work on the Refund account and request feedback from all clients regarding duplicate payments received. Process refunds where required and submit payments for allocations where the client has provided invoices to allocate to.
• Meet weekly collection targets as set by the Debtors Team Leader to maintain daily cash inflows
• Always maintain excellent customer relationships by appropriate and courteous communication.
• These are our clients, and all queries need to be attended to and resolved to avoid any complaints and unhappy clients.