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Senior Clerk - Client Service Alberton (JHB South)

AVBOB South Africa

Johannesburg

On-site

ZAR 200,000 - 300,000

Full time

2 days ago
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Job summary

A well-established insurance company is seeking a Senior Clerk for their Client Service Centre in Johannesburg. You'll provide excellent service to policyholders, assist with inquiries, and manage cash transactions. Candidates must have Grade 12, relevant FAIS accreditation, and 2-3 years experience in the Life Assurance industry. Strong communication skills in English and two African languages are essential. This position offers opportunities for professional development.

Qualifications

  • Knowledge in the Life Assurance industry, preferably in Credit Service or Policy maintenance
  • At least 2-3 years of administration experience
  • Clear ITC and criminal record, and RE5 Certificate

Responsibilities

  • Welcome clients and assist with inquiries as per policy
  • Handle general claims and policy services related to clients
  • Manage petty cash and prepare cash for banking
  • Compile monthly and weekly statistics reports

Skills

Good communication skills (English and two African languages)
Communication and Negotiation skills
Client friendly and service oriented
Listening and problem-solving skills
Conflict Management
Teamwork
Time Management
Decision making skills
Administrative / Management jobs

Education

Grade 12
Category B FAIS accredited (140 Long Term Insurance Credits)
A suitable industry entry qualification

Tools

AVBOB production system
Job description
Overview

Job title : Senior Clerk - Client Service Alberton (JHB South)

Job Location : Gauteng, Johannesburg

Deadline : October 11, 2025

Description

We are looking for an individual with excellent client service skills to join our Client Service Centre as a Senior Clerk. You will be responsible for delivery of excellent customer service to our policy holders and to ensure that clients’ requests are processed efficiently, efficiently and accurately within the allotted time.

You will be working for a well-established company that is over 100 years old with strong values. An organization that values employee development and rewards excellent performance.

RESPONSIBILITIES INCLUDE :

  • General reception duties to welcome clients
  • Receive and assist walk-in clients with inquiries in line with the client services policy and procedure and / or refer to the relevant department.
  • Utilise resources and obtain necessary knowledge and skills to handle and complete enquiries
  • Communicate entire processes and or delays and system problems to waiting clients
  • General claims, policy services and premium administrative duties relating to client's policies
  • Handling of petty cash, collection of cash from clients for premium payments and refunds premiums
  • Prepare cash for daily banking at the finance department
  • Referral of new business to the relevant consultant
  • Handle all fraud allegations and complaints
  • Monthly and weekly statistics report writing
  • General office duties
Requirements for the Position
  • Grade 12
  • Category B FAIS accredited (140 Long Term Insurance Credits)
  • A suitable industry entry qualification within the requirements of the FSCA

Comply with FAIS legislation for registration as Fit and Proper individuals :

Applications who entered the industry as follows :

  • From years 2004 – 2007 requires 30 credits on NQF 4 obtianed by 31 December 2009
  • From years 2008 – 2009 requires 30 credits or 60 credits on NQF 4 obtained by 31 December2011 or full FAIS recognised qualification obtained by 31 December 2013
  • All those appointed in the industry from the year 2010 onwards require a full FAIS recognized qualification
  • Clear ITC
  • Clear criminal record
  • RE5 Certificate
Experience Required for the Position
  • Knowledge of and experience in Life Assurance industry, preferably in a Credit Service / Policy maintenance environment of atleast two to three (2-3) years
  • 2 -3 Years administration experience
  • Experience in AVBOB production system will be an advantage
Skills Required for the Position
  • Good communication skills (English and two African languages)
  • Communication and Negotiation skills
  • Client friendly and service orientated (Customer Focused)
  • Good listening and problem-solving skills
  • Conflict Management
  • Teamwork
  • Time Management
  • Decision making skills
  • Administrative / Management jobs
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