Senior Clerk: Retention (Outbound calls)

SkillsMap; Centurion; On-site; ZAR 180,000 - 240,000; Full time

Job summary

AVBOB is seeking a Senior Clerk: Retention (Outbound calls) in Centurion to join the New Business Quality Assurance team. You will make outbound calls, apply compliant scripts, review premium history, and offer solutions to retain customers and reduce policy cancellations.

The successful candidate will have Grade 12, FAIS qualification, RE5/RE1 advantageous, and 2-3 years of insurance experience, with a strong focus on customer service and accurate data recording.

Qualifications

• 2-3 Years insurance experience required.
• Customer-focused with excellent communication skills.

Responsibilities

• Review premium history to determine last paid date and policy status.
• Make outbound calls using a compliant script to discuss premiums.
• Advise on premium debt and methods to settle outstanding balances.
• Advise clients on payment methods to settle balances.
• Document communication and outcomes in the system.

Skills

Insurance experience

Education

Grade 12

FAIS Recognized Qualification

RE5 / RE1 (advantageous)

Job description

Senior Clerk: Retention (Outbound calls)
AVBOB
2026/08/31 Centurion

Job Reference Number: 211SNCL02
Department: 211 - NEW BUSINESS QUALITY ASSURANCE
Business Unit:
Industry: Insurance
Job Type: Permanent
Positions Available: 1
Salary: Market Related The above mentioned role exists in the Retentions department

Job Description

We are looking for a customer orientated individual with excellent communication skills to join our New Business team. ToYou will be responsible for outbound calls complying with effective quality assurance processes and retention strategies with the aim of building customer relationships to increase loyalty and retain business.

You will be working for a company that is over 100 years old with strong values. In return for your services, you will be paid a competitive remuneration package. You will be working for an organization that values employee development and rewards excellent performance.

Your responsibilities will include the following:

• Review premium history to determine the date premium last paid and status of the policy.
• Initiate calls, through guidance of a compliance approved script
• Initiate calls, providing best solutions on outstanding premiums depending on the nature of non-payment.
• Advise on premium debt on older policies that fall in arrears, explaining the premium debt rules and how it works.
• Advise clients on different types of payment methods to settle the outstanding balance on the policy.
• Reinstate deductions and secure payment for future deductions.
• Document communication, delivery and outcomes on the system.
• Send updated policy contract or an endorsement where applicable
• Receive cancellation letter through workflow system
• Verify the signatures with the original documents
• Update the contact details and addresses
• Determine the cancellations reasons
• Resolve all complaints
• Prepare statistics data and reporting
• Call clients and establish the reasons for cancellation.
• Advise clients on best possible solution based on cancelation reason, by reducing premiums in the case of unaffordability, reduction of sum assured, and removal of lives.
• Obtain voice recorded consent or a written instruction, signed by the policyholder if the policyholder chooses to reduce the premium, remove some of assureds or make the policy paid-up.
• Send the paid up forms to the policy holder

Job Requirements

• Grade 12
• FAIS Recognized Qualification
• RE5 / RE1 (advantageous)
• 2 - 3 Years experience in insurance