Description
We are looking for an individual with excellent client service skills to join our Client Service Centre Cape Town 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.
Utilize 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 of 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
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 at least 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