Clerk

Our Call Centre Department is looking for Customer Orientated and self-reliant individuals to join their Call Centre team.

You will be working for a well-established company with strong values. In exchange for your services, you will receive a competitive compensation package. You will be joining an organisation that values employee development and rewards excellent performance.

YOUR RESPONSIBILITIES WILL INCLUDE THE FOLLOWING:

• Receive and handle telephone policy enquiries in Call Centre department and action

accordingly.

• Address all outstanding requirements on new applications in New Business.

• Providing enquiry numbers on claims to branches.

• Follow-up on outstanding requirements in terms of unpaid claims

• Refer leads to the Direct Marketing Department.

• Provide feedback on outstanding accounts and refunds in debtors.

• Follow-up on non-payments of premiums, defaults payments and incorrect deductions.

• Process policy servicing requests, including adding or removing insured lives and dependants, updating child benefits, reinstatements, inflation adjustments, paid-up policy amendments, cessions, stop payments, and payment method changes in line with company policies and authorised mandates.

• Provide policy information, policy values, and policy documentation to clients or authorised brokers, ensuring all security, consent, and regulatory requirements are met.

• Record and maintain accurate client consent and policy records on internal systems to support compliance, auditability, and effective customer service.

• Handle policy administration enquiries and transactions while adhering to FAIS requirements, operational procedures, and customer service standards.

• Ensure all legal and compliance documentation, including cession requirements and supporting records, are obtained, verified, and processed appropriately.

• Deliver professional client support by resolving policy-related enquiries and facilitating policy maintenance activities in a compliant and efficient manner.

• Grade 12

• 140 long term FAIS credits.

• 3 years’ experience in the Life Insurance Industry.

• RE5 (advantageous).

• Experience in a client service policy maintenance environment.

• Ability to work independently, show initiative and to be responsible.

• Analytical and leadership skills.

• Communication and interpersonal skills.

• Client orientated.