Job Ref #: CSC/WC/26
Industry: Admin/Office Support
Job Type: Permanent
Positions Available: 1

Job 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

Job 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
• Decision making skills