Clerk
Job Description
We are looking for a customer orientated individual with excellent communication skills to join our New Business team.
You will be responsible for making courtesy calls to clients and on-boarding new policyholders to update and correct policy records, with the aim of preventing potential delays at claims stage. Providing an after-sales service, improving the customer experience and the improving persistency on the new business portfolio.
You will be working for a company that is over 100 years old with strong values which are customer centric.
Contacting clients to confirm their uptake of the policy.
Refer cancellations of policies to the relevant personnel.
Verifying client personal details and policy details against information on the system.
Requesting and completing full ID numbers of all members' and beneficiaries on the policy.
Confirming banking details, debit order, salary and commencement date of the policy.
Facilitate client requests for the addition or removal of lives and benefits and the amendment of premiums with the relevant insurance agent.
Conduct change of payment methods and confirmation of banking details.
Capture new banking details, reload debit orders and perform same day deductions upon request from clients.
Respond to SMS and email communication from clients.
Grade 12
2 - 3 Years' relevant experience
* Long term insurance certificate will be advantage
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Job Detail
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Job IdJD1571515
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationCenturion, GP, ZA, South Africa
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EducationNot mentioned