
Senior Clerk - Client Service Alberton
- Johannesburg, Gauteng
- Permanent
- Full-time
- 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.
- Utilise 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 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
- 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
- 2 -3 Years administration experience
- Experience in AVBOB production system will be an advantage
- § 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