Clerk: Debit Order

We are looking for a customer orientated and self‑motivated individual to join our Debit Orders team. Under the direction of the Senior Clerk, you will be responsible for ensuring that all payments files are processed accurately, correctly and in a timely manner and keep the standard of the department at a high level.

• Process debit order authorization forms efficiently and accurately.
• Ensure that letters and emails are printed for all amendments that are done.
• Capturing of new bank account details, verifying addresses and contact details.
• Handling telephonic queries and following up on non-payments.
• Premium cancellation should also be done in a timely manner premium debt in order to prevent policies from lapsing.
• General office administration:
  Cancelation of Debit Orders, Updates, Bank Updates and working on return to sender letters.
• Daily lapse reports as send by supervisor, preventing lapses sending stats as requested.

• Providing the Senior Clerk with statistics e.g. post and schedules on a daily/weekly basis.
• Need to assist Senior Clerk if instructed by the Supervisor:
  Think of it as it is for your own benefit.

• The policy holder/institution or life office should be kept updated regarding the progress of the query.
• All queries should be handled in a professional manner whether it is via e‑mail/letter or telephone.

• Grade 12
• 2 years’ experience in the insurance industry
• Computer literate (advanced excel skills will be an added advantage