Clerk

Job description

Description

We are looking for a customer orientated individual with excellent communication skills to join our New Business team.

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  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