Job title : Senior Clerk: Client Services (Pretoria) (Pretoria)
Job Location : Gauteng, Pretoria
Deadline : December 22, 2024
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Description
Reception Welcome and assist Clients with short inquiries. Register clients on the queue management system. Issue clients with ticket inquiry. Communicate any requirements to clients. Register and refer clients to funeral arrangement office. Provide policy info to clients. Refer and direct clients to consultants for enquiries. Communicate any delays and system problems to waiting clients. Policy Updating. Client Services Achieve the customer service matrix for individual service time and the department waiting times. Archive the voice of the customer targets- customer feedbacks - VOC Verify and updated clients personal information for any inquiry. Assist all walk-in clients with Loans, Surrender, Reinstatement, Correspondence, Endorsement, Payment of policies etc. Receive and assist walk –in client with inquiries in line with the client services policy and procedure and/ or refer to other department .etc new policies, group schemes, debtors and claims. Utilise resources and obtain necessary knowledge and skills to handle and complete enquiries. Retain client for cancellations of policies. Register all clients' inquires on XD 150 Refer inquiries to the relevant department Correctly interpreted written /verbal requests and action accordingly in line with the policy and procedure of the department. Additions a lives to a policy Add a children Removal of lives Remove child Duplicate a policy (provide a copy of the policy to the client) Providing the Policy values to a client or their broker ( Paid up RSA Inflation Reinstatements Cessions Loans Surrenders Cashbacks Avbob Reward Account. Conversion Quotation Refunds (Simple type of refunds may be done in the client service centre (e.g. cancellation and then the premium goes off). These changes may only be done once the following is in place: Client to produce an original south African id or drivers licences and Confirmation of the client's contact details Scan and upload policy documents on the policy record. Claims Assist clients to complete cash claim documents. Communicate all required documents to clients. Communicate all outstanding documents to the client. Premium Collection/Banking Collect cash from clients for premium payment and issue Prepare cash reconciliation for banking daily. Premium Administration Assist clients with changes regarding their debit orders, stop order or cash payment methods. Refunds of premiums. Stop Payments New Business Assist clients with new funeral plan. Group Schemes Refer queries and claims to consultant's in-group scheme department. Debtors Communicate any requests for refunds after a claim to debtors department. Indexing Indexing of requests received by policy services and allocating them to users so they can be processed. General office duties. Handle all fraud allegations/ Complaints. Monthly and weekly statistics report writing. Attend to administrative task as and when requested to do so by the department head.
Requirements Matric Category B FAIS Accredited RE 5 140 Long term Credits- Client Service Centre Consultant must be category B FAIS accredited Where the consultant is not yet accredited they need to be working under supervision with the appropriate contract in place and under the supervision of an accredited Key Individual. Clear ITC Clear criminal record Computer literate and must be able to work under pressure Good communication skills (English and two African languages) Should be client friendly and service orientated Listening and problem solving skills 2 – 3 Years life assurance, preferably in policy maintenance/client services environment 2 – 3 Years administrative experience AVBOB Production system will be an advantage
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