Senior Clerk: Client Services - Pretoria, South Africa - AVBOB

AVBOB

Verified Company

Pretoria, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

General reception duties to welcome clients

Receive and assist walkin clients with inquiries in line with the client services policy and procedure and/or refer to the relevant department.
Utilize 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'd policies
Handling of petty cash, collection of cash from clients for premium payments and refunds of premiums
Prepare cash for daily banking at the finance department
Referral of new business to the relevant consultant
Handle all fraud allegations and compliants
Monthly and weekly statistics report writing
General office duties

Grade 1

Category B FAIS accredited (140 Long Term Insurance Credits)
A suitable industry entry qualification within the requirements of the Financial Services Board
Comply with FAIS legislation for registration as Fit and Proper individuals:
Applications who entered the industry as follows:
From years requires 30 credits on NQF 4 obtained by 31 December 200
From years requires 30 credits or 60 credits on NQF 4 obtained by 31 December 2011 or full FAIS recognised qualification obtained by 31 December 201
All those appointed in the industry from the year 2010 onwards require a full FAIS recognized qualification
Clear ITC
Clear criminal record
RE 5 certificate
Knowledge of and experience in Life Assurance industry, preferably in a Credit Service/Policy maintenance environment of atleast two to three (23) years
2 3 Years administration experience
Experience in AVBOB production system will be an advantage