Senior Clerk: Client Service Centre Cape Town at AVBOB South Africa

Description

The above-mentioned position exists at the Client Services Centre in Cape Town and will report to the Departmental Head: Client Services (Cape Town). The incumbent will be responsible for delivery of excellent customer services to our policy holders and to ensure that work is performed efficiently, effectively and accurately in order to process daily requests within the allocated time.

RESPONSIBILITIES  INCLUDE:

• 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.
• 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’s 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 complaints
• Monthly and weekly statistics report writing
• General office duties

Requirements

• Grade 12
• 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: