Senior Clerk - Pretoria at AVBOB South Africa

Key Performance Areas:

• Receive and handle telephone policy enquiries in Call Centre department and action accordingly.
• Address all outstanding requirements on new applications in New Business.
• Providing enquiry numbers on claims to branches.
• Follow-up on outstanding requirements in terms of unpaid claims.
• Refer leads to the Direct Marketing Department.
• Provide feedback on outstanding accounts and refunds in debtors.
• Follow-up on non-payments of premiums, defaults payments and incorrect deductions.
• Add a life to a policy (Not for PERSAL or Department of Defence (DOD).
• Add a child to an already existing child benefit (Not for PERSAL or DOD).
• Remove a life (Not for PERSAL or DOD).
• Remove child (as long as it is not the removal of the child benefit completely and not for PERSAL or DID).
• Duplicate a policy (send a copy of the policy to the client).
• Providing the Policy values to a client or their broker (the client can give authorization for a broker to get access on the phone).
• Provide Policy info to  clients.
• Assist Clients with the following additional transactions
• Paid up RSA (reduced some assured).
• Inflation
• Reinstatements.
• Cessions.
• The client will still have to send us a hard copy of the cession as this is a legal document.
• Stop Payments.
• Other loans (when you change your payment method).

Requirements

• Grade 12.
• RE5.
• 140 long term FAIS credits.
• Three (3) years’ experience in the Life Insurance Industry,
• Experience in a client service policy maintenance environment.