South Africa

Senior Clerk: Client Services: Head Office (B5) X2

Company AVBOB
Reference # Snr Clerk
Published 12/10/2021
Contract Type Permanent
Salary Market Related
Location Pretoria, Gauteng, South Africa
AVBOB, Africa's largest Mutual Assurance Society providing a one-stop Funeral Insurance and Burial solution, has a vacancy for a Senior Clerk Client Services at their Centurion branch and will report to the Department Head: Client Services: Centurion. 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 allotted time.
Job Functions Administration,Advisory,Client Services,Compliance & Regulatory Affairs,Finance,Funeral Service,Support
Industries Admin, Office & Support,Financial Services,Funeral Service,Insurance
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
Utilise resources and obtain necessary knowledge and skills to handle and complete inquiries
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
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:
Applications who entered the industry as follows:
From years 2004 – 2007 requires 30 credits on NQF 4 obtianed by 31 December 2009
From years 2008 – 2009 requires 30 credits or 60 credits on NQF 4 obtained by 31 December 2011 or full FAIS recognised qualification obtained by 31 December 2013
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 Client Service/Policy maintenance environmont of at least two to three (2 – 3) years
2 – 3 years administrative experience
Experience in AVBOB production system will be an advantage


Good communication skills (English and two African languages)
Communication and Negotiation skills
Client friendly and service otientated (Customer Focused)
Good listening and problem solving skills
Conflict Management
Time Management
Decision making skills

Job Closing Date 19/10/2021
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Last Updated: 30-6-2021 []
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