Job Overview
A well-established organisation is seeking customer-oriented, self-reliant and service-driven individuals to join its Call Centre team in Centurion, Gauteng. This is a junior-level temporary opportunity suited to candidates who have a strong understanding of life insurance administration, enjoy assisting clients and can handle policy-related enquiries accurately and professionally.
The successful candidate will provide support to clients, branches and internal departments by handling telephone enquiries, maintaining policy information and following up on outstanding requirements. The role requires excellent communication skills, attention to detail and the ability to work independently while following established procedures and regulatory requirements.
Employees will become part of an organisation that values strong performance, professional development and excellent customer service.
Key Responsibilities
As a Clerk within the Call Centre environment, your duties will include handling a variety of customer service, policy administration and insurance-related activities.
You will be responsible for:
- Receiving and resolving telephone enquiries relating to insurance policies.
- Addressing outstanding requirements associated with new business applications.
- Providing branches with enquiry numbers relating to claims.
- Following up on outstanding documentation or requirements for unpaid claims.
- Identifying and referring suitable leads to the Direct Marketing Department.
- Providing feedback regarding outstanding accounts and refunds to the debtors function.
- Following up on unpaid premiums, payment defaults and incorrect deductions.
- Assisting with authorised policy amendments and maintenance requests.
- Adding a life to an existing policy, where applicable and within the permitted product categories.
- Adding children to existing child benefits in accordance with company procedures.
- Processing authorised requests for the removal of a life or child where permitted.
- Sending duplicate copies of policies to clients when requested.
- Providing policy values to clients or authorised brokers after the required verification process has been completed.
- Recording all client consent accurately on the relevant system so that previous authorisations are visible to Call Centre staff.
- Providing policy-related information to eligible clients in line with company rules.
- Assisting with paid-up reduced sums assured and inflation-related policy matters.
- Processing reinstatement and cession-related enquiries.
- Assisting with stop-payment requests and other loan-related changes where applicable.
- Supporting changes to payment methods when the necessary requirements have been met.
- Protecting confidential client information by following prescribed verification and security procedures.
Because the position involves handling sensitive policy information, employees must adhere strictly to internal controls, authentication procedures and regulatory requirements. Policy information may only be disclosed when the applicable conditions have been satisfied.
Regulatory and FAIS Requirements
The role carries important compliance responsibilities. Call Centre agents performing certain policy-related functions must meet the applicable Category B FAIS accreditation requirements.
Where an appointed agent has not yet obtained the required accreditation, they must work under appropriate supervision and within the required supervisory framework. The position therefore requires candidates who understand the importance of compliance, accurate record keeping, client consent and responsible handling of insurance information.
Minimum Requirements
Applicants should meet the following requirements:
- Grade 12 / Matric certificate.
- 140 long-term FAIS credits.
- 1–2 years of experience in the Life Insurance Industry.
- Experience in a client service or policy maintenance environment.
- RE5 qualification will be an advantage.
- Category B FAIS accreditation, where applicable to the functions performed.
Skills and Competencies
The ideal candidate should be able to communicate clearly and professionally with clients and colleagues. Strong interpersonal abilities are important because the position involves regular interaction with policyholders, brokers, branches and internal departments.
Candidates should demonstrate:
- Excellent communication skills.
- Strong client-service orientation.
- Good interpersonal skills.
- Analytical thinking and problem-solving ability.
- Initiative and self-motivation.
- Ability to work independently.
- Strong attention to detail.
- Ability to take responsibility for assigned tasks.
- Good organisational and administrative skills.
- Professional handling of confidential information.
- Ability to follow procedures and regulatory requirements accurately.
Employment Details
Job Title: Clerk – Call Centre
Reference Number: 446TEMP04
Location: Centurion, Gauteng
Employment Type: Temporary
Job Level: Junior
Salary: Market Related
EE Position: Yes
Duration: Temporary
Posted: 21 August 2026
Who Should Apply?
This opportunity is particularly suitable for candidates who have previous experience in life insurance, policy administration or customer service and are looking to develop their careers within a structured financial services environment.
Applicants should be comfortable working with clients over the telephone, investigating policy-related enquiries and completing administrative processes accurately. The ability to remain professional when dealing with different customer queries will be essential.
If you meet the minimum educational, FAIS and experience requirements and are confident in delivering reliable client service, this Clerk Call Centre position in Centurion could provide valuable experience in the life insurance industry.
Application Information
Reference: 446TEMP04
Position: Clerk (Centurion)
Location: Centurion, Gauteng
Employment Type: Temporary
Closing/Application: Applicants should apply according to the employer’s official recruitment process and quote reference 446TEMP04 when applying.
Important: Candidates should ensure that their CV clearly reflects their Grade 12 qualification, FAIS credits, relevant life insurance experience and any applicable RE5 or FAIS accreditation before submitting an application.