Job Title: Clerk (New Business Team)
Reference Number: 211CL12
Location: Centurion, Gauteng, South Africa
Employment Type: Permanent
Work Level: Junior
Salary: Market Related
EE Position: Yes
Closing Date: Not Specified
Overview of the Role
An established organisation with a legacy spanning over a century is seeking a dedicated and customer-focused Clerk to join its New Business team in Centurion. This opportunity is ideal for someone who thrives in a client-facing environment and is passionate about delivering accurate, efficient service while maintaining strong professional relationships.
Key Responsibilities
- Engage with clients to confirm policy activation and ensure accurate onboarding.
- Redirect policy cancellation requests to the appropriate internal teams.
- Validate client and policy information against system records to ensure data accuracy.
- Collect and update complete identification details for policy members and beneficiaries.
- Confirm and manage client banking details, debit order arrangements, and policy start dates.
- Assist clients with updates such as adding or removing beneficiaries, adjusting benefits, and modifying premiums in coordination with insurance agents.
- Process changes to payment methods and ensure banking information is correctly updated.
- Capture new banking details, reload debit orders, and facilitate same-day deductions when required.
- Respond promptly and professionally to client queries via SMS and email channels.
Minimum Requirements
- Grade 12 (Matric)
- 2–3 years of relevant administrative or client service experience
- A qualification or certification in long-term insurance will be advantageous
Ideal Candidate Profile
- Strong communication and interpersonal skills
- High attention to detail and accuracy
- Ability to manage multiple tasks efficiently
- Customer-centric mindset with a proactive approach to problem-solving
- Comfortable working with systems and handling sensitive client information
Why Apply?
This role offers the opportunity to be part of a reputable, values-driven company that prioritises customer satisfaction and long-term relationships. You’ll gain valuable experience in the insurance sector while contributing to a team that plays a key role in client onboarding and service excellence.