A well-established company is looking for a Clerk to join its Retention Administration Team in Centurion, Gauteng. This is a permanent junior-level opportunity for a customer-focused individual who has strong communication skills, good attention to detail and an interest in administration within the long-term insurance environment.
The successful candidate will assist with a range of policy administration and client service activities. The position involves working with active policies, checking information, handling client requests and supporting processes aimed at maintaining policies and keeping client records accurate.
This opportunity may suit candidates who have previous administrative or insurance-related experience and are comfortable communicating with clients by telephone, SMS and email. The role also requires someone who can work accurately with personal, policy and banking information while following company procedures and compliance requirements.
Clerk Job Details
- Job Title: Clerk – Retention Administration
- Reference Number: 211CL12
- Location: Centurion, Gauteng
- Job Type: Permanent
- Work Level: Junior
- Salary: Market Related
- EE Position: Yes
- Industry: Long-Term Insurance / Administration
- Closing Date: Not specified
About the Role
The Clerk will form part of the Retention Administration Team and provide administrative support relating to active insurance policies. The position includes assisting clients, checking policy information and helping resolve issues that could affect the continuation or administration of policies.
A key part of the job is making sure that information recorded on the system is correct. The successful candidate will compare client and policy details, confirm important information and update records when necessary.
The role also involves assisting with policy maintenance. This can include dealing with payment method changes, banking information, arrears, reinstatements and requests relating to members and benefits.
Because the position involves regular contact with clients, candidates should be comfortable communicating professionally and clearly. Good customer service skills will be important when explaining processes, confirming information and responding to client enquiries.
Key Responsibilities
The successful candidate will be responsible for a variety of administrative and client service duties, including:
- Contacting clients to confirm their acceptance and uptake of policies.
- Assisting with policy cancellation requests and directing cancellations to the appropriate personnel.
- Checking client information and policy details against the company’s system.
- Obtaining and completing full identification numbers for members and beneficiaries where required.
- Confirming banking information associated with policies.
- Verifying debit order, salary and policy commencement information.
- Assisting with requests to add or remove lives and benefits from policies.
- Supporting the relevant insurance agent with premium amendments and other policy changes.
- Processing changes to payment methods.
- Confirming and capturing updated banking details.
- Reloading debit orders when requested.
- Processing same-day deductions where requested by clients and permitted under company procedures.
- Responding to client communication received through SMS and email.
- Assisting with policy retention and maintenance processes.
- Investigating discrepancies in policy information and helping ensure that records are accurately maintained.
- Assisting with arrears and reinstatement-related administration.
- Handling client requests in accordance with internal procedures and compliance requirements.
Minimum Requirements
Applicants should meet the following requirements:
- Grade 12 / Matric
- 2–3 years of relevant work experience
- A long-term insurance certificate will be an advantage.
- Good communication and customer service abilities.
- Strong attention to detail when working with client and policy information.
- Ability to work with confidential personal and banking information responsibly.
- Good administrative and organisational skills.
Skills That Can Help You Succeed
This position requires a person who can communicate confidently with clients while maintaining a professional approach. Since the role involves verifying information and processing policy-related requests, accuracy is also important.
Candidates should be able to follow established procedures and pay close attention to details when capturing or checking information. The ability to manage different client requests, respond to communication and complete administrative tasks efficiently will also be valuable.
Previous experience in insurance administration, customer service or a related administrative environment may help applicants understand the responsibilities of the position.
Who Can Apply?
This opportunity is suited to individuals with Grade 12 and between two and three years of relevant experience who are interested in building or continuing a career in insurance administration.
If you have experience dealing with customers, maintaining records, checking information or handling administrative processes, this role could provide an opportunity to use those skills in a structured long-term insurance environment.
The company describes itself as a well-established organisation that values its employees, development and strong performance. The successful candidate will receive a market-related compensation package and work as part of the Retention Administration Team.
How to Apply
Interested and suitably qualified candidates should apply for the Clerk – Retention Administration position using the employer’s official recruitment process.
Reference Number: 211CL12
Position: Clerk – Retention Administration
Location: Centurion, Gauteng
Employment Type: Permanent
Work Level: Junior
Salary: Market Related
EE Position: Yes
APPLY HERE
Applicants are encouraged to carefully review the official requirements and submit their applications through the employer’s official recruitment platform.