New Business Clerk Financial Associate

Gauteng, Full Time

You will be responsible for making courtesy calls to clients and on-boarding new policyholders to update and correct policy records, with the aim of preventing potential delays at claims stage. Providing an after-sales service, improving the customer experience and the improving persistency on the new business portfolio.
You will be working for a company that is over 100 years old with strong values which are customer centric. In return for your services, you will be paid a competitive package which includes pension fund contributions and a medical aid allowance. You will have access to personal services through the employee assistance program and wellness programs. You will be working for an organization that values employee development and rewards excellent performance

Contacting clients to confirm their uptake of the policy.
Refer cancellations of policies to the relevant personnel.
Verifying client personal details and policy details against information on the system.
Requesting and completing full ID numbers of all members’ and beneficiaries on the policy.
Confirming banking details, debit order, salary and commencement date of the policy.
Facilitate client requests for the addition or removal of lives and benefits and the amendment of premiums with the relevant insurance agent.
Conduct change of payment methods and confirmation of banking details.
Capture new banking details, reload debit orders and perform same day. deductions upon request from clients.
Respond to SMS and email communication from clients.


You should be in possession of a Grade 12 certificate.
2-3 years’ relevant experience.
Long-term insurance experience will be an advantage.
Computer literate (MS Office).
Good Interpersonal skills.
Be accurate and figure orientated

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