Clerk: Debit Order


    Job details

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    Job type

    • Full-time


    Centurion, Gauteng

    Full job description

    We are looking for a customer orientated and self-motivated individual to join our Debit Orders team. Under the direction of the Senior Clerk, you will be responsible for ensuring that all payments files are processed accurately, correctly and in a timeous manner and keep the standard of the department at a high level.

    Processing of daily correspondence and emails received.

    • Process debit order authorization forms efficiently and accurately.
    • Ensure that letters and emails are printed for all amendments that are done.
    • Capturing of new bank account details, verifying addresses and contact details.
    • Handling telephonic queries and following up on non-payments.
    • Premium cancellation should also be done in a timeously manner premium debt in order to prevent policies from lapsing.
    • General office administration: Cancelation of Debit Orders, Updates, Bank Updates and working on return to sender letters.
    • Daily lapse reports as send by supervisor, preventing lapses sending stats as requested.

    Statistics and assistance to the Senior Clerk

    • Providing the Senior Clerk with statistics e.g. post and schedules on a daily/weekly basis.
    • Need to assist Senior Clerk if instructed by the Supervisor: Think of it as it is for your own benefit.

    Handling of telephone queries and following up on non-payments

    • The policy holder/institution or life office should be kept updated regarding the progress of the query.
    • All queries should be handled in a professional manner whether it is via e-mail/letter or telephone.
    • Grade 12
    • 2 years’ experience in the insurance industry
    • Computer literate (advanced excel skills will be an added advantage

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