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Somerset West: Customer Service Officer (Client Operations) posted by Helderberg Personnel

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Job Description

About the Role

The Customer Service Officer role is critical in delivering a client-focused operational service to our clients, distribution partners, and service providers. As a key member of our Client Operations team, you will be responsible for operational tasks and supporting your colleagues with ad hoc service support requests.

Key Responsibilities

  • Deliver on Service standards as per established Service Model for the function
  • Ensure adherence processes and address/raise issues that need attention
  • Work proactively with other business functions and stakeholders
  • Ensure fees in relation to the function’s responsibilities are posted for services rendered in a timely manner and in line with processes
  • Undertake and participate in relevant management of departmental meetings
  • Periodically review work being undertaken to check for adherence to policy and procedures, check quality of work
  • Ensure complaints, errors and omissions are dealt with as per company policy
  • Daily monitoring of progress of assigned cases
  • Dealing with assigned outstanding cases and follow up
  • Ensuring relevant record keeping on systems used for processing or managing work are maintained and up to date across the function
  • Assist and undertake case work as required in the function
  • Contribute to staff training programmes
  • Take part and actively contribute to the weekly Team Meetings
  • Allocate workloads with support from the Senior Officer, as directed by the Team Leader

Requirements

Experience within the Financial Services Industry

Keen interest in Trust or have strong transferable skills

Relevant professional qualification or a willingness to study towards one

Qualifications

No formal education/certifications mentioned.

Salary & Benefits

Salary details not mentioned.

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How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Clerical Insurance Jobs in Western Cape

The Clerical Insurance industry is a vital component of the Western Cape’s job market, with many companies across various sectors relying on skilled administrative professionals to manage their insurance operations. Typically, this field is characterized by a mix of routine and analytical tasks, requiring attention to detail and strong organizational skills. As such, Clerical Insurance roles often involve providing administrative support, processing claims, maintaining records, and communicating with clients.

When it comes to salary expectations for Clerical Insurance positions in Western Cape, South Africa, it’s essential to note that salaries can vary widely depending on factors such as experience, company size, and industry sector. Generally, salaries for this role are typically within the range of R400 000 to R600 000 per annum, although this is only a broad estimate, and actual salaries may differ significantly. For example, those with more extensive experience or working in larger companies may earn higher salaries.

Common skills required for Clerical Insurance roles include proficiency in Microsoft Office software, particularly Excel and Word, as well as strong analytical and problem-solving skills. Attention to detail and excellent communication skills are also highly valued, as is the ability to work independently and manage multiple tasks simultaneously. Other essential skills include knowledge of insurance regulations and processes, as well as experience with record-keeping and data management systems.

The Clerical Insurance industry often employs professionals in various sectors, including financial services, technology, and manufacturing. In the Western Cape, you may find Clerical Insurance roles available in these industries, among others. Financial services firms, for instance, frequently require administrative staff to manage their insurance operations, while technology companies may need Clerical Insurers to process claims and maintain records.

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Career progression opportunities are common within the Clerical Insurance industry, with many professionals moving into supervisory or management roles after gaining several years of experience. Additionally, specialized training or certifications can enhance career prospects and open up new job opportunities. For those interested in pursuing a career in Clerical Insurance, it’s essential to stay adaptable, continue learning, and develop a strong skill set to succeed in this field.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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