Senior Clerk

We are looking for a customer orientated individual with excellent communication skills to join our Retention Administration Team. You will be responsible for supporting policy retention, policy maintenance, and client service processes to ensure the effective management of active policies. The role focuses on investigating policy discrepancies, attending to arrears, reinstatements, payment method amendments, premium debt applications, and client communication in line with company procedures and compliance requirements.

Responsibilities

• Investigate and analyse discrepancy reports relating to arrears, cash payments, debit order non-payments, and policy maintenance in accordance with company policies and procedures.
• Assess and implement retention opportunities to preserve existing policies and minimise policy lapses.
• Investigate and reinstate lapsed policies in accordance with reinstatement rules, approved timeframes, and compliance requiremen...