FLCL Clerk

The FLCL Clerk is responsible for assisting in the completion of clerical duties that support achievement and implementation of company strategies.

Position Description

FLCL Clerk

A.     General Accountability 

The FLCL Clerk is responsible for assisting in the completion of clerical duties that support achievement and implementation of strategies designed to increase and maintain the enrollment in the company’s various plans. The incumbent is also responsible for marketing the Company’s products and services, whilst maintaining the highest level of professionalism by conforming to the guidelines and standards of the Company.

B.     Principal Accountabilities 

• Support the achievement of the Key Performance Indicators as documented in the company’s plans.
• Provides prompt, efficient and courteous service to customers both internally and externally.
• Process claims and data entry of deceased information.
• Receive payments on behalf of the company and issue valid receipts.
• Updating of income sheets and ensuring all records are complete and current.
• Updating of the client’s file with payment history ensuring all records are complete and current.
• Assist in the performance of clerical functions in the onboarding of new clients, e.g., preparation of new client package, data entry of new client information in the database, ensuring all records are completed and current.
• Respond to customer inquiries on plan value, status, accumulation value and coverage changes.
• Supports the activities of the funeral home units to increase member enrollment.
• Supports the activities and events of the Marketing department for the Belgroves Group of Companies with the intent of increasing the enrollment in Family Legacy Company Plans and providing valued added services to existing members.
• Maintains a high level of customer service satisfaction both with the internal and external stakeholders.
• Assist in the preparation of weekly and monthly sales and membership reports.
• Maintains professional and technical knowledge by attending educational workshops.
• Supports the development and maintenance of a team environment by performing other related duties.

C.     Experience, Knowledge, Skills and Abilities 

Academic/Technical Qualifications 

• Associate’s or Bachelor’s degree in Business Administration
• Certificate in Computer Literacy

Experience 

• Three (3) + years working experience in a Customer Service environment
• One (1) year experience in Administration

Knowledge, Skills, and Abilities 

• Excellent interpersonal skills
• Excellent relationship building skills
• Excellent organizational and problem-solving skills.
• Strong communication skills (written and oral)
• Strong knowledge of customer care processes and techniques.
• Proficient in Microsoft Office Suite specifically Word and Excel
• Ability to work well in a team environment.
• An honest and highly confidential disposition is desirable and necessary