Query Clerk Job Description Template
Our company is looking for a Query Clerk to join our team.
Responsibilities:
- Tracing member’s records on system and phoning them, where necessary;
- Any ADHOC duties or projects assigned by management;
- Completing and submitting necessary statistical reports;
- Ensuring all emails are attended to within required timeframes;
- Customer queries relating to benefits and general enquiries & corresponding with members via e-mail or telephonically;
- Sorting and distributing of incoming emails;
- Acknowledging emails received and advising of progress and timeframes;
- Follow ups done on a daily basis;
- Maintenance of the pensions mailbox;
- Handling of tax queries and issuing certificates;
- Contacting pensioner / beneficiary for contact details;
- Assisting with bank and beneficiary confirmations;
- Compiling statistics;
- Copies of documents sent for scanning – discretion to be used;
- Updating of pensioner / beneficiary contact details.
Requirements:
- Matric;
- Excellent MS Office proficiency;
- Minimum of 1-year related experience.