<< Back to Careers Senior Clerk: IL Client Services Liaison - Insurance

Menlo Park
Permanent
R180 500 (Annual CTC) Negotiable

Our client is seeking a Senior Clerk: IL Client Services Liaison to join their team in Pretoria East

Should you meet the above requirements, please email your CV to hilda@aaaa.co.za with copy of ID, qualifications and latest payslip

Responsibilities:

Provide advice to clients

Verify the positive identification of the client Provide correct and accurate advice to clients on products; premiums (monthly); beneficiaries; payments (school fund, loans; life assured on policy;  Make notes on the system Provide assistance on demutualization enquiries

               

Advise clients on cancelations

Advise the client of the process and disadvantages of cancelation Retain the policy by proposing different options (loan, partial surrender paid up) As per clients request follow the standard cancelation procedure (Refund if applicable)

 

Advise clients on changes to policy

Verify the positive identification of the client Check policy details and status Advise client if request can be processed Makes notes on the system Send documents to back off for processing Follow up with back office if changes to policy and been processed and provide feedback to client

 

Fit and Proper Requirements

Adhere and comply to FSB board notice in terms of FAIS

Formal Education

Matric Registration as an Employee Representative (FSB) Relevant Qualification as per the FSB Board Notice (Depending on date of appointment in the industry) Regulatory Examination Level 1: Representatives (RE5)

Experience
• 2 Years’ Experience in the Insurance Industry; 
• 1 Year Client Services
• 1 Years’ experience in: Category A, B, C and retail benefits (Advantage)

Knowledge
• Legislation: FAIS; FICA; NCA
• Insurance Products

Annual CTC: R 180 500 (Negotiable)

 

Posted 2024-05-15

Please provide ALL the information requested below, to submit your CV:

Your first name:

Your surname:

Your email address

Attach the files below

Files must be:

Smaller than 3 megabytes each Either MS Word, PDF, Jpeg images or text (txt) files Attach your CV:

Attach a copy of your ID:

Attach a recent payslip:
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