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Senior Clerk: IL Client Services Liaison (Insurance)

Location not available
Permanent
R15600

Senior Clerk: IL Client Services Liaison (Insurance)

Location: Menlo Park, Gauteng South Africa

Salary: R15 600 – R18 000 p.m.

           

Our client in the Insurance industry is looking for a Senior Clerk: IL Client Services Liaison to provide professional first line support to clients.

 

Key responsibilities

 

  1.  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;
    • (TCF)
    • Make notes on the system
    • Provide assistance on demutualization enquiries
    •  
  2.  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 client’s request follow the standard cancelation procedure (Refund if applicable)
    •  
  3.  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

 

  1.  Fit and Proper Requirements
    • Adhere and comply to FSB board notice in terms of FAIS
    •  

Requirements           

                               

  • 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)
  • 2 Years’ Experience in the Insurance Industry;
  • 1 Year Client Services
  • Category A, B1, B2, C and Retail Benefits (Advantage)

 

 

Send your CV and latest pay slip to hilda@aaaa.co.za

AtripleA Recruitment and Temps

www.aaaa.co.za

 

Posted 2018-08-09

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







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