Senior Clerk: IL Client Services Liaison (Insurance), Pretoria

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

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

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 cancellation 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 office for processing

Follow up with back office if changes to policy have been processed and provide feedback to client

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

AtripleA Recruitment and Temps



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