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South Africa

Senior Clerk: IL Client Services Liaison

Company Assupol Group
Reference # SILCSL
Published 03/04/2020
Contract Type Permanent
Salary Market Related
Location Menlo Park, Gauteng, South Africa
Introduction
Purpose Statement
To provide professional first line support to clients
Job Functions Client Services
Industries Insurance
Specification
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, life assured on policy)
• Make notes on the system

2. Advise clients on cancellations
• Advise the client of the process and disadvantages of cancellation
• Retain the policy by proposing different options (loan, partial surrender paid up)
• As per clients request follow the standard cancellation 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

4. Fit and Proper Requirements
• Adhere and comply to FSCA board notice in terms of FAIS
Requirements
Knowledge and Skills
1. Formal Education
• Matric

2. Technical/Legal Certification
• Registration as an Employee Representative (FSCA)
•Relevant Qualification as per the FSCA Board Notice (Depending on date of appointment in the industry) (Advantage)
•Regulatory Examination Level 1: Representatives (RE5)
•Class of Business: Long-Term Insurance & Investment
•CPD


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


4. Knowledge
• Legislation
• Insurance Products

5. Skills
• Communication
• Computer
• Telephone Etiquette
• Interpersonal Skills

Attributes
• Friendly
• Professional
• Empathy

Other Special Requirements
• Must be client orientated
Job Closing Date 17/04/2020
   
   
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Last Updated: 30-7-2020 [20.07.03.04]
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