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South Africa

Senior Clerk: IL Client Services Liaison

Company Assupol Life
Reference # SCILCSL
Published 19/11/2021
Contract Type Permanent
Salary Market Related
Location Menlyn, Gauteng, South Africa
Introduction
To provide professional first line support to clients
Job Functions Administration
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, 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 clients 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
4.Fit and Proper Requirements
•Adhere and comply to FSB board notice in terms of FAIS
Requirements
FORMAL EDUCATION
•Matric

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

EXPERIENCE
•2 Years’ Experience in the Insurance Industry;
•1 Year Client Services
•Category A, B1, B2, C and Retail Benefits (Advantage)
Job Closing Date 03/12/2021
   
   
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Last Updated: 30-6-2021 [21.06.02.21]
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