Pretoria: Senior Clerk: IL Client Services Liaison (Insurance) posted by AtripleA recruitment & temps
Posted on 2025-07-15 00:00:00
| Employer | AtripleA recruitment & temps |
|---|---|
| Category | Other Insurance |
| Location | Gauteng / Pretoria |
Job Summary
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 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
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 *****@*****.co.za
AtripleA Recruitment and Temps
www.********.co.za
Click Go Apply to apply online!
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