South Africa: Senior Clerk: IL Client Services Liaison – Insurance posted by AtripleA recruitment & temps
Posted on 2025-07-26 00:00:00
| Employer | AtripleA recruitment & temps |
|---|---|
| Category | Other IT/Computer |
| Location | South Africa / South Africa |
Job Summary
Should you meet the above requirements, please email your CV to *****@*****.co.za with copy of ID, qualifications and latest payslip
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;
- 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 clients 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
Formal Education
- 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)
Experience
• 2 Years’ Experience in the Insurance Industry;
• 1 Year Client Services
• 1 Years’ experience in: Category A, B, C and retail benefits (Advantage)
Knowledge
• Legislation: FAIS; FICA; NCA
• Insurance Products
Annual CTC: R 180 500 (Negotiable)
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