Job Description
About the Role
Our client in the Insurance industry is looking for a Senior Clerk: IL Client Services Liaison to provide professional first line support to clients. The successful candidate will be based in Menlo Park, Gauteng and will be responsible for delivering exceptional client service.
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;
- 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 office for processing
- Follow up with back office if changes to policy have been processed and provide feedback to client
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)
Qualifications
No formal education or certifications are required for this role.
Salary & Benefits
The salary for this position is R15 600 – R18 000 per month.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Insurance Jobs in South Africa
In the context of Other Insurance positions in South Africa, it is common to find a steady demand for professionals who can manage and oversee insurance claims, policy administration, and risk management. Typically, this field operates within various industries, including financial services, technology, and manufacturing sectors.
When it comes to salaries, broad ranges can be expected, with typically starting salaries ranging from R200 000 to R300 000 per annum for junior positions, increasing to around R500 000 to R700 000 per annum for more senior roles. However, please note that actual salaries can vary widely depending on factors such as the size of the company, industry sector, experience level, and qualifications held by the individual.
To excel in an Other Insurance role, common skills include strong analytical and problem-solving abilities, excellent communication and interpersonal skills, a solid understanding of insurance policies and regulations, and experience with policy administration software. Additionally, proficiency in Microsoft Office applications, particularly Excel, is often highly valued. Proficiency in languages such as Afrikaans or isiZulu may also be an advantage in certain contexts.
Other Insurance roles can commonly be found within the financial services sector, where companies that offer insurance products to individuals and businesses need professionals to manage claims and policy administration. Technology companies and manufacturing firms also frequently require staff with expertise in this field. In general, organisations across a range of industries value the skills and experience offered by professionals in Other Insurance roles.
Career progression for those in Other Insurance roles is generally good, with opportunities for advancement to senior positions or into specialist roles such as risk management or policy development. With experience and additional qualifications, individuals can progress into leadership roles within an organisation, or transition into related fields such as actuarial science or claims adjusting.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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