Menu Close

Pretoria: Senior Clerk: Il Client Services Liaison (Insurance) posted by AtripleA recruitment & temps

Date 2024-11-25
Job Title Senior Clerk: Il Client Services Liaison (Insurance)
Employer AtripleA recruitment & temps
More Information
Salary 15600
Category Insurance And Investments
Location Gauteng
/ Pretoria

Job Summary

Senior Clerk: IL Client Services Liaison (Insurance)

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

  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 client`s 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
  1. 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 AtripleA recruitment & temps
Senior Clerk: Il Client Services Liaison (Insurance) position available in Gauteng, Pretoria. This job position was posted by AtripleA recruitment & temps. The job has been posted as a free ad on 2024-11-25 at 16:12:14 in the Insurance And Investments category

Click Go Apply to apply online!


You might also like to look at the available jobs in the same area.

Apply directly on jobmail for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.

View Job  Johannesburg: Head Of Admin

We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.


Here are some more related positions


Midrand: Senior Creditors Clerk

Key responsibilities: Manage the end-to-end accounts payable process, including invoice verification, coding, and processing, ensuring adherence to company policies and procedures Reconcile supplier statements and resolve any discrepancies or issues prompt


View Job
Senior Creditors Clerk

Gauteng: Senior Debtors Clerk posted by Selhurst Recruitment Consulting

Robertsham-based company has an opening for a Senior Debtors Clerk. You should have at least 5 years of relevant experience and be comfortable working with multiple accounts and high volumes of transactions. The company uses Sage Evolution and while previo


View Job
Senior Debtors Clerk

Westlake: Senior Debtors Clerk

Successful and Growing company based in Southern Suburbs Cape Town is looking for a Senior credit controller. Dealing with chain hardware store groups would be an advantage- collected from teh Massmarts Game builders ware hosue examples - Thsi woudl secure


View Job
Senior Debtors Clerk

Johannesburg: Senior Entry Clerk

Our client, who forms part of a greater group who offers clearing and forwarding, forex, trade finance and insurance services all inhouse, is opening a new role for a Senior Entry Clerk. Requirements: Minimum 3-5 years experience handling entries and tarif


View Job
Senior Entry Clerk

Potchefstroom: Senior Financial Clerk

Minimum requirements: BCom Degree Completed articles (SAICA or SAIPA) or 4 years experience in a financial department Excellent experience with Pastel Evolution Debtors / Creditors Bank Reconciliations VAT Statements e-Filing CIPC SARS enquiries Must have


View Job
Senior Financial Clerk

Centurion: Creditors Clerk (Senior)

Our client, in the Manufacturing industry, is seeking a Creditors Clerk to join their finance team in Pretoria East. Duties: Investigate discrepancies and negotiate settlements Send remittance advice to suppliers Accurate reporting Accurately capture invoi


View Job
Creditors Clerk (Senior)

Johannesburg: Senior Debtors Clerk posted by EMPIRE RECRUITMENT

We are looking for a detail-oriented Debtors Clerk to manage and maintain our clients debtor accounts. The successful candidate will be responsible for ensuring timely collections, accurately recording financial transactions, and assisting with the resolut


View Job
Senior Debtors Clerk

Cape Town: Senior Clerk posted by Goldman Tech

Job Description:• Experience of 4 - 6 years working as an accountant Advance knowledge of Microsoft office • Pastel & SAGE • Draftworx • Easyfile and Efiling • Valid driver`s licence and transport essential • Audit experience


View Job
Senior Clerk

South Africa: Senior Clerk: Il Client Services Liaison – Insurance posted by AtripleA recruitment & temps

Our client is seeking a Senior Clerk: IL Client Services Liaison to join their team in Pretoria EastShould you meet the above requirements, please email your CV to AtripleA recruitment & temps Senior Clerk: Il Client Services Liaison - Insurance position

View Job  Johannesburg: Junior Actuarial Manager

View Job
Senior Clerk

Gauteng: Senior Clerk: Il Client Services Liaison posted by The Hiring House

Responsibilities- Provide advice to clients- Advise clients on cancelations- Advise clients on changes to policy- Fit and Proper Requirements Formal Education- MatricTechnical/Legal Certification- Registration as an Employee Representative (FSB)- Relevant


View Job
Senior Clerk

Free State: Senior Clerk (Insurance) posted by AtripleA recruitment & temps

Our client in the Insurance industry is looking for a Senior Clerk: Field Broker Support.Key responsibilities 1. Provide administrative support to the brokers & representatives• Handling telephone enquiries from brokers & reps• Prepare quotations


View Job
Senior Clerk (Insurance)

Mthatha: Senior Clerk (Insurance) posted by AtripleA recruitment & temps

Our client in the Insurance industry is looking for a Senior Clerk: Field Broker Support.Key responsibilities 1. Provide administrative support to the brokers & representatives• Handling telephone enquiries from brokers & reps• Prepare quotations


View Job
Senior Clerk (Insurance)

Pretoria: Senior Clerk: Il Client Services Liaison (Insurance) posted by AtripleA recruitment & temps

Senior Clerk: IL Client Services Liaison (Insurance)Location: Menlo Park, Gauteng South AfricaSalary: 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 su


View Job
Senior Clerk

South Africa: Senior Clerk: Il Client Services Liaison (Insurance) posted by AtripleA recruitment & temps

Senior Clerk: IL Client Services Liaison (Insurance)Location: Menlo Park, Gauteng South AfricaSalary: R15 600 - R18 000 p.mOur client in the Insurance industry is looking for a Senior Clerk: IL Client Services Liaison to provide professional first line sup


View Job
Senior Clerk

Mthatha: Senior Clerk: Field Broker Support (Insurance) posted by AtripleA recruitment & temps

Senior Clerk: Field Broker SupportLocation: Mthatha / Umtata, Eastern Cape, South AfricaSalary: R15 600 to R18 000 (RE5)Our client in the Insurance industry is looking for a Senior Clerk: Field Broker SupportKey responsibilities Provide administrative supp


View Job
Senior Clerk

Bloemfontein: Senior Clerk: Field Broker Support (Insurance) posted by AtripleA recruitment & temps

Senior Clerk: Field Broker SupportIndustry: InsuranceLocation: Bloemfontein, Free State Salary: R14 000 to R16 000 p.mOur client in the insurance industry is looking for a Senior Clerk to provide administrative support to the sales team in the region.Key r


View Job
Senior Clerk

Pretoria: Senior Clerk: Il Client Services Liaison (Long Term Insurance) posted by AtripleA recruitment & temps

Senior Clerk: IL Client Services Liaison_Long Term insuranceLocation: PretoriaOur client in the long term insurance sector to provide professional first line support to clients.Main Responsibilities:• Provide advice to clients• Advise clients on

View Job  Johannesburg: Supply Chain Supervisor posted by TalentCru

View Job
Senior Clerk

Cape Town: Senior Tax Clerk posted by Hire Resolve

Hire Resolve`s client are currently seeking a highly skilled and experienced Senior Tax Clerk to join their team. The Senior Tax Clerk will be responsible for assisting with preparing and filing tax returns, conducting research on tax laws and regulations,


View Job
Senior Tax Clerk

Irene: Senior Audit Clerk posted by Hire Resolve

Hire Resolve`s client is seeking a detail-oriented and experienced Senior Audit Clerk to join their team. The ideal candidate will be responsible for assisting with all financial and operational audits, conducting in-depth analysis of financial data, and p


View Job
Senior Audit Clerk

Pretoria: Senior Audit Clerk – R240k – R180k posted by Hire Resolve

Hire Resolve`s Client is looking for a Senior Audit Clerk to join. As a Senior Audit Clerk, you will be responsible for conducting and supporting audit engagements, ensuring accuracy of financial information, and assessing compliance with regulations and s


View Job
Senior Audit Clerk – R240k – R180k

Cape Town: Seniors Creditors Clerk posted by O`Brien Recruitment

ACCOUNTS PAYABLE CLERK POSITION OVERVIEWThe role of the Accounts Payable Clerk is to ensure the timely and accurate reconciliation of all creditors` accounts, from Vendor Line items (Age Analysis) to supplier statements and their subsequent payments.KEY RE


View Job
Seniors Creditors Clerk

Centurion: Creditors Clerk (Senior) posted by Network Finance

Our client in the Manufacturing Industry is seeking a Creditors Clerk to join their finance team in Pretoria East. Duties:Investigate discrepancies and negotiate settlementsSending of Remittance Advices to suppliers.Accurate reportingAccurately captur


View Job
Creditors Clerk (Senior)

Gauteng: Senior Entry Clerk posted by Switch Recruit

Our client, who forms part of a greater group who offers clearing and forwarding, forex, trade finance and insurance services all inhouse, is opening a new role for a Senior Entry Clerk.Requirements:Minimum 3-5 years experience handling entries and tariffi


View Job
Senior Entry Clerk

Error making API request.

Share this to someone who needs a job:
Posted in Jobs in Gauteng, Jobs in Pretoria

More Jobs in Your Area