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

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 *****@*****.co.za

AtripleA Recruitment and Temps

www.********.co.za