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

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

Posted on 2025-09-18 00:00:00

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

View Job  South Africa: FINANCIAL ADVISER (no experience) posted by Emporium

AtripleA Recruitment and Temps

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

Click Go Apply to apply online!


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