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

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Job Description

Our client is seeking a Senior Clerk: IL Client Services Liaison to join their team in Pretoria East

Should you meet the above requirements, please email your CV to .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

  1. Matric
  2. Registration as an Employee Representative (FSB)
  3. Relevant Qualification as per the FSB Board Notice (Depending on date of appointment in the industry)
  4. 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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How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Other IT/Computer Jobs in South Africa

In South Africa, the IT and computer industry is a significant contributor to the country’s economy, with a diverse range of job opportunities available across various sectors. Typically, these roles involve working with technology to drive business growth, improve efficiency, and enhance customer experience. Generally, careers in this field require a strong understanding of technical concepts and a willingness to adapt to changing technologies.

When it comes to salary expectations, it’s common for IT and computer professionals in South Africa to earn broad ranges that can vary significantly depending on factors such as experience, company size, and industry sector. Typically, entry-level positions may offer salaries between R400 000 and R600 000 per annum, while more senior roles can command higher figures, often ranging from R800 000 to R2 million or more, depending on the specific requirements of the job.

Common skills for IT and computer professionals in South Africa typically include proficiency in programming languages such as Java, Python, or C++, as well as experience with operating systems like Windows, Linux, or macOS. Data analysis and visualisation tools like Tableau, Power BI, or D3.js are also often required, particularly in roles involving data science or business intelligence. Additionally, IT professionals should be familiar with cloud computing platforms like AWS, Azure, or Google Cloud, as well as cybersecurity principles to protect against threats. Other essential skills may include project management, collaboration tools like Slack or Trello, and a solid understanding of database management systems.

Industries that commonly employ IT and computer professionals in South Africa include the financial services sector, technology industry, manufacturing sector, and public sector organisations. These sectors often require specialists to design, implement, and maintain complex technological systems, ensuring they operate efficiently and securely.

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Career development opportunities for IT and computer professionals in South Africa are diverse and varied. Typically, entry-level roles provide a solid foundation for progression into mid-tier positions, where professionals can take on more senior responsibilities and develop their technical expertise. With experience, it’s common to move into leadership roles or transition into related fields like data science, artificial intelligence, or cybersecurity. Many companies also offer opportunities for training, certification, and continuing education to support the ongoing development of their employees’ skills and knowledge.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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

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Job Description

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 clients 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 .za

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AtripleA Recruitment and Temps

.za

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.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



GO APPLY NOW

Safe & secure application process

Advertisement


Advertisement



Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in South Africa, South Africa


Job Seeker Tip

Set up job alerts on major job boards to be notified of new opportunities quickly.

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

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Posted in Jobs in South Africa

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