Senior Clerk: Il Client Services Liaison (Menlyn)

Job title : Senior Clerk: IL Client Services Liaison (Menlyn)
Job Location : Gauteng,

Deadline : December 11, 2024

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Description
Main Outputs and Responsibilities for This Position: 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
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
Requirements Formal Education: Matric
Technical/Legal Certification : 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)
Experience: 2 Years' Experience in the Insurance Industry; 1 Year Client Services Category A, B1, B2, C and Retail Benefits  (Advantage)  

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