Senior Clerk: IL Client Services Liaison

 

Recruiter:

Isilumko Staffing (JHB)

Job Ref:

1978214632

Date posted:

Friday, January 7, 2022

Location:

Pretoria, South Africa


SUMMARY:
-

JOB DESCRIPTION:

Provide advice to clients

  • Aid with demutualization enquiries
  • Deliver correct/ accurate advice to customers on products; premiums (monthly); beneficiaries; payments (school fund, loans; life assured on policy; (TCF)
  • Track on system/s
  • Verify positive identification of client

 

Guide clients on cancelations

  • Policy retention by proposing diverse options (loan, partial surrender paid up)
  • Inform customers of processes involved as well as disadvantage/s of cancelations
  • Follow cancelation processes and procedure/s as per customer (Refund if applicable)

 

Advise clients on changes to policy

  • Update system notes - documentation to back office for processing
  • Check policy details/ status, inform client if request can be processed
  • Follow up with back office if changes to policy have  been processed and provide feedback to client
  • Authenticate positive identification of client

 

Fit and Proper Requirements

  • Comply and adhere to FSB board notice in terms of FAIS 10

Requirements.

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)

 

COMPETENCIES

Knowledge: Competency Description

Legislation: FAIS; FICA; NCA

Insurance Products Category: A; B & C

 

Skills: Competency Description

Communication English

Computer Excel

Telephone Etiquette

Interpersonal Skills All levels

 

Attributes: Competency Description

Friendly

Professional

Empathy

 

 


 

 

 

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