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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