Senior Clerk: IL Client Services Liaison

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