Job Opportunities in South Africa
September 11, 2024
Assupol Life Ltd.
Menlyn Park
FULL TIME
Senior Clerk: IL Client Services Liaison
Main Outputs and Responsibilities for This Position:
1. Provide advice to clients
Adhere and comply to FSB board notice in terms of FAIS
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
- 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)
- 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
Adhere and comply to FSB board notice in terms of FAIS
Formal Education:
Experience:
- 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)
Experience:
- 2 Years’ Experience in the Insurance Industry;
- 1 Year Client Services
- Category A, B1, B2, C and Retail Benefits (Advantage)
We regret to inform you that this job opportunity is no longer available
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