Business Retention - Pretoria
OUTPUTS AND RESPONSIBILITIES To conserve business (Arrear premiums) Contact clients with arrears premiums.Inform clients about their policies status.Persuade client to make a payment or make a payment method change.Explain payment options to client.Provide banking details and reference number for payment.Check system to see if premium has been received.If premium has not been received, follow up with client.Advise clients on the consequences of non-payments of premiums. Conserve business (Lapsed policies) Inform client that their policy has lapsedConvince the client to re-instate the policyRequest all the necessary documents to re-instate the policyChange payment methodSend documents for scanning FORMAL EDUCATION Matric TECHNICAL/ LEGAL CERTIFICATION Registration as an Employee Representative (FSCA)Relevant Qualification as per the FSCA Board Notice (Depending on date of appointment in the industry)Regulatory Examination Level 1: Representatives (RE5)Class of Business: Long Term Insurance & InvestmentUpdated CPD points. EXPERIENCE Experience in the Insurance Industry (advantage)2 Year Client Services2 Year Experience in Business RetentionUnderstand Insurance ProductsCategory A, B1, B2, C, and Retail Benefits (Advantage) KNOWLEDGE Legislation FAIS; FICA; NCA Insurance Products Category A; B & C https://protool.gumtree.co.za/external-link-browser.html?urlaHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80ODQzOTMwMDQ/c291cmNlPWd1bXRyZWU&jid1316468&xid484393004
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