Senior Clerk: IL Client Services Liaison - Pretoria
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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