Senior Clerk: IL Client Services Liaison - Pretoria
Main Outputs and Responsibilities for This Position: 1. Provide advice to clients Verify the positive identification of the clientProvide correct and accurate advice to clients on products; premiums (monthly); beneficiaries; payments (school fund, loans; life assured on policy; (TCF)Make notes on the systemProvide assistance on demutualization enquiries 2. Advise clients on cancelations Advise the client of the process and disadvantages of cancelationRetain the policy by proposing different options (loan, partial surrender paid up)As per clients request follow the standard cancelation procedure (Refund if applicable) 3. Advise clients on changes to policy Verify the positive identification of the clientCheck policy details and statusAdvise client if request can be processedMakes notes on the systemSend documents to back off for processingFollow up with back office if changes to policy and been processed and provide feedback to client 4. Fit and Proper Requirements Adhere and comply to FSB board notice in terms of FAIS Requirements Formal Education: 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 ServicesCategory A, B1, B2, C and Retail Benefits (Advantage) https://protool.gumtree.co.za/external-link-browser.html?urlaHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS82Njg4NTYzMzk/c291cmNlPWd1bXRyZWU&jid1323445&xid668856339
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