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AtripleA Recruitment and Temps
Pretoria, 2000, South Africa

Company Profile


Senior Clerk: IL Client Services Liaison (Insurance)


col-narrow-left   

Job ID:

16657

Location:

Pretoria, 2000, South Africa 

Category:

Insurance

Salary:

R15,600.00 per month
col-narrow-right   

Job Views:

24

Employment Type:

Full time

Posted:

08.09.2018
col-wide   
Fax your CV to 0864810554

Job Description:

Senior Clerk: IL Client Services Liaison (Insurance)
Location: Menlo Park, Gauteng South Africa
Salary: R15 600 – R18 000 p.m.
           
Our client in the Insurance industry is looking for a Senior Clerk: IL Client Services Liaison to provide professional first line support to clients.
 
Key responsibilities
 
  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
    •  
  2.  Advise clients on cancelations
    • Advise the client of the process and disadvantages of cancelation
    • Retain the policy by proposing different options (loan, partial surrender paid up)
    • As per client’s request follow the standard cancelation procedure (Refund if applicable)
    •  
  3.  Advise clients on changes to policy
    • 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
 
  1.  Fit and Proper Requirements
    • Adhere and comply to FSB board notice in terms of FAIS
    •  

Job Requirements:

Requirements            
                               
  • 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)
  • 2 Years’ Experience in the Insurance Industry;
  • 1 Year Client Services
  • Category A, B1, B2, C and Retail Benefits (Advantage)
 
 
Send your CV and latest pay slip to hilda@aaaa.co.za
AtripleA Recruitment and Temps
www.aaaa.co.za


Company Info


AtripleA Recruitment and Temps
Pretoria, 2000, South Africa

Senior Clerk: IL Client Services Liaison (Insurance)

col-narrow-left   

Job ID:

16657

Location:

Pretoria, 2000, South Africa 

Category:

Insurance

Salary:

R15,600.00 per month
col-narrow-right   

Job Views:

24

Employment Type:

Full time

Posted:

08.09.2018
col-wide   
Fax your CV to 0864810554

Job Description:

Senior Clerk: IL Client Services Liaison (Insurance)
Location: Menlo Park, Gauteng South Africa
Salary: R15 600 – R18 000 p.m.
           
Our client in the Insurance industry is looking for a Senior Clerk: IL Client Services Liaison to provide professional first line support to clients.
 
Key responsibilities
 
  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
    •  
  2.  Advise clients on cancelations
    • Advise the client of the process and disadvantages of cancelation
    • Retain the policy by proposing different options (loan, partial surrender paid up)
    • As per client’s request follow the standard cancelation procedure (Refund if applicable)
    •  
  3.  Advise clients on changes to policy
    • 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
 
  1.  Fit and Proper Requirements
    • Adhere and comply to FSB board notice in terms of FAIS
    •  

Job Requirements:

Requirements            
                               
  • 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)
  • 2 Years’ Experience in the Insurance Industry;
  • 1 Year Client Services
  • Category A, B1, B2, C and Retail Benefits (Advantage)
 
 
Send your CV and latest pay slip to hilda@aaaa.co.za
AtripleA Recruitment and Temps
www.aaaa.co.za