Administrator: IL Client Services Liaison at Assupol

Description
Main Outputs and Responsibilities for This Position :

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
   

Administrate loan requests

• Collate all documents required for loan application e.g positive identification of client
• Verify and ensure clients forms are completed correctly. 
• Validate and pre-assess whether the client qualifies for a loan
• Make preliminary decision on the loan application and inform clients thereof
• Update and make notes on system
• Submit all required forms to back office for processing
• Follow up with back office and update clients on application progress, outcome or until finalized
• Advise client on repayment terms of loan  (TCF)
   

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 clients request follow the standard cancelation procedure (Refund if applicable)
   

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
   

Collection of premiums

• Receive and capture payment on system
• Payment reconciliation
• Fit and Proper Requirements
• Adhere and comply to FSB board notice in terms of FAIS

Requirements
Formal Education:

• Matric
• 60 or 120 credits on NQF Level 5 Wealth Management (Depending on date of appointment in the industry) 

Technical/Legal Certification:

• RE 5
• Registration as an Employee Representative (FSB)

Experience:

• 2 Years’ Experience in the Insurance Industry;
• 1 Year Client Services