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  • Posted: Sep 9, 2024
    Deadline: Not specified
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  • We provide funeral, life, savings and retirement products and services to South Africans from every walk of life. In everything we do, we aim to reward the trust that our clients have placed in us. We keep our promises to our stakeholders, and we are always there for our clients when it matters most
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    Senior Clerk: Business Retentions (Menlyn)

    Description
    To Conserve Business (Arrear Premiums)

    • Contact clients with premium arrears
    • Inform clients about RPAR and Cancellation received (Freshdesk)
    • Persuade client not to cancel the policy
    • Inform client to accept Debi Check
    • Explain Payment method and Update Details
    • Capturing and Processing Refunds
    • Provide Bank Details and reference number for Cash Payments
    • Call Persal Retired/Resigned Clients to provide new Bank Details.

    Conserve Business ( Policy Continuation and CSO)

    • Inform client that Policy will be changed to Single Plan
    • Change Payment Method
    • Notify the client about worksite feedback.

    Requirements

    • 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 Level1 Representative (RE5)
    • Class Of Business: Long Term Insurance& Investment
    • Updated CPD Points.

    Experience

    • Experience in the Insurance Industry (Advantage)
    • 2 Years Client Services
    • 2 Years Experience in Business Retentions
    • Understand Insurance Products
    • Category A, B1,B2,C and Retail Benefits (Advantage)

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified? Go to Assupol on assupol.mcidirecthire.com to apply

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