Senior Clerk: IL Client Services Liaison - Menlyn at Assupol

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

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

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 Services
• Category A, B1, B2, C and Retail Benefits  (Advantage)