Senior Clerk: IL Client Services Liaison-Assupol

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
70%
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 clients request follow the standard cancelation procedure (Refund if applicable)
10%
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
10%
4. Fit and Proper Requirements
 Adhere and comply to FSB board notice in terms of FAIS

Requirements
1. FORMAL EDUCATION

 Matric

2. TECHNICAL

 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)

3. EXPERIENCE
 2 Years’ Experience in the Insurance Industry;
 1 Year Client Services
 Category A, B1, B2, C and Retail Benefits (Advantage)


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Job id : , #68970, 48 views,

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