Senior ClerkIL Client Services Liaison

R 15.600,00 monthly City of Tshwane, Gauteng 16 October

AtripleA Recruitment & Temps

  • Description

    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

    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;
    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 client’s 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


    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)

  • Number of vacancies: 1
  • Requirements

  • Language(s): English
  • Availability for travel: No
  • Availability for change of residence: No

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