Senior Clerk: IL Client Services Liaison

Recruiter:

Isilumko Staffing (JHB)

Job Ref:

1978214632

Date posted:

Friday, January 7, 2022

Location:

Pretoria, South Africa

JOB SUMMARY:
-

JOB DESCRIPTION:

Provide advice to clients

Aid with demutualization enquiries
Deliver correct/ accurate advice to customers on products; premiums (monthly); beneficiaries; payments (school fund, loans; life assured on policy; (TCF)
Track on system/s
Verify positive identification of client

Guide clients on cancelations

Policy retention by proposing diverse options (loan, partial surrender paid up)
Inform customers of processes involved as well as disadvantage/s of cancelations
Follow cancelation processes and procedure/s as per customer (Refund if applicable)

Advise clients on changes to policy

Update system notes - documentation to back office for processing
Check policy details/ status, inform client if request can be processed
Follow up with back office if changes to policy have been processed and provide feedback to client
Authenticate positive identification of client

Fit and Proper Requirements

Comply and adhere to FSB board notice in terms of FAIS 10

Requirements.

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)

COMPETENCIES

Knowledge: Competency Description

Legislation: FAIS; FICA; NCA

Insurance Products Category: A; B & C

Skills: Competency Description

Communication English

Computer Excel

Telephone Etiquette

Interpersonal Skills All levels

Attributes: Competency Description

Friendly

Professional

Empathy

Similar jobs you might be interested in:

Senior Creditors Clerk
Location: Midrand
Salary: Market related Monthly
As a senior Creditors clerk, you will be responsible for managing the accounts payable function, ensuring accurate and timely processing of invoices, reconciling supplier statements, and maintaining strong relationships with vendors.
22 days ago

Senior Creditors Clerk
Location: Johannesburg
Salary: R20 000 Monthly
Join our team as a senior Creditors clerk!
21 days ago

Senior Creditors Clerk
Location: Johannesburg
Salary:
senior Creditors clerkGauteng | PermanentMid Career (4 - 6 yrs exp)
23 days ago

Senior Finance Clerk
Location: Johannesburg
Salary:
39 days ago

Senior Debtors Clerk
Location: Midrand
Salary: Monthly
Job Title: senior Debtors clerkLocation:Â MidrandRemuneration: Negotiable on experience and qualificationOur client, a Manufacturing Specialist, is looking for a senior Debtorsâ clerk to join their team in Olifantsfontein in Midrand. We are looking for your Debtors' experience with handling clients from the Engineering and Manufacturing Industries. We are looking for your work experience in han...
10 days ago

Senior Finance Clerk
Location: Johannesburg
Salary:
42 days ago

Senior Creditors Clerk
Location: Midrand
Salary:
As a senior Creditors clerk, you will be responsible for managing the accounts payable function, ensuring accurate and timely processing of invoices, reconciling supplier statements, and maintaining strong relationships with vendors.
22 days ago

Senior Credit Controller
Location: Johannesburg
Salary: R420 000
Available immediately credit controller with retail or FMCG experience to start immediately
1 day ago

Administration Clerk
Location: Johannesburg
Salary: 17 000 Monthly
Sport and recreation concern, based in the north of Johannesburg, is looking for an Administration clerk to join their team on a temporary basis. Experience with cash ups, recons and billings essential. Immediate availability is essential as this is a temporary role.
3 days ago

Accounts Receivable Clerk
Location: Johannesburg
Salary: 250 000 Annually
Are you a detail-oriented finance professional with a passion for ensuring cash flow accuracy?
16 days ago

Senior Clerk: IL Client Services Liaison

Similar jobs you might be interested in:

Create a free job alert for Senior Clerk: IL Client Services Liaison in Pretoria