Senior Clerk (Client Services)

Senior Clerk (Client Services)
Company:

Confidential


Senior Clerk (Client Services)

Details of the offer

Position: Senior Clerk (Client Services) Industry: Insurance Location: Menlyn, Gauteng
Salary: Market Related
Duration: Permanent
Closing Date: Wednesday, 27 May 2020

Purpose: To provide professional first line support to clients

Job Functions: Administration, Call Centre, Client Services

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; (TCF).
- Make notes on the system.
- Provide assistance on demutualization enquiries.
- Advise clients on cancellations:
- Advise the client of the process and disadvantages of cancellation.
- Retain the policy by proposing different options (loan, partial surrender paid up).
- As per clients request follow the standard cancellation 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 FSCA board notice in terms of FAIS.

QUALIFICATIONS & EXPERIENCE:

- 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)

CLOSING STATEMENT:

- Only candidates who meet the above requirements will be considered.
- Please send CV’s in MS Word format to --------Please upload your CV here-------- - If you do not hear from us within 2 weeks, unfortunately your application has not been successful.

CONTACT:
Liesl Lotter
Group Recruitment and FSS Manager
Office : ----- email : --------Please upload your CV here--------


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