Senior Clerk: IL Client Services Liaison (Insurance)

AtripleA recruitment & temps; Pretoria; On-site; ZAR 174,096 - 200,880; Full time

Job summary

A recruitment agency is seeking a Senior Clerk: IL Client Services Liaison in Pretoria, Gauteng. The role involves providing first line support to clients in the insurance sector, advising on policies and cancellations, and delivering regulatory compliance. Candidates should possess Matric and registration as an Employee Representative with a minimum of 2 years in the insurance industry. This role offers a competitive salary range of R15 600 - R18 000 per month.

Qualifications

• Matric is required for this position.
• Registration as an Employee Representative (FSB) is mandatory.
• 2 years' experience in the insurance industry is essential.

Responsibilities

• Provide professional first line support to clients.
• Advise clients on cancellations and policy changes.
• Make notes on the system and assist with demutualization enquiries.

Skills

Client advice

Policy management

Communication skills

Problem-solving

Education

Matric

Relevant Qualification

Regulatory Examination Level 1: Representatives (RE5)

Job description

Senior Clerk: IL Client Services Liaison (Insurance)

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

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
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 client's request follow the standard cancellation procedure (Refund if applicable)
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 office for processing
   • Follow up with back office if changes to policy have been processed and provide feedback to client

Fit and Proper Requirements

1. Adhere and comply to FSB board notice in terms of FAIS

Requirements

• Matric
• 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)

Send your CV and latest pay slip to [e-mail]

AtripleA Recruitment and Temps

www.aaaa.co.za