Senior Client Liason

2 weeks ago


Pretoria, Gauteng, South Africa New Beginnings Recruitment Full time

Responsibilities

  • Provide advice to clients
  • Provide assistance on demutualization enquiries
  • Provide correct and accurate advice to clients on
- products; premiums (monthly); beneficiaries;
- payments (school fund, loans; life assured on policy;

  • Advise clients on cancellations
  • Retain the policy by proposing different options
  • If refund applicable follow the standard cancellation procedure
  • Verify the positive identification of the client
  • Follow up with back office if changes to policy and been processed and provide feedback to clients
  • Adhere to Fit and Proper Requirements (FAIS)

Requirements:

  • 2 Years' Insurance Industry experience
  • 1 Year Client Services 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)
  • Category A, B1, B2, C and Retail Benefits (Advantage)

Salary:
R180 000,00 - R260 000,00 per year

Application Question(s):

  • Are you registered as an Employee Representative (FSB)?

Education:

  • High School (matric) (required)

Experience:

  • Insurance: 2 years (required)
Client Services: 1 year (required)

License/Certification:

  • RE1 & RE5 (required)

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