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Insurance Service Consultant
3 weeks ago
2years
- 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 inquiries
- 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)
- 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
**Qualifications and Experience**:
- Matric
- Registration as an Employee Representative (FSCA)
- Relevant Qualification as per the FSCA Board Notice (Depending on the date of appointment in the industry) (Advantage)
- Regulatory Examination Level 1: Representatives (RE5)
- Class of Business: Long-Term Insurance & Investment
- CPD
- 2 Years’ Experience in the Insurance Industry;
- 1 Year Client Services
- Category A, B1, B2, C and Retail Benefits (Advantage)
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