Senior Clerk: Il Client Services Liaison

3 weeks ago


Pretoria, South Africa The Hiring House Full time

**DUTIES**:
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 cancelations
Advise clients on changes to policy
- Fit and Proper Requirements
- **FORMAL EDUCATION**
- 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)
- 2 Years Experience in the Insurance Industry;
- 1 Year Client Services
- Category A, B1, B2, C and Retail Benefits (Advantage)



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