Business Retention
2 weeks ago
**OUTPUTS AND RESPONSIBILITIES**
- To conserve business (Arrears premiums)
- Contact clients with arrears premiums.
- Inform clients about their policies status.
- Persuade client to make a payment or make a payment method change.
- Explain payment options to client.
- Provide banking details and reference number for payment.
- Check system to see if premium has been received.
- If premium has not been received, follow up with client.
- Advise clients on the consequences of non-payments of premiums.
- Conserve business (Lapsed policies)
- Inform client that their policy has lapsed
- Convince the client to re-instate the policy
- Request all the necessary documents to re-instate the policy
- Change payment method
- Send documents for scanning
**FORMAL EDUCATION**
Matric
**TECHNICAL/ LEGAL CERTIFICATION**
- Registration as an Employee Representative (FSCA)
- Relevant Qualification as per the FSCA Board Notice (Depending on date of appointment in the industry)
- Regulatory Examination Level 1: Representatives (RE5)
- Class of Business: Long Term Insurance & Investment
- Updated CPD points.
**EXPERIENCE**
- Experience in the Insurance Industry (advantage)
- 2 Year Client Services
- 2 Year Experience in Business Retention
- Understand Insurance Products
- Category A, B1, B2, C, and Retail Benefits (Advantage)
**KNOWLEDGE**
Legislation FAIS; FICA; NCA
Insurance Products Category A; B & C
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