Customer Service Representative

7 months ago


Hermanus, South Africa Exceed Recruitment and Human Resource Consultants Full time

**Reference**: 9159 CM

**Consultant**: Christa Mostert

Facilitate the surrender of customer retirement annuities held with South African based insurance companies.
Facilitate the surrender of all other customer held policies with South African based insurance companies.
Facilitate the transfer of customer section 14 funds and/or Preservation fund solutions and/or transfer of pension to new retirement annuity.
Obtain final values for financial products (e.g., policies).
Identify and facilitate cancellation of cessions on customer policies and/or change of ownership.
Administer paid-up policies.
Handle communication with bank and/or insurer regarding cession cancellations and paid-up requests.
Execute retirement claims, retirement investments and deferred pensions.
Support Financial Planning and Investments specialist to institute new investment/s for customers.
FICA & Banking
Facilitate the FICA compliance requirements with the customer, identification, and verification of the client in terms of natural person as primary customer.
Facilitate the opening of the relevant bank account for the customer and process on the system
Customer communication
Obtain sign-off from Financial Consultant/s (FC) on the processes to commence that will enable Group to meet their service outcome obligations as agreed to with customer/s.
Establish good customer report and maintain a professional relationship end-to-end.
Provide clear, accurate and consistent communication, enabling customers to respond with information, feedback, documentation, etc. in a prompt fashion.
Learning and development
Available and willing to learn existing and new processes added to the Group suite of products/services.
Comply with all company standard operating procedures (SOPs), policies, guidelines, and procedures.
Comply with all regulatory rules including but not limited to FSB, FAIS and SARB.

**Qualifications**:
**Minimum requirement**: Grade 12 or equivalent.
Exposure to or theoretical knowledge of FAIS & FICA legislation required.
Minimum 2 years’ experience in a reasonably complex process-orientated environment, preferably within
Financial Services industry recommended.
Tertiary qualification in Financial Services would be a definite advantage.
Knowledge and experience with sales techniques/strategies to meet customer/business needs and objectives.
Proven ability to be self-motivated and work autonomously, while also working successfully within a team.
Proven organisational skills including the ability to prioritise work to ensure deadlines are consistently achieved.
Strong attention to detail and follow through.
Excellent telephone manner and confident on the phone.
High degree of initiative and motivation.
Demonstrated inclusive, collaborative and engaging approach; including the ability to consult, facilitate, negotiate and influence a broad range of people at all levels in a medium sized corporate environment.
An ability to work under pressure in a rapidly changing environment.
Solid stakeholder management skills and ability to develop trusted and enduring relationships with customers.
Sophisticated communications skills, both verbal and written (English and Afrikaans) with excellent grammar and spelling.

**How to Apply**:
If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered in order to avoid duplicity on our system.



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