Senior Client Liason

7 months ago


Pretoria, 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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