Insurance Client Services Liaison
1 day ago
**Job Duties/Responsibilities will include**:
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
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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