Insurance Client Services Liaison

1 day ago


Parktown, South Africa StaffCentral Consulting Full time

**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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