Specialist: Client Services Liaison

2 days ago


Pretoria, South Africa The Hiring House Full time

**Provide advice to clients**:

- 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 enquiries
- ** Advice clients on cancellation**:

- Advise the client of the process and disadvantages of cancellations
- Retain the policy by proposing different options (loan, partial surrender paid up)
- As per clients requests follow the standard Cancellation procedure (Refund if applicable)
- ** Advice clients on changes to policy**:

- Verify the positive identification of the client.
- Check policy details and status
- Advise client if request can be processed.
- Make notes on the system
- Send documents to back off the processing 'Follow up with back office if changes to policy and been processed and provide feedback to clients
- Fit and Proper Requirements
- Adhere and comply to FSB board notice in terms of FAIS



  • Pretoria, South Africa Isilumko Staffing Full time

    **Client Services Liaison X 3** **Permanent** **Menlyn** **Job Duties**: - Provide advice to clients - Client Retention - General Administration - Advise clients on cancelations - Advise clients on changes to policy - Fit and Proper Requirements **Technical/Legal Certification**: - Registration as an Employee Representative (FSB) - Relevant...


  • Pretoria East, South Africa Hallmark Professional Intake Full time

    We are recruiting for a motivated Customer Service Liaison Specialist to be the primary point of contact for all membership-related inquiries, requests, and concerns.Your responsibilities include answering and directing phone calls, assisting with membership-related issues, resolving complaints, and processing transactions.To succeed as a Customer Service...

  • Client Liaison Officer

    7 months ago


    Pretoria, South Africa Source and Select Full time

    **Join the Dynamic Team at GEMS as a Client Liaison Officer!** GEMS is currently recruiting 6 exceptional individuals to join our team as Client Liaison Officers in various provinces. As a Client Liaison Officer, you will play a crucial role in our organization, reporting directly to the Team Leaders and becoming an integral part of our Client Liaison...


  • Pretoria, South Africa Nedbank Full time

    **Job Classification** - Requisition: 136065- Role: Client Liaison Specialist: Banking (Pretoria)- Closing Date: 26 September 2024- TA: Nozi Masabalala- Division: Nedbank Private Wealth- Employment Equity Statement: Preference will be given to individuals from underrepresented groups.- Job Family- Sales and Service- Career Stream- Sales- Leadership Pipeline-...

  • Client Liaison Officer

    6 months ago


    Pretoria, South Africa Tych Business Solutions Full time

    **Job ID**: 76234**Date Posted**: Posted 3 hours ago**Location**: Pretoria**Job Title**: CLIENT LIAISON OFFICER - PRETORIA - GAUTENG JOB SUMMARY - The Client Liaison Officer role will provide onsite client services and resolve member and potential member queries. SKILLS, COMPETENCIES, QUALIFICATIONS, EDUCATION and EXPERIENCE Essential: - Matric (Grade...

  • Client Liaison Officer

    7 months ago


    Pretoria, South Africa Tych Business Solutions Full time

    **Job ID**: 68619**Date Posted**: Posted 5 hours ago**Location**: Pretoria**Job Title**: CLIENT LIAISON OFFICER - PRETORIA - GAUTENG **JOB SUMMARY** The Client Liaison Officer role will provide onsite client services and resolve member and potential member queries. **SKILLS, COMPETENCIES, QUALIFICATIONS, EDUCATION and EXPERIENCE Essential -** Matric...


  • Pretoria, South Africa Ditshaba Full time

    The positions of three Regional Managers are vacant. The Regional Managers will report directly to the Senior Manager: Client Liaison Offices and form part of the Member Service and Experience Division. The positions will be based at KwaZulu Natal, Northern Cape and Western Cape. **Qualification requirements are**: - At least 3 years Diploma/Degree or...

  • Client Liaison Officer

    6 months ago


    Pretoria, South Africa Xone Integrated Security (Pty) Ltd. Full time

    We're seeking a talented Liaison Officer to join our team at Xone Integrated Security! **Requirements**: - PSIRA Grade B - Grade 12 - Willing to be able to work 12-hour shifts (Mon to Fri), including night and under pressure. - Must have extensive knowledge of Supervision and staff Management. - Extensive knowledge of logistics and personnel...

  • Conveyancing Pro

    2 days ago


    Pretoria, South Africa Dante Personnel Full time

    Gauteng, Pretoria East - (Market related) Well established Law Firm in Pretoria East is looking for a Client Relations Officer with experience working at a Law Firm and dealing with all aspects of Conveyancing **Minimum requirements**: - Grade 12 - 3 Years' plus experience currently working at a law firm dealing with Client Liaison / PRO work - Experience...


  • Pretoria, Gauteng, South Africa Network Contracting Full time

    At Network Contracting, we are seeking a highly motivated Project Coordinator and Client Liaison to join our team. This role offers an exciting opportunity to work with us in delivering exceptional project administration, site management, content creation, and client communication services.Job Description:This is a challenging role that requires strong...


  • Pretoria, South Africa hearX Full time

    **Work Location**:180 Garsfontein Road, Ashlea Gardens, Pretoria. (hybrid) **Job Purpose**: Ensure first class client service and support levels within the B2B division. Offer first line product support to clients as appropriate to maintain high customer satisfaction and to ensure customer devices are operational. **Minimum...


  • Pretoria, Gauteng, South Africa Numeral Financial Services Group Full time

    About UsWe are a young, energetic, and passionate group of companies working in different industries, all focused on becoming market leaders in our fields.Our fast-paced environment will positively challenge you and keep you engaged as you navigate through changing priorities and varying demands.We work smart, we work hard, but we have fun doing it.Industry...


  • Pretoria, South Africa Sit2Mat Financial Services Full time

    **Responsibilities**: - Build and maintain strong relationships with clients to understand their needs - Find new business opportunities and maintain a healthy pipeline for future deals. - Serve as the main point of contact for clients, addressing inquiries, resolving issues, and providing assistance as needed. - Upsell new products to existing clients -...


  • Pretoria, Gauteng, South Africa Qetello Holdings Full time

    As a Doctor Liaison and Business Development Specialist, you will play a crucial role in identifying, approaching, and building relationships with doctors and medical practices to promote and sell medical bureau services and COID assistance.We are looking for a self-motivated and goal-oriented individual with excellent interpersonal and communication skills....


  • Pretoria, Gauteng, South Africa Bonafide Human Capital (Pty) Ltd Full time

    Job Title: Automotive Liaison SpecialistAbout the Role:The Bonafide Human Capital (Pty) Ltd is seeking a skilled Customer Relations Officer to join their team in Pretoria. This role requires a strong understanding of customer service principles and experience working in a fast-paced automotive environment.Key Responsibilities:* Manage customer bookings...

  • HR Liaison Officer

    2 months ago


    Pretoria, South Africa Putco Bus Services Full time

    JOB REQUIREMENTS - The ideal applicant will possess the following: - _ - Grade 12 or equivalent academic qualification. - Tertiary qualification in HR / Personnel field. - Relevant work experience in Human Resources as a generalist. - Experience of Microsoft, electronic Leave and Time & Attendance systems will be an advantage. - Applied Understanding of HR...


  • Pretoria North, South Africa Woodafair Academics Full time

    At Woodafair Academics, we are seeking a skilled Customer Service Liaison to join our team. This exciting role offers a unique opportunity for an individual with excellent communication skills and customer service experience to take their career to the next level.The successful candidate will be responsible for providing top-notch customer service and...


  • Pretoria, Gauteng, South Africa Bidvest Protea Coin Full time

    Bidvest Protea Coin is seeking a highly skilled and experienced Investigator and Liaison Officer to join our team. As a Forensic Investigation Specialist, you will be responsible for conducting internal and external investigations, handling exhibits, and providing expert advice on crime scene management.The ideal candidate will have a strong understanding of...


  • Pretoria, South Africa Finding Personnel (Pty) Ltd Full time

    **Job Details**: **Title: Client Service Consultant** **Location: Pretoria, Gauteng** **Permanent: Yes** **Full time: Yes** **Industry: Insurance** **Salary / CTC: R 18 000** **Reports to: Call Centre Manager** **Roles and responsibilities** - Provide excellent customer service in a professional manner and compliant with quality and performance...


  • Pretoria, South Africa University of Pretoria Full time

    **UP Professional and Support**: **POSITION**:CLIENT SERVICES ADMINISTRATIVE ASSISTANT** **CONTRACT: FULL-TIME FIXED TERM** **RESPONSIBILITIES**: The incumbent will be responsible for: - Petty cash management and cashiering - Data capturing of information and management systems entries - Day-to-day administration related to Client Services Department -...