Specialist: Client Services Liaison
2 weeks ago
**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
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Junior Patient Liaison Officer
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Client Service Consultant
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Pretoria, South Africa Finding Personnel (Pty) Ltd Full timeJob Details:Title: Client Service ConsultantLocation: Pretoria, GautengPermanent: YesFull time: YesIndustry: Insurance Salary / CTC: R 18 000Reports to: Call Centre ManagerJob Description:The overall purpose of the Client Service Consultant is to provide exceptional customer service by ensuring all interactions with clients (making and taking calls, e-mails,...
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Client Service Consultant
4 weeks ago
Pretoria, South Africa Finding Personnel (Pty) Ltd Full timeJob Details:Title: Client Service ConsultantLocation: Pretoria, GautengPermanent: YesFull time: YesIndustry: Insurance Salary / CTC: R 18 000Reports to: Call Centre ManagerJob Description:The overall purpose of the Client Service Consultant is to provide exceptional customer service by ensuring all interactions with clients (making and taking calls, e-mails,...
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Client Support
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Client Service Consultant
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Community Liaison Officer
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Maintenance Assistant
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Client Services Consultant
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Lean Specialist
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Client Support Specialist
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Client Support Specialist
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Client Support Specialist
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Client Services Commercial Manager
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