Senior Clerk: Il Client Services Liaison
2 weeks ago
**Title**
- Senior Clerk: IL Client Services Liaison
**Department**
- IL Client Services : Client Services Call centre
**Job Type**
- Permanent
**Work Level**
- Skilled
**EE Position**
- No
**Salary**
- Market Related
**Location**
- Gauteng - Menlyn
**Description**
**Main Outputs and Responsibilities for This Position**:
**1. 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
**2. Advise clients on cancelations**
- Advise the client of the process and disadvantages of cancelation
- Retain the policy by proposing different options (loan, partial surrender paid up)
- As per clients request follow the standard cancelation procedure (Refund if applicable)
**3. Advise clients on changes to policy**
- 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
**4. Fit and Proper Requirements**
Adhere and comply to FSB board notice in terms of FAIS
**Requirements**:
**Formal Education**:
- Matric
**Technical/Legal Certification**:
- 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)
**Experience**:
- 2 Years’ Experience in the Insurance Industry;
- 1 Year Client Services
- Category A, B1, B2, C and Retail Benefits (Advantage)
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