Senior Clerk: Business Retentions

3 months ago


Menlyn Park, South Africa Assupol Full time

Description

**To Conserve Business (Arrear Premiums)**
- Contact clients with premium arrears
- Inform clients about RPAR and Cancellation received (Freshdesk)
- Persuade client not to cancel the policy
- Inform client to accept Debi Check
- Explain Payment method and Update Details
- Capturing and Processing Refunds
- Provide Bank Details and reference number for Cash Payments
- Call Persal Retired/Resigned Clients to provide new Bank Details.

**Conserve Business ( Policy Continuation and CSO**)
- Inform client that Policy will be changed to Single Plan
- Change Payment Method
- Notify the client about worksite feedback.

**Requirements**:
**Formal Education**
- Matric

**Technical /Legal Certification**
- Registration as an Employee Representative (FSCA)
- Relevant Qualification as per the FSCA Board Notice (Depending on Date of Appointment in the industry)
- Regulatory Examination Level1 Representative (RE5)
- Class Of Business: Long Term Insurance& Investment
- Updated CPD Points.

**Experience**
- Experience in the Insurance Industry (Advantage)
- 2 Years Client Services
- 2 Years Experience in Business Retentions
- Understand Insurance Products
- Category A, B1,B2,C and Retail Benefits (Advantage)

Work Level

Skilled

Job Type

Permanent

Salary

Market Related

EE Position

No

Location

Menlyn



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