Client Liaison Officer

7 days ago


Cape Town, Western Cape, South Africa Securitas™ Financial Group Full time

A prominent financial services provider in Somerset West, Western Cape, has an exciting opportunity for a Client Liaison Officer – Health Insurance Specialist. This permanent position offers a market-related salary structure and opportunities for career growth.

About the Company:

Our client is a reputable financial services provider with a strong presence in the Western Cape.

About the Role:
  • Provide exceptional customer care and service delivery to clients and stakeholders.
  • Manage parastatal client accounts, utilizing expertise in financial compliance and medical aid products.
  • Develop and maintain strong relationships with clients and stakeholders.
Requirements:
  • Minimum matric, with a tertiary qualification advantageous.
  • Minimum RE5 certification and NQF level 5 qualification essential to the role.
  • Applicable Class of Business certification in health and medical aid products and relevant disciplines as per the FSCA.
  • Valid CMS certificate.
  • At least 5 years' experience in the financial services/wealth management industry.
  • Strong knowledge of employee benefits, including medical aid products, hospital plans, medical insurance, pension funds, group life plans, and employee benefits in general.
  • Excellent interpersonal skills, well-presented and professional.
  • Familiarity with MS Office, particularly report writing.


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