Administrator: Il Client Services Liaison

2 days ago


Menlyn Park, South Africa Assupol Full time

Description

**Main Outputs and Responsibilities for This Position**:
**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

**Administrate loan requests**
- Verify and ensure clients forms are completed correctly.
- Validate and pre-assess whether the client qualifies for a loan
- Update and make notes on system
- Submit all required forms to back office for processing
- Advise client on repayment terms of loan (TCF)

**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)

**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

**Collection of premiums**
- Receive and capture payment on system
- Payment reconciliation

**Fit and Proper Requirements**

Adhere and comply to FSB board notice in terms of FAIS

**Requirements**:
**Formal Education**:

- Matric
- 60 or 120 credits on NQF Level 5 Wealth Management (Depending on date of appointment in the industry)

**Technical/Legal Certification**:

- RE 5
- Registration as an Employee Representative (FSB)

**Experience**:

- 2 Years’ Experience in the Insurance Industry;
- 1 Year Client Services

Work Level

Junior

Job Type

Permanent

Salary

Market Related

EE Position

No

Location

Menlyn



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