Administrator: Il Client Services Liaison
2 days ago
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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