Department Head: Client Services
22 hours ago
Monitor financial and administrative tasks such as cash collection, daily reconciliation and banking
- Managing all aspects of personnel management and -administration such as time management, training and development, employee relations, performance management and wellness of subordinates
- Ensure customer’s policy requests and related transactions are dealt with in accordance with policy and procedures
- Adhere to all regulatory requirements such as FSCA, Data Protection Act, Money Laundering regulations, TCF and the Group’s policies and procedures
- Liaison with peers, seniors and policy holders
- Monitor Que-Management and Net Promoter Score
- Ensure effective system maintenance and reporting any discrepancies
- Giving feedback on all production activities
- Identify and assess possible and potential risks and implement corrective measures
- Report on risk, FICA and ASISA
- Analyze and compile statistics in terms of New Business, Claims, Premium Administration, Policy Services, Debtors, Marketing, Group Schemes and Funeral Services
- Grade 12
- A suitable industry entry qualification within the requirements of the Financial Services Board
- Comply with FAIS legislation for registration as Fit and Proper individuals:
- Applications who entered the industry as follows: From years 2004 - 2007 requires 30 credits on NQF 4 obtained by 31 December 2009
- From years 2008 - 2009 requires 30 credits or 60 credits on NQF 4 obtained by 31 December 2011 or full FAIS recognised qualification obtained by 31 December 2013
- All those appointed in the industry from the year 2010 onward require a full FAIS recognized qualification
- Clear ITC
- Clear criminal record
- RE 5 certificate
- RE 1 certificate will be an added advantage
- Knowledge and management experience in Life Assurance industry, preferably in a Client Service/Policy
maintenance environment of at least five (5) years
- Management of a team
- Experience in and knowledge of client service environment and policy services of at least one (1) year
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