Specialist: Client Services Liaison
1 week ago
**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
- ** Advice clients on cancellation**:
- Advise the client of the process and disadvantages of cancellations
- Retain the policy by proposing different options (loan, partial surrender paid up)
- As per clients requests follow the standard Cancellation procedure (Refund if applicable)
- ** Advice clients on changes to policy**:
- Verify the positive identification of the client.
- Check policy details and status
- Advise client if request can be processed.
- Make notes on the system
- Send documents to back off the processing 'Follow up with back office if changes to policy and been processed and provide feedback to clients
- Fit and Proper Requirements
- Adhere and comply to FSB board notice in terms of FAIS
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