Senior Clerk: IL Client Services Liaison
- Employer
- Assupol Life Ltd.
- Location
- Menlyn Menlyn Pretoria, South Africa
- Salary
- Competitive
- Closing date
- Nov 15, 2024
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- Job Role
- Accounts Payable
- Sector
- Finance
- Contract Type
- Permanent
- Hours
- Full Time
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Main Outputs and Responsibilities for This Position:
1. Provide advice to clients
2. Advise clients on cancelations
3. Advise clients on changes to policy
4. Fit and Proper Requirements
Adhere and comply to FSB board notice in terms of FAIS
1. 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
2. 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)
3. 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
4. Fit and Proper Requirements
Adhere and comply to FSB board notice in terms of FAIS
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