Senior Clerk: Business Retentions
at Assupol Life Ltd
Menlyn Park, Gauteng, South Africa -
| Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
|---|---|---|---|---|---|---|---|
| Immediate | 22 Dec, 2024 | Not Specified | 25 Sep, 2024 | 2 year(s) or above | Client Services | No | No |
Required Visa Status:
| Citizen | GC |
| US Citizen | Student Visa |
| H1B | CPT |
| OPT | H4 Spouse of H1B |
| GC Green Card |
Employment Type:
| Full Time | Part Time |
| Permanent | Independent - 1099 |
| Contract – W2 | C2H Independent |
| C2H W2 | Contract – Corp 2 Corp |
| Contract to Hire – Corp 2 Corp |
Description:
TO CONSERVE BUSINESS (ARREAR PREMIUMS)
- Contact clients with premium arrears
- Inform clients about RPAR and Cancellation received (Freshdesk)
- Persuade client not to cancel the policy
- Inform client to accept Debi Check
- Explain Payment method and Update Details
- Capturing and Processing Refunds
- Provide Bank Details and reference number for Cash Payments
- Call Persal Retired/Resigned Clients to provide new Bank Details.
Conserve Business ( Policy Continuation and CSO)
- Inform client that Policy will be changed to Single Plan
- Change Payment Method
- Notify the client about worksite feedback.
FORMAL EDUCATION
- Matric
EXPERIENCE
- Experience in the Insurance Industry (Advantage)
- 2 Years Client Services
- 2 Years Experience in Business Retentions
- Understand Insurance Products
- Category A, B1,B2,C and Retail Benefits (Advantage)
Responsibilities:
Please refer the Job description for details
REQUIREMENT SUMMARY
Min:2.0Max:7.0 year(s)
Banking/Mortgage
Banking / Insurance
Administration
Graduate
Proficient
1
Menlyn Park, Gauteng, South Africa
