Senior Clerk: IL Client Services Liaison

at  Assupol Life Ltd

Menlyn Park, Gauteng, South Africa -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate07 Jul, 2024Not Specified08 Apr, 20241 year(s) or aboveB2,Client Services,C,B1NoNo
Add to Wishlist Apply All Jobs
Required Visa Status:
CitizenGC
US CitizenStudent Visa
H1BCPT
OPTH4 Spouse of H1B
GC Green Card
Employment Type:
Full TimePart Time
PermanentIndependent - 1099
Contract – W2C2H Independent
C2H W2Contract – Corp 2 Corp
Contract to Hire – Corp 2 Corp

Description:

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

4. FIT AND PROPER REQUIREMENTS

Adhere and comply to FSB board notice in terms of FAIS

FORMAL EDUCATION:

  • Matric

EXPERIENCE:

  • 2 Years’ Experience in the Insurance Industry;
  • 1 Year Client Services
  • Category A, B1, B2, C and Retail Benefits (Advantage)

Responsibilities:

REQUIREMENT SUMMARY

Min:1.0Max:2.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Administration

Graduate

Proficient

1

Menlyn Park, Gauteng, South Africa