Senior Clerk: IL Client Services Liaison

at  Assupol Life Ltd

Menlyn Park, Gauteng, South Africa -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate15 Feb, 2025Not Specified18 Nov, 20241 year(s) or aboveClient Services,B2,B1,CNoNo
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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