Description:
Provide advice to clients
Aid with demutualization enquiries Deliver correct/ accurate advice to customers on products; premiums (monthly); beneficiaries; payments (school fund, loans; life assured on policy; (TCF) Track on system/s Verify positive identification of client
Guide clients on cancelations
Policy retention by proposing diverse options (loan, partial surrender paid up) Inform customers of processes involved as well as disadvantage/s of cancelations Follow cancelation processes and procedure/s as per customer (Refund if applicable)
Advise clients on changes to policy
Update system notes - documentation to back office for processing Check policy details/ status, inform client if request can be processed Follow up with back office if changes to policy have been processed and provide feedback to client Authenticate positive identification of client
Fit and Proper Requirements
Comply and adhere to FSB board notice in terms of FAIS 10Requirements.
Matric
Technical/ legal certification
Registration as an Employee Representative (FSB) Relevant Qualification as per the FSB Board Notice (Depending on date of appointment in the industry) Regulatory Examination Level 1: Representatives (RE5)
Experience
2 Years’ Experience in the Insurance Industry 1 Year Client Services Category A, B1, B2, C and Retail Benefits (Advantage)
COMPETENCIES
Knowledge: Competency Description
Legislation: FAIS; FICA; NCA
Insurance Products Category: A; B & C
Skills: Competency Description
Communication English
Computer Excel
Telephone Etiquette
Interpersonal Skills All levels
Attributes: Competency Description
Friendly
Professional
Empathy
07 Jan 2022;
from:
gumtree.co.za