Job Summary
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 10
Requirements.
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
