Insurance Service Agent - Bryanston, South Africa - CareerfinderZA

CareerfinderZA
CareerfinderZA
Verified Company
Bryanston, South Africa

1 week ago

Thabo Mthembu

Posted by:

Thabo Mthembu

beBee Recruiter
Description

Key Performance Area:


  • 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 inquiries
  • Advise the client of the process and disadvantages of cancellation
  • Retain the policy by proposing different options (loan, partial surrender paid up)
  • As per clients request follow the standard cancellation procedure (Refund if applicable)
  • Verify the positive identification of the client
  • Check policy details and status
  • Advise client if request can be processed
  • Makes notes on the system
  • Send documents to back off for processing
  • Follow up with backoffice if changes to policy and been processed and provide feedback to client

Minimum Requirements:


  • Matric
  • Registration as an Employee Representative (FSCA)
  • Relevant Qualification as per the FSCA Board Notice (Depending on the date of appointment in the industry) (Advantage)
  • Regulatory Examination Level 1: Representatives (RE5)
  • Class of Business: Long-Term Insurance & Investment
  • CPD
  • 2 Years' Experience in the Insurance Industry;
  • 1 Year Client Services
  • Category A, B1, B2, C and Retail Benefits (Advantage)
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