Senior Clerk: IL Client Services Liaison (Insurance)

Senior Clerk: IL Client Services Liaison (Insurance)

Location: Menlo Park, Gauteng South Africa

Salary: R15 600 - R18 000 p.m.

Our client in the Insurance industry is looking for a Senior Clerk: IL Client Services Liaison to provide professional first line support to clients.

Key responsibilities

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
2. Advise clients on cancelations
   • Advise the client of the process and disadvantages of cancelation
   • Retain the policy by proposing different options (loan, partial surrender paid up)
   • As per client's request follow the standard cancellatio...