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 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 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 cancellation procedure (Refund if applicable) Advise clients on changes to policy Verify the positive identification of the client Check policy deta...