Receive and assist walk-in clients with inquiries in line with the client services policy and procedure and/or refer to the relevant department
Utilize resources and obtain necessary knowledge and skills to handle and complete enquiries
Communicate entire processes and or delays and system problems to waiting clients
General claims, policy services and premium administrative duties relating to client’s policies
Handling of petty cash, collection of cash from clients for premium payments and refunds of premiums
Prepare cash for daily banking at the finance department
Referral of new business to the relevant consultant
Handle all fraud allegations and complaints
Monthly and weekly statistics report writing
General office duties
Requirements:
Grade 12
Category B FAIS accredited (140 Long Term Insurance Credits)
A suitable industry entry qualification within the requirements of the Financial Services Board
Comply with FAIS legislation for registration as Fit and Proper individuals:
Applications who entered the industry as follows:
From years 2004 – 2007 requires 30 credits on NQF 4 obtained by 31 December 2009
From years 2008 – 2009 requires 30 credits or 60 credits on NQF 4 obtained by 31 December 2011 or full FAIS recognised qualification obtained by 31 December 2013
All those appointed in the industry from the year 2010 onwards require a full FAIS recognized qualification
