5 Best assupol life ltd. jobs in menlyn park, gauteng (Hiring Now!)

Clerk: IL Client Services Administration
Assupol Life Ltd. —Menlyn Park, Gauteng
60 or 120 credits on NQF level 5 Wealth Management (Advantage). 2 Years’ experience in client services administration. 4.Re-in state policies:
9d
Administrator: IT Support
Assupol Life Ltd. —Menlyn Park, Gauteng
Processing of purchase orders and invoices. Assist in collecting monthly management data. Provide secretarial and administrative duties.
11d
Specialist: Learning Facilitator
Assupol Life Ltd. —Menlyn Park, Gauteng
Assessor scope with INSETA will be an advantage – this means the job incumbent must have industry experience and a relevant qualification e.g. Wealth Management…
3d
Specialist: Group Schemes
Assupol Life Ltd. —Menlyn Park, Gauteng
Regulatory Examination Level 5: Representatives. Generate new business (TCF). Identify new groups and clients. Close the deal with client.
2d
Manager: Business Retention and Digital Platforms
Assupol Life Ltd. —Menlyn Park, Gauteng
Implement corrective actions to prevent future DebiCheck rejections, including reviewing and adjusting processes, enhancing client communication, and ensuring…

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Clerk: IL Client Services Administration

Assupol Life Ltd. - Menlyn Park, Gauteng

Full-time 9 days ago

Main Outputs and Responsibilities for This Position

1.Attend to client queries:

Confirm documents have been received for loan applications; amendments; changes to beneficiaries; noting of cessions; payment method change; broker notes or cancellation enquiries (TCF)

2.Process changes to payment methods; personal and contact details and beneficiaries:

3.Process cancellations:

Validate client personal information (TCF)
Retirement: (TCF)
- Check values on the system
- Process the cancellation and refer to the Actuarial department
- Suspend premium payment
- Process payment if value is less than minimum required by SARS
- Activate paid up status if the value exceeds the minimum required by SARS
- Inform the client and make notes on the system
Surrender (TCF)
- Check values on the system
- Cancel the policy
- Submit documents to Supervisor for payment
Single Premium (TCF)
- Check if there was any partial surrender within the first 5 years
- Inform the client the request cannot be processed if there was a partial surrender
- Process request and submit for payment if there was no partial surrender
Policies without values

Make notes on the system

4.Re-in state policies:

5.Process cessions:

6.Validate client correspondence:

Formal Education:

Technical/Legal Certification :

Experience: