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

Senior Clerk: IL Client Services Liaison
Assupol Life Ltd. —Menlyn Park, Gauteng
Follow up with back office if changes to policy and been processed and provide feedback to client. Provide correct and accurate advice to clients on products;…
1h
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:
12d
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…
6d
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.
5d
Senior Clerk: Business Retentions
Assupol Life Ltd. —Menlyn Park, Gauteng
Persuade client not to cancel the policy. Inform client to accept Debi Check. Explain Payment method and Update Details.
1d

I want to receive the latest job alert for assupol life ltd. in menlyn park, gauteng

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Senior Clerk: IL Client Services Liaison

Assupol Life Ltd. - Menlyn Park, Gauteng

Full-time 1 hour ago

Main Outputs and Responsibilities for This Position:

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 clients request follow the standard cancelation procedure (Refund if applicable)

3. Advise clients on changes to policy

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 back office if changes to policy and been processed and provide feedback to client

4. Fit and Proper Requirements

Adhere and comply to FSB board notice in terms of FAIS

Formal Education:

Technical/Legal Certification :

Registration as an Employee Representative (FSB)
Relevant Qualification as per the FSB Board Notice (Depending on date of appointment in the industry)
Regulatory Examination Level 1: Representatives (RE5)

Experience: