Clerk: Il Client Services Administration

Gauteng, South Africa
Assupol
50 Current Jobs Openings
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Job Description


Main Outputs and Responsibilities for This Position1.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:
  • Validate clients personal information (TCF)
  • Update changes on the system (changes to debit order; or to PERSAL) (TCF)
  • Update changes to personal and contact details (TCF)
  • Update changes to beneficiaries (TCF)
  • Make notes on the system (TCF)
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-Process the cancellationMake notes on the system4.Re-in state policies:
  • Validate clients personal information (TCF)
  • Check policy type (TCF)
  • Refer to new business for medical if there is life cover and waivers (TCF)
  • Process re-instatement if it is within the allowed period (TCF)
  • Make notes on the system (TCF)
5.Process cessions:
  • Validate clients personal information (TCF)
  • Note cession according to the bank request (TCF)
  • Inform the bank and the client in writing (TCF)
  • Make notes on the system (TCF)
6.Validate client correspondence:
  • Verify correctness of client information (TCF)
  • Attend to incoming documents
Formal Education:
  • Matric
Technical/Legal Certification :
  • RE 5 (Advantage)
  • 60 or 120 credits on NQF level 5 Wealth Management (Advantage)
Experience:
  • 2 Years experience in client services administration.

Assupol

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Job Detail

  • Job Id
    JD1349121
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Gauteng, South Africa
  • Education
    Not mentioned
 
 
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