Senior Clerk: Business Retention
Gauteng, South Africa
Job Description
To conserve business (Arrear premiums)
- Contact clients with arrears premiums
- Inform client about the status of their policies
- Persuade client to make a payment or make a payment method change
- Explain payment options to client
- Provide banking details and reference number for payment
- Check system to see if premium has been received
- If premium has not been received, follow up with clien
- Advise clients on the consequences of non-payments of premiums
- Inform client that their policy has lapsed
- Convince the client to re-instate the policy
- Request all the necessary documents to re-instate the policy
- Change payment method
- Send documents for scanning
- Matric
- Registration as an Employee Representative (FSCA)
- Relevant Qualification as per the FSCA Board Notice (Depending on date of appointment in the industry)
- Regulatory Examination Level 1: Representatives (RE5)
- Class of Business: Long Term Insurance & Investment
- Updated CPD points.
- Experience in the Insurance Industry (advantage)
- 2 Year Client Services
- 2 Year Experience in Business Retention
- Understand Insurance Products
- Category A, B1, B2, C and Retail Benefits (Advantage)
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Job Detail
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Job IdJD1316221
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationGauteng, South Africa
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EducationNot mentioned