Clerk: Retention Services Job Vacancy at Assupol Life in South Africa, Kestrel

Job Title:CLERK: RETENTION SERVICES
Education
Grade 12
Location
South Africa
Category
Customer Service
Effective Date of Appointment
2012-06-01
Job Type
Permanent
Job Description
Main Purpose
To ensure the effective retention of insurance policies.

Duties & Responsibilities:

Business retention:
• Follow-up on cancellations to retain policies
• Provide feedback to Section Leader
• Update system
• Attain retention targets as agreed

Client enquiries
• Attend to enquiries and requests for cancellation of policies & broker appointments
• Use skills to retain active and cancelled policies – i.e. conduct phone based quotations, cover adjustments etc.

Client liaison
• Build strong professional relationships with customers
• Edit letters to clients & forward to accredited advisor for approval & signature
• Compile correspondence to clients

Client service administration
• Maintains customer records
• Update general personal, contact & risk details
• Change addresses
• Update payment methods
• Complete internal correspondence (work flow)
• Prevent duplicate policies
• Process reinstatements
• Process cancellations
• Provide policy information
• Process policy amendments

Compliance
• Liaise with Manager & Section Leader regarding procedures
• Assist with policies, procedures & systems
• Administer own FAIS documentation

# of Hires Needed
1
Job Requirements
Knowledge & Experience:

Grade 12 – high language proficiency (multi-lingualism an advantage)

1 year experience in administration/sales

NQF credits min 30 level 4 (Requires authorization to provide advice to clients)

Regulatory Examination (RE5)

Client Services Administration - 1 year

Client service - 1 year

Sales - 1 year

Person attributes required by job:
Attention to detail
People centric
Strong customer service

Division
Kestrel
To Apply:
https://assupol.hua.hrsmart.com/ats/js_job_details.php?reqid=75
Deadline:31st May 2012