Job Title: Clerk \u2013 IL Client Services Administration Client: Assupol Life Reference #: SC Contract Type: Permanent Salary: Market Related Location: Pretoria, Gauteng, South Africa Introduction: To ensure effective client services administration Job Functions: Administration Industries: Insurance Specification 1.Attend to client queries \u2022Confirm 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 \u2022Validate clients personal information (TCF) \u2022Update changes on the system (changes to debit order; or to PERSAL) (TCF) \u2022Update changes to personal and contact details (TCF) \u2022Update changes to beneficiaries (TCF) \u2022Make notes on the system (TCF) 3.Process cancellations \u2022Validate client personal information (TCF) \u2022Retirement: (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 \u2022Surrender (TCF) -Check values on the system -Cancel the policy -Submit documents to Supervisor for payment \u2022Single 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 \u2022Policies without values -Process the cancellation \u2022Make notes on the system 4.Re-in state policies \u2022Validate clients personal information (TCF) \u2022Check policy type (TCF) \u2022Refer to new business for medical if there is life cover and waivers (TCF) \u2022Process re-instatement if it is within the allowed period (TCF) \u2022Make notes on the system (TCF) 5.Process cessions \u2022Validate clients personal information (TCF) \u2022Note cession according to the bank request (TCF) \u2022Inform the bank and the client in writing (TCF) \u2022Make notes on the system (TCF) 6.Validate client correspondence \u2022Verify correctness of client information (TCF) \u2022Attend to incoming documents Requirements<\/p>\n
FORMAL EDUCATION \u2022 Matric \uf071 TECHNICAL\/LEGAL CERTIFICATION \u2022 RE 5 (Advantage) \u2022 60 or 120 credits on NQF level 5 Wealth Management (Advantage)EXPERIENCE \u2022 2 Years\u2019 experience in client services administration APPLY<\/p>\n","protected":false},"excerpt":{"rendered":"
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