Senior Clerk
| Location | Herare, Zimbabwe |
| Date Posted | March 18, 2020 |
| Category |
Data Entry
|
| Job Type |
Full-time
|
| Currency | ZWD |
Description
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, life assured on policy)
• Make notes on the system
Advise clients on cancellations
• Advise the client of the process and disadvantages of cancellation
• Retain the policy by proposing different options (loan, partial surrender paid up)
• As per clients request follow the standard cancellation procedure (Refund if applicable)
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
Fit and Proper Requirements
• Adhere and comply to FSCA board notice in terms of FAIS
Requirements
Formal Education
• Matric
Technical/Legal Certification
• Registration as an Employee Representative (FSCA)
•Relevant Qualification as per the FSCA Board Notice (Depending on date of appointment in the industry) (Advantage)
•Regulatory Examination Level 1: Representatives (RE5)
•Class of Business: Long-Term Insurance & Investment
•CPD
Experience
• 2 Years’ Experience in the Insurance Industry;
• 1 Year Client Services
• Category A, B1, B2, C and Retail Benefits (Advantage)
Knowledge
• Legislation
• Insurance Products
Skills
• Communication
• Computer
• Telephone Etiquette
• Interpersonal Skills
Attributes
• Friendly
• Professional
• Empathy