Senior Clerk: Business Retentions (Menlyn) at Assupol

Description
To Conserve Business (Arrear Premiums)

• Contact clients with premium arrears
• Inform clients about RPAR and Cancellation received (Freshdesk)
• Persuade client not to cancel the policy
• Inform client to accept Debi Check
• Explain Payment method and Update Details
• Capturing and Processing Refunds
• Provide Bank Details and reference number for Cash Payments
• Call Persal Retired/Resigned Clients to provide new Bank Details.

Conserve Business ( Policy Continuation and CSO)

• Inform client that Policy will be changed to Single Plan
• Change Payment Method
• Notify the client about worksite feedback.

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)
• Regulatory Examination Level1 Representative (RE5)
• Class Of Business: Long Term Insurance& Investment
• Updated CPD Points.

Experience

• Experience in the Insurance Industry (Advantage)
• 2 Years Client Services
• 2 Years Experience in Business Retentions
• Understand Insurance Products
• Category A, B1,B2,C and Retail Benefits (Advantage)