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Senior Clerk: IL Client Services Liaison (Insurance)

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Senior Clerk: IL Client Services Liaison (Insurance)

Location: Menlo Park, Gauteng South Africa

Salary: R15 600 – R18 000 p.m.


Our client in the Insurance industry is looking for a Senior Clerk: IL Client Services Liaison to provide professional first line support to clients.


Key responsibilities


  1.  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, loans; life assured on policy;
    • (TCF)
    • Make notes on the system
    • Provide assistance on demutualization enquiries
  2.  Advise clients on cancelations
    • Advise the client of the process and disadvantages of cancelation
    • Retain the policy by proposing different options (loan, partial surrender paid up)
    • As per client’s request follow the standard cancelation procedure (Refund if applicable)
  3.  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


  1.  Fit and Proper Requirements
    • Adhere and comply to FSB board notice in terms of FAIS



  • Matric
  • Registration as an Employee Representative (FSB)
  • Relevant Qualification as per the FSB Board Notice (Depending on date of appointment in the industry)
  • Regulatory Examination Level 1: Representatives (RE5)
  • 2 Years’ Experience in the Insurance Industry;
  • 1 Year Client Services
  • Category A, B1, B2, C and Retail Benefits (Advantage)



Send your CV and latest pay slip to

AtripleA Recruitment and Temps


Posted 2018-08-09

Please provide ALL the information requested below, to submit your CV:

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  • Smaller than 3 megabytes each
  • Either MS Word, PDF, Jpeg images or text (txt) files