Description

• To conserve business (Arrear premiums)
• Contact clients with arrears premiums
• Inform client about the status of their policies
• Persuade client to make a payment or make a payment method change
• Explain payment options to client
• Provide banking details and reference number for payment
• Check system to see if premium has been received
• If premium has not been received, follow up with clien
• Advise clients on the consequences of non-payments of premiums
• Conserve business (Lapsed policies)
• Inform client that their policy has lapsed
• Convince the client to re-instate the policy
• Request all the necessary documents to re-instate the policy
• Change payment method
• Send documents for scanning

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 Level 1: Representatives (RE5)
• Class of Business: Long Term Insurance & Investment
• Updated CPD points.

Experience  

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