1.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 client
•Advise clients on the consequences of non-payments of premiums
2.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 (FSB)
•Relevant Qualification as per the FSB Board Notice (Depending on date of appointment in the industry)
•Regulatory Examination Level 1: Representatives (RE5)
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)
