Job Description

We are seeking a skilled and experienced individual to oversee the client services in the Cape Town, to lead and guide the team in ensuring the effective functioning of the Client Services.
You will be working for a company that is over 100 years old with strong values. In return for your services, you will be paid a competitive remuneration package. You will be working for an organisation that values employee development and rewards excellent performance.
Key Responsibilities:

• Monitor financial and administrative tasks such as cash collection, daily reconciliation and banking
• Managing all aspects of personnel management and -administration such as time management, training and development, employee relations, performance management and wellness of subordinates
• Ensure customer's policy requests and related transactions are dealt with in accordance with policy and procedures
• Adhere to all regulatory requirements such as FSCA, Data Protection Act, Money Laundering regulations, TCF and the Group's policies and procedures
• Liaison with peers, seniors and policy holders
• Monitor Que-Management and Net Promoter Score
• Ensure effective system maintenance and reporting any discrepancies
• Giving feedback on all production activities
• Identify and assess possible and potential risks and implement corrective measures
• Report on risk, FICA and ASISA
• Analyze and compile statistics in terms of New Business, Claims, Premium Administration, Policy Services, Debtors, Marketing, Group Schemes and Funeral Services

• Grade 12
• A suitable industry entry qualification within the requirements of the Financial Services Board
• Comply with FAIS legislation for registration as Fit and Proper individuals:
• Applications who entered the industry as follows:

From years 2004 - 2007 requires 30 credits on NQF 4 obtained by 31 December 2009
From years 2008 -2009 require 30 credits or 60 credits on NQF 4 obtained by 31 December 2011 or full FAIS recognised qualification obtained by 31 December 2013
All those appointed in the industry from the year 2010 onwards require a full FAIS recognized qualification
Clear ITC
Clear criminal record
RE 5 certificate
RE 1 certificate will be an added advantage

Skills Required