Job Summary
Deliver day-to-day knowledge work, in order to execute predefined objectives as per agreed standard operating procedures (SOPs).
Job Description
Managing Daily Operational Requirements: Receive calls from clients requesting policy changes, enquiries and information to the clients existing policies and ensure that amendments are made on the system as requested by clients. | Handle Clients Complaints and Compliance: Offer clients information regarding processes, procedures and compliance in accordance to the FAIS Act and ensure that all processes, procedures and compliance policies are adhered to at all times. | Maintain Quality Standards: Meet the required quality standards as set out in the quality assurance guidelines by meeting the agreed target, by obtaining the correct information from clients to generate the correct premium. | Maintain Client Experience: Offer client excellent client service and assist them efficiently by sending relevant documentation and attending to any queries or related issues they may have as and when required and ensure that we do not lose but retain our client base. FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service): FSCA-Approved Qualification Regulatory Exam for Representatives (RE5) Experience As Per the FAIS Act Product Specific Training once Onboarded Class Of Business Training Continuous Professional Development Attest To Honesty, Integrity, and Good Standing
Education
Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)
End Date: March 19, 2026