Customer Service Representative
Finovate People
- Caledon, Western Cape
- R16,000-39,000 per month
- Permanent
- Full-time
- Facilitate the surrender of customer retirement annuities held with South African based insurance companies.
- Facilitate the surrender of all other customer held policies with South African based insurance companies.
- Facilitate the transfer of customer section 14 funds and/or Preservation fund solutions and/or transfer of pension to new retirement annuity.
- Obtain final values for financial products (e.g., policies).
- Identify and facilitate cancellation of cessions on customer policies and/or change of ownership.
- Administer paid-up policies.
- Handle communication with bank and/or insurer regarding cession cancellations and paid-up requests.
- Execute retirement claims, retirement investments and deferred pensions.
- iSupport Financial Planning and Investments specialist to institute new investment/s for customers.
- Support Financial Consultants (FC) to obtain customer specific information regarding the insurance and/or investment products they have in South Africa. Work collaboratively with Financial Consultants (FC) on all
- matters that will enable value to be realised for the customer and the company alike.
- Facilitate the FICA compliance requirements with the customer, identification, and verification of the client in
- terms of natural person as primary customer.
- Facilitate the opening of the relevant bank account for the customer and process on the Bidvest Bank API system
- Facilitate and obtain the required source of funds documentation from the customer
- Follow up and confirm on Bidvest Bank accounts to be funded
- Facilitate and obtain South African Reserve Bank approval as required
- Facilitate and obtain the required Tax Residency Certificate from the customer. The certificate of tax residency from the foreign revenue authority or a letter from the authority that indicated that the customer is regarded as a tax resident in that country is required by SARS to withdraw from a Retirement Annuity Fund.
- Minimum requirement: Grade 12 or equivalent.
- Tertiary qualification in Financial Services would be definite advantage.
- Exposure to and/or theoretical knowledge of FAIS and FICA legislation.
- Minimum two years experience in a reasonably complex process orientated environment, preferably within the Financial Services industry.
- Knowledge and experience with sales techniques/strategies to meet customer/business needs and objectives.
- Excellent communications skills, verbal & written (Afrikaans & English). Ability to write clearly, courteously, and professionally with excellent e-mail etiquette.
- Confident communication with clients.
- Ability to distil complex issues into succinct and easily understood language to convey key messages.
- Relationship management with various stakeholders (establish, develop, and maintain relationships)
- Strong interpersonal skills coupled within a resilient yet enthusiastic life disposition, including the ability to remain calm in dynamic situations and project with sunny poise and aura.
- Excellent collaboration skills to deliver cohesive outcomes.
- Excellent networking skills and the ability to interact confidently with stakeholders at different levels.
- Proven ability to be self-motivated and work autonomously, while also working successfully within a team.
- Proven organisational skills including the ability to prioritise work to ensure deadlines are consistently achieved.
- Strong attention to detail and follow through.
- High degree of initiative and motivation.
- Demonstrated inclusive, collaborative, and engaging approach; including the ability to consult, facilitate, negotiate, and influence a broad range of people at all levels in a medium sized corporate environment.
- An ability to work under pressure in a rapidly changing environment.
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