Credit Controller – Business Retentions
An independent registered Financial Services provider that specialises in offering a personalised, professional financial planning service is currently looking to hire a Credit Controller – Business Retentions
• Resolving issues & queries – Telephonic and written
• Collection of arrear contributions.
• Terminations & Cancellations. Informing clients of process and disadvantages of cancellation
• Premium reductions – Assisting clients with premium reductions where there is no other
• Retention of policies by proposing different options (Loan, partial surrender, paid up) Business Retention – Movements & Advisor Transfers
• Data capture & Loading notes onto Tasks – CRM Package
• Reconciling of corporate accounts – Group Schemes Changing clients personal information Tracing clients with invalid contact details
• 1 – 3 years exp in similar positions
• Relevant Accounting diploma
To apply for this position please could you visit and register your CV at www.smplacements.co.za and apply directly on line.
You can also Fax your CV through to 086 663 6866 or e-mail firstname.lastname@example.org