• Provide Advice to clients • Verify positive identification of the client • Provide accurate regarding products such as monthly premiums, beneficiaries and payments (School fund, Loans, Life Assured on policy) • Administrate Loan requests • Verify that’s clients applications are completed in full and accurately • Validate and pre – assess whether the client qualifies for a loan • Make preliminary decision on the loan application and inform the client therefore • Update and make notes on the system • Advise clients on cancelation process and its disadvantages • Retaining the policy by proposing different option • Assisting client with claim request (Death claim, Tax free savings, School fund providers, Cash Back and refunds. • Validating all documents to ensure that the correct documents are submitted • Advise client on the claim amount • Inform client regarding claim payment turnaround time • Send all documents to claims assessors • Making constant follow ups • Handling Admin pertaining to Cancellation request, Policy amendments, Reinstatements and Share Price Enquiries • Capturing amendments on clients profile • Handling refunds and advising on requirements to obtain refunds • Changing client banking details and payment dates • Handling different clients enquiries, following company processes and procedures when dealing with different queries, escalating queries that are not within mandate and following according to SLA • Going the extra mile to assist the client • Following up on clients claims