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Mthatha, Eastern Cape
Permanent
R15000

Our client is seeking a CLIENT SERVICES ADMINISTRATOR to join their team in Mthatha / Umtata, Eastern Cape

 

Should you meet the above requirements, please email your CV to hilda@aaaa.co.za with copy of ID, qualifications and latest payslip

Responsibilities:

1. Render client services 
• Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries
• Update client personal details and AIMS notes
• Provide correct and accurate advice to clients on products and services 
• Inform clients and update changes to their policy 
• Liaise with relevant departments to gather information to resolve clients’ queries
• Maintain required business retention rate
• Handle all complaints and enquiries 
• Escalate complaints to Office Manager and Complaints Handling Officer 
• Follow complaints procedure 
• Handle all incoming calls and walk-in clients 

2. Administrate Claims 
• Verify claims documents as per standard procedure 
• Assist clients with the completion of claim forms
• Submit all claims received to Head office 
• Submit any outstanding documentation as per Head Office request 
• Keep claims register up to date 

3. Advise clients on cancelations 
• Advise the client of the process and disadvantages of cancelation 
• Retain the policy by proposing different options (loan, partial surrender paid up)
• Inform relevant Sales Manager of the intended cancelation for retention
• As per clients request follow the standard cancelation procedure 

4. Administrate demutualization process
• Capture client information 
• Inform clients of status of their shares 
• Update clients information on Aims systems 
• Register and forward to Head office 

5. Office Administration
• Manage mail and fax 
• Prepare statistical reports
• Assist with data capturing when required 
• Encourage clients to complete the survey 

6. Fit and Proper Requirements
• Adhere and comply to FSB board notice in terms of FAIS

7. Documentation and filing procedures
• Keep record systems up to date 
• File and keep documentation for a period as required by the legislation

Formal Education

Matric

Technical/Legal Certification

Recognised Qualification as per the FSB  RE 5 Registration as an Employee Representative (FSB)

Experience
• 2 Years’ Experience in the Insurance Industry; 
• 1 Year Client Services
• 1 Years’ experience in: Category A, B, C and retail benefits (Advantage)

Knowledge
• Legislation
• Insurance Products

 

Skills

• Communication
• Computer
• Telephone Etiquette
• Interpersonal Skills

Attributes
• Friendly
• Professional
• Empathy

Other Special Requirements
• Must be client orientated 

Salary: R15 000-00 ctc per month

EE: 

Closing Date: 17 February 2017

 

Posted 2024-05-15

Please provide ALL the information requested below, to submit your CV:

Your first name:

Your surname:

Your email address

Attach the files below

Files must be:

Smaller than 3 megabytes each Either MS Word, PDF, Jpeg images or text (txt) files Attach your CV:

Attach a copy of your ID:

Attach a recent payslip:
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