<< Back to Careers Client Services Administrator (Long term insurance)

Mitchell's Plain
Permanent
R16000

Client Services Administrator_Long term insurance

Location: Mitchell’s Plain

Salary: R16 000 p.m

 

Our client in the long term insurance industry is looking for a competent Client Services Administrator to provide professional first line support to clients and sales support.

 

Specifications:

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

 

 

Requirements:

·         Matric

·         Recognised Qualification as per the FSB

·         RE 5

·         Registration as an Employee Representative (FSB)

·         2 Years’ Experience in the Insurance Industry;

·         1 Year Client Services

·         1 Years’ experience in: Category A, B, C and retail benefits

 

Send your CV and latest pay slip to hilda@aaaa.co.za

AtripleA Recruitment and Temps

www.aaaa.co.za

 

Posted 2024-05-15

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