Bloemfontein, Free State
Temp
Temp Client Services Administrator (Insurance)
Location: Bloemfontein, Free State
Salary: R54 per hour
Our client in the Insurance industry is looking for a Temp Client Services Administrator.
Key responsibilities
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 (TCF) Inform clients and update changes to their policy (TCF) 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
Administrate loan requests
Collate all documents required for loan application e.g. positive identification of client Verify and ensure clients forms are completed correctly. Validate and pre-assess whether the client qualifies for a loan Make preliminary decision on the loan application and inform clients thereof Submit all required forms to Head Office for processing Update and make notes on system Follow up with Head office and update clients on application progress, outcome or until finalized Advise client on repayment terms of loan (TCF)
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
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 client’s request follow the standard cancelation procedure
Administrate demutualization process Capture client information Inform clients of status of their shares Update client’s information on Aims systems Register and forward to Head office
Office Administration Manage mail and fax Prepare statistical reports Assist with data capturing when required Encourage clients to complete the survey
Fit and Proper Requirements Adhere and comply to FSB board notice in terms of FAIS
Documentation and filing procedures Keep record systems up to date File and keep documentation for a period as required by the legislation
Requirements
Recognized 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 (Advantage) Matric
Send your CV and latest pay slip to hilda@aaaa.co.za
ATripleA Recruitment and Temps
www.aaaa.co.za
Posted 2023-07-13
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