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Office Administrator (Insurance) |
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Location: Bethlehem, Free State. | Salary / Range: R15000 | Posted On: May 16, 2017
Key Skills :
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Qualification :
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Job Function : Permanent
Vacancy :
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Position: Permanent
Job Description:

Our client in the Insurance industry is seeking OFFICE ADMINISTRATOR to join their team in Bethlehem, Free State.


Should you meet the above requirements, please email your CV to  - Copy of ID, qualifications and latest payslip

Job Description:

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 (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 

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 
• Communicate with office manage with regards to office logistics 

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

7. Process and administrate application forms
• Check and validate application forms for quality control
• Follow the capturing procedure 
• Send incomplete applications back to Office Managers
• Process application form on system 
• Follow up on outstanding documentation with Office Manager
• Liaise with New Business department on outstanding and provide feedback to Office Managers
• Email scanned successful application forms to New business department
• Capture a minimum of required policies per day

8. Send captured application forms to Head Office for archiving 
• Register successful applications 
• Send the original application form for tick off process
• Follow up on all outstanding requirements from tick off 


  1. Matric


Technical/Legal Certification

  1. Recognised Qualification as per the FSB 
  2. RE 5
  3. Registration as an Employee Representative (FSB)



  1.  2 Years’ Experience in the Insurance Industry; 
  2.  1 Year Client Services
  3.  1 years’ experience in data capturing
  4.  1 Years’ experience in: Category A, B, C and retail pension benefits (Advantage) 

Salary: R15 000-00 ctc per month

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