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Client Services Administrator (Insurance) |
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Location: Mthatha, Eastern Cape | 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 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 with copy of ID, qualifications and latest payslip


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

  1. Matric

Technical/Legal Certification

  1. Recognised Qualification as per the FSB 
  2. RE 5
  3. 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)

• Legislation
• Insurance Products



• Communication
• Computer
• Telephone Etiquette
• Interpersonal Skills

• Friendly
• Professional
• Empathy

Other Special Requirements
• Must be client orientated 

Salary: R15 000-00 ctc per month


Closing Date: 17 February 2017


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