Contact Us: (+27) 082 921 2439 ferdi@aaaa.co.za
Job Details
Temp Client Services Administrator (Insurance) |
Notice: Trying to get property of non-object in /home/aaaa/public_html/admin/add-job.php on line 201
Location: Bloemfontein, Free State | Posted On: Jul 23, 2018
Key Skills :
Notice: Trying to get property of non-object in /home/aaaa/public_html/admin/add-job.php on line 142
Qualification :
Notice: Trying to get property of non-object in /home/aaaa/public_html/admin/add-job.php on line 147
Job Function : Temp
Vacancy :
Notice: Trying to get property of non-object in /home/aaaa/public_html/admin/add-job.php on line 161
Position: Temp
Job Description:

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

 

  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

 

  1. 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)

 

  1. 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

 

  1. 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 

 

 

 

 

  1. 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

 

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

 

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

 

  1. 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

 


  
 
All Jobs
Engineering
Finance
Admin
IT
Other
Temps
 
Name:
Email:
 
 
Home
 
About Us
About Us
Meet the Team
Our Experience
 
Services
Temp Recruitment
Perm Recruitment
Headhunting
Criminal Checks
Value Add Services
Methodology
 
Why AAAA?
Clients
Candidates
 
Contact Us