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Job Details
Client Services Administrator (Insurance) - Limpopo |
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Location: Jane Furse, Limpopo | Salary / Range: R17 200 | Posted On: Jul 24, 2018
Key Skills :
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Qualification :
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Job Function : Permanent
Vacancy :
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Position: Permanent
Job Description:


Location: Jane Furse, Limpopo

Salary: R17 200 p.m.


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


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
  • 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


  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






  • Formal Education
  • Matric
  • 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)




Send your CV and latest pay slip to

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