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Job Details
Client Services Administrator (Insurance) - KZN |
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Location: Mtubatuba, KZN | 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: Mtubatuba, KZN

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

 

 

 

Requirements           

                               

  • 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 hilda@aaaa.co.za

ATripleA Recruitment and Temps

www.aaaa.co.za

 


  
 
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