Client Services Administrator (Insurance) - Sasolburg

 

Location: Sasolburg, Free State

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

 

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 client’s request follow the standard cancelation procedure

 

4. 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

 

 

 

 

 

 

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

 

 

 

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