Temp Client Services Administrator (Insurance)

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

 

2. 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)

 

3. 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

 

4. 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 

 

 

 

 

5. 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

 

6. Office Administration

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

 

7. Fit and Proper Requirements

• Adhere and comply to FSB board notice in terms of FAIS

 

8. 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