Client Services Administrator (Long term insurance)
Location: Mitchell's Plain
Type: Permanent
Salary: R16000
Our client in the long term insurance industry is looking for a competent Client Services Administrator to provide professional first line support to clients and sales support.
Responsibilities:
- 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.
- 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.
- Advise clients on cancellations:
- Advise the client of the process and disadvantages of cancellation.
- Retain the policy by proposing different options (loan, partial surrender paid up).
- Inform relevant Sales Manager of the intended cancellation for retention.
- As per client’s request, follow the standard cancellation procedure.
- Capture client information.
- Inform clients of status of their shares.
- Update clients information on AIMS systems.
- Register and forward to Head office.
- Office Administration:
- Manage mail and fax.
- Prepare statistical reports.
- Assist with data capturing when required.
- Encourage clients to complete the survey.
- Fit and Proper Requirements:
- Adhere and comply to FSB board notice in terms of FAIS.
- Documentation and filing procedures:
- Keep record systems up to date.
- File and keep documentation for a period as required by the legislation.
Requirements:
- Recognised Qualification as per the FSB.
- Registration as an Employee Representative (FSB).
- 2 Years’ Experience in the Insurance Industry.
- 1 Years’ experience in: Category A, B, C and retail benefits.
Please provide ALL the information requested below, to submit your CV:
Your first name:
Your surname:
Your email address:
Attach the files below
Files must be:
- Smaller than 3 megabytes each
- Either MS Word, PDF, Jpeg images or text (txt) files
Attach your CV:
Attach a copy of your ID:
Attach a recent payslip:
I agree that AtripleA Recruitment & Temps may collect my personal information as submitted, and make use of this information as set out in the Privacy Policy.
#J-18808-Ljbffr