Assupol Life is Recruiting for Office Administrator
Assupol Life Ltd is currently recruiting for an Office Administrator, to be based in Welkom, Free State.
Location: Welkom, Free State
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 (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
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 clients 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
- Communicate with office manager regarding office logistics
Documentation and filing procedures
- Keep record systems up to date
- File and keep documentation for a period as required by legislation
Process and administrate application forms
- Check and validate application forms for quality control
- Follow the capturing procedure
- Send incomplete applications back to Office Managers
- Process application form on system
- Follow up on outstanding documentation with Office Manager
- Liaise with New Business department on outstanding and provide feedback to Office Managers
- Email scanned successful application forms to New business department
- Capture a minimum of required policies per day
Send captured application forms to Head Office for archiving
- Register successful applications
- Send the original application form for tick off process
- Follow up on all outstanding requirements from tick off
Minimum Requirements
Formal Education: Matric
Technical/Legal Certification:
- Recognized Qualification as per the FSB
- RE 5
- Registration as an Employee Representative (FSB)
Experience:
- 2 Years’ Experience in the Insurance Industry
- 1 Year Client Services
- 1 Year experience in data capturing
- 1 Year experience in: Category A, B, C and retail pension benefits
Closing date: Ongoing
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