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 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 clients request follow the standard cancelation procedure 4.
Administrate demutualization process - Capture client information - Inform clients of status of their shares - Update clients 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 Qualifications: - Matric Technical/Legal Certification - Recognised Qualification as per the FSCA (Advantage) - RE 5 - Registration as an Employee Representative (FSCA) - CPD - COB (Depending on DOFA) Experience - 2 Years Experience in the Insurance Industry; - 1 Year Client Services - 1 Years experience in: Category A, B, C and retail benefits (Advantage)