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 clients2.
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 date3.
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 procedure4.
Administrate demutualization process- Capture client information- Inform clients of status of their shares- Update clients information on Aims systems- Register and forward to Head office5.
Office Administration- Manage mail and fax- Prepare statistical reports- Assist with data capturing when required- Encourage clients to complete the survey6.
Fit and Proper Requirements- Adhere and comply to FSB board notice in terms of FAIS7.
Documentation and filing procedures- Keep record systems up to date- File and keep documentation for a period as required by the legislationQualifications:- MatricTechnical/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)