JOB TITLE: Client Service Manager AREA: Waterkloof Pretoria INDUSTRY: Insurance Salary / CTC: R 16 000 – R 18 000 depending on experience and current earnings Report to: Broker Job Summary: Our Client is seeking a dynamic individual to join the team as an Client Service Manager. The Client Service manager for the Insurance Broker provides vital support to the insurance brokerage office by handling administrative and clerical tasks. This role ensures the smooth operation of the office, allowing insurance brokers to focus on client relationships and sales. The ideal candidate is organised, detail-oriented, and possesses strong communication skills.
Key Responsibilities New business Applications: Create on Sanfin: client info and tasksInfo gathering (ID's, bank detail, address etc)Application form preparation and esignSubmit for NUBInfo gathering and distribution of medical requirementsEnsure requirements are receivedApplication issuingAlterations: Info gathering (ID's, bank detail, address etc)Application form preparation and esignSubmit for NUBInfo gathering and distribution of medical requirementsEnsure requirements are receivedApplication issuingSection 14 Transfers / Pension Transfers Info gathering and submission of applicationsEnsure transfers are finalisedLiving Benefits and Death Claims: Obtain requirements from clientFollow up on claim progressEnsure finalisationSanlam Trust Assist with registration of deceased estatesRequirement submission, feedback to beneficiaries of progress and finalisationClient service (together with Personal Assistant): Any client queries or issuesContact detail changesBeneficiary / Nominee changesDebit order changesPremium HolidayPremium warningsTax certificatesDistribution and monitoring of Personal Assistant's duties Monthly target: Ensure efficient and timely progress to obtain monthly target Required Skills and Qualifications Educational Background: Matric and a business administration diploma would be beneficialExperience: Prior experience in a Client Service consultant / leader / administrative role, preferably within the insurance or financial services industry.Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Sanfin and familiarity with office management software.Communication Skills: Excellent verbal and written communication skills, with a professional and courteous demeanour.Organisational Skills: Strong organisational skills with the ability to multitask and manage time effectively, work well under pressure.Attention to Detail: Keen attention to detail to ensure accuracy in documentation and data entry.Problem-Solving Abilities: Ability to think critically and solve problems independently.Team Player: Ability to work well within a team and support colleagues as needed.Language Proficiency: Proficient in Afrikaans and EnglishPreferred Skills and Qualifications Insurance Knowledge: Basic understanding of insurance products and services.Customer Service Experience: Experience in a customer-facing role, with a focus on client satisfaction.
