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.
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