Location: Free StatePosition: Temp Client Services AdministratorSalary: 9720-14580Our client in the Insurance industry is looking for a Temp Client Services Administrator.Key ResponsibilitiesRender client servicesAdhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiriesUpdate client personal details and AIMS notesProvide 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' queriesMaintain required business retention rateHandle all complaints and enquiriesEscalate complaints to Office Manager and Complaints Handling OfficerFollow complaints procedureHandle all incoming calls and walk-in clientsCollate all documents required for loan application e.g. positive identification of clientVerify and ensure clients forms are completed correctlyValidate and pre-assess whether the client qualifies for a loanMake preliminary decision on the loan application and inform clients thereofSubmit all required forms to Head Office for processingUpdate and make notes on systemFollow up with Head office and update clients on application progress, outcome or until finalizedAdvise client on repayment terms of loan (TCF)Administrate ClaimsVerify claims documents as per standard procedureAssist clients with the completion of claim formsSubmit all claims received to Head officeSubmit any outstanding documentation as per Head Office requestKeep claims register up to dateAdvise clients on cancellationsAdvise the client of the process and disadvantages of cancellationRetain the policy by proposing different options (loan, partial surrender paid up)Inform relevant Sales Manager of the intended cancellation for retentionAs per client's request follow the standard cancellation procedureCapture client informationInform clients of status of their sharesUpdate client's information on Aims systemsRegister and forward to Head officeOffice AdministrationManage mail and faxPrepare statistical reportsAssist with data capturing when requiredEncourage clients to complete the surveyFit and Proper RequirementsAdhere and comply to FSB board notice in terms of FAISDocumentation and filing proceduresKeep record systems up to dateFile and keep documentation for a period as required by the legislationRequirementsRecognized Qualification as per the FSBRegistration as an Employee Representative (FSB)2 Years' Experience in the Insurance Industry1 Years' experience in: Category A, B, C and retail benefits (Advantage)Send your CV and latest pay slip to ******: AtripleA Recruitment and TempsWebsite: www.aaaa.co.zaPosted: 2024-01-26
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