Client Service Administrator
3 days ago
To provide professional first line support to clients and sales support
1. Render client services
- Adhere to client service procedures: maturities, policy contracts, loan
- 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
-
Client Services Administrator
7 months ago
Johannesburg, South Africa Isilumko Staffing Full timeA top company in the insurance industry is seeking a Client Services Administrator to start in their Branch administration department in Rustenburg. **Purpose** To provide professional first line support to clients and sales support **Responsibilities** - Render client services: updating client personal details, inform clients and update changes to their...
-
Client Services Administrator
7 months ago
Johannesburg, South Africa Nedbank Full time**Job Classification** - REQ- 129855 - Lerato Sithole- Location: Sandton- Job Family- Administration, Operations and Facilities - Career Stream- Administration, Transactional Processing and Production- Leadership Pipeline- Manage Self: Technical - FAIS Affected**Job Purpose** - To provide quality and accurate business administrative support services to...
-
Client Service Administrator-2
3 weeks ago
Johannesburg, South Africa Aon Corporation Full timePosting Description: **Client Service Administrator** Do you have commercial underwriting experience? Eager for a career shift? We are hiring! Aon South Africa is hiring a Client Service Administrator; this is a hybrid role with the flexibility to work both virtually and from our Head Office in Sandton. The role of a Client Service Administrator is to...
-
Client Service Representative Administrator
7 months ago
Johannesburg, South Africa FirstRand Full timeJob Description Dear Future, Client Service Representative Administrator MotoVantage, formed through a partnership between FirstRand Group and The Hollard Insurance Company, brings you innovative vehicle insurance products at competitive prices as add-ons to any finance agreement. Are you someone who can: - Handling Client Queries. - Taking telephonic...
-
Client Service Administrator in Operations Team
7 months ago
Johannesburg, South Africa Onebase Systems Full timeJohannesburg Embark on a rewarding career with Onebase, a dynamic financial data software services provider dedicated to transforming data to assist in decision-making for financial services businesses. Our mission is to distill intricate information from diverse sources into insightful reports, providing unparalleled service to our valued...
-
Client Services Administrator
7 months ago
Johannesburg, South Africa Curiska (Pty) Ltd Full timeDealing with the general servicing queries that come into the Client Services inbox and trying to handle at first point of contact if possible. - Focusing on delivering an exceptional level of service, clearly communicating with the client at each stage and working cross department if required to get a speedy resolution to the query. Essential: - 2 Years...
-
Client Service Controller Ocean Export
2 days ago
Johannesburg, South Africa Service Solutions Staffing Full timeWell established and ever growing clearing and forwarding company in Johannesburg is seeking to employ a Client Service Controller - ocean Export Minimum qualification of Grade 12, SDS and/ or Freight Forwarding Course or similar will be advantageous Minimum of 3 years within a clearing & forwarding environment Prior CargoWise experience non...
-
Client Services Specialist
2 weeks ago
Johannesburg, Gauteng, South Africa Curiska Full timeJob Opportunity at CuriskaWe are seeking an experienced Client Services Administrator to join our team. This is a fantastic opportunity for someone looking to develop their skills in financial services and work with a dynamic support team.About the RoleThis position involves working closely with portfolio managers to deliver exceptional client service. You...
-
Client Services Liaison
4 weeks ago
Johannesburg, Gauteng, South Africa Curiska Full timeCuriska Financial ServicesWe are seeking a highly skilled Client Services Liaison to join our team at Curiska Financial Services. The ideal candidate will have 2 years of experience in Financial Services, preferably in Wealth Management.About the RoleThis is an excellent opportunity for a dedicated and organized individual to work as part of a highly...
-
Client HR Administrator
7 months ago
Johannesburg, South Africa LRI Invest Full timeDescription **Job Description**: Department: - Operations CLIENT HR ADMINISTRATOR (based Johannesburg) Reporting remotely to Client HR Operations Manager (based UK) As Client HR Administrator, you will play a crucial role in ensuring the seamless functioning of our HR operations and services to clients. You will be responsible for various administrative...
-
Trucking Administrator
7 months ago
Johannesburg, South Africa Smartworks Service Full time**Job Title: Experienced Trucking Administrator** Location**:Remote** Our esteemed clients, top transportation brokers, and trucking companies in the United States, seek adept and experienced Trucking Administrators to enrich their vibrant teams. As a Trucking Administrator, you will play a pivotal role in empowering and streamlining various operational...
-
Client Services Manager
7 months ago
Johannesburg, South Africa Smith Garb Full timeGauteng, JHB - Northern Suburbs - R540 000 Annually Cost To Company (Negotiable) Investment concern, based in the north of Johannesburg, is looking for a Client Services Manager to join their team. This is a hybrid role within a lovely company. **Qualifications and Experience**: - Matric **essential**: - BCom Business/ Administration/ Marketing/ Finance/...
-
Client Service Executive
21 hours ago
Johannesburg, South Africa NielsenIQ Full time**Job Description**: **Job Summary**: Maintain a client service orientation by managing day-to-day administration of client service and coordinating on analysis and reporting of assigned research projects. **Client Servicing** - Maintain an accurate, complete, up-to-date and insightful client business profiles to be shared with senior management - Assist...
-
Client Service Coordinator
2 weeks ago
Johannesburg, Gauteng, South Africa The Recruitment Council Full timeJob Title: Client Service CoordinatorSalary: $55,000 - $75,000 per yearThe Recruitment Council is looking for a highly skilled Client Service Coordinator to join our team. As a key member of our administrative support team, you will provide exceptional support to advisors, ensuring the efficient execution of all client service-related...
-
Client Services
1 week ago
Johannesburg, South Africa Curiska (Pty) Ltd Full timeAn excellent opportunity for a client services administrator to join a rapidly growing financial services firm. You will work as part of a highly professional support team that enables portfolio managers to maintain excellent relationship with clients and ensures that the business is able to deliver outstanding services. **Skills & Requirements**: **_...
-
Client Services
7 months ago
Johannesburg, South Africa Curiska (Pty) Ltd Full timeAn excellent opportunity for a client services administrator to join a rapidly growing financial services firm. You will work as part of a highly professional support team that enables portfolio managers to maintain excellent relationship with clients and ensures that the business is able to deliver outstanding services. **Skills & Requirements**: **_...
-
Client Service Representative
2 days ago
Johannesburg, South Africa Motivity (PTY) Ltd Full time**BRIEF OVERVIEW OF THE ROLE** **Query and service request management** - Regular and frequent updates to clients as per standard operating procedures (SOP) - Adhere to escalation management processes and procedures Quality Standards - Monitor and control the daily processing of administrative documentation as per processes, policies and systems defined...
-
Client Service Consult
7 months ago
Johannesburg, South Africa Santam Full timeWho are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred...
-
Client Service Consultant
1 week ago
Johannesburg, South Africa Motivity (PTY) Ltd Full time**BRIEF OVERVIEW OF THE ROLE** **Query and service request management** - Regular and frequent updates to clients as per standard operating procedures (SOP) - Adhere to escalation management processes and procedures Quality Standards - Monitor and control the daily processing of administrative documentation as per processes, policies and systems defined...
-
Client Services
4 weeks ago
Johannesburg, South Africa Curiska Full timeJob Description: An excellent opportunity for a client services administrator to join a rapidly growing financial services firm. You will work as part of a highly professional support team that enables portfolio managers to maintain excellent relationship with clients and ensures that the business is able to deliver outstanding services. Skills &...