Client Services Administrator: Branch Administration
1 week ago
Client Services Administrator**: Branch Administration (Long term insurance) **Western Cape - Parow
Department Branch Administration: Panorama
Job Type Permanent
Work Level Junior
EE Position No
Salary Market Related
Location **Western Cape - Parow**
Description To provide professional first line support to clients and sales support
- **Render client services**
- 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
- **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 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 client’s request follow the standard cancelation procedure
- **Administrate demutualization process**
- Capture client information
- Inform clients of status of their shares
- Update client’s 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
- 6**. 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
**FORMAL EDUCATION**
- Matric
**TECHNICAL/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)
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