Client Services Administrator: Branch Administration

3 months ago


Middelburg, South Africa Assupol Full time

Description

To provide professional first line support to clients and sales support
- 1. 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

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

**Requirements**:
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)

Work Level

Junior

Job Type

Permanent

Salary

Market Related

EE Position

No

Location

Middelburg



  • Middelburg, South Africa Servest Careers Full time

    **Job Context**: **SERVEST SECURITY, A DIVISION OF SERVEST HAS A VACANCY FOR A BRANCH AND COMPLIANCE ADMINISTRATOR IN GAUTENG NORTH REPORTING TO THE ACCOUNTS MANAGER. MUST HAVE A MINIMUM OF 5 YEARS ADMINISTRATION AND COMPLIANCE EXPERIENCE.** **Minimum Requirements**: - Professional individual required that can provide and maintain a high level of...


  • Middelburg, South Africa Fidelity Services Group Full time

    **BRANCH MANAGER** **FSS - MIDDELBURG BRANCH** A vacancy exists for a **BRANCH MANAGER **stationed at our Middelburg Branch. The position will report to the General Manager.. The overall purpose of this position is to manage the day-to-day operations and management of the Branch, to ensure that all Security Officers are posted as per Contractual...

  • Jnr Branch Manager

    2 weeks ago


    Middelburg, South Africa Fidelity Services Group Full time

    **Vacancy: Branch Manager - Middelburg** **Reporting to: General Manager** **Overall Purpose of the Job**: To ensure overall management of sales, marketing, operations, technical and administrative functions within the branch. To maintain high operational standards, growing the branch, meet deadline, achieve budget and endeavor to reduce crime...


  • Middelburg, South Africa Ultra Personnel Full time

    At least 6 years supervisory or managerial experience is essential You will ensure effective administration procedures are being managed and ensure smooth internal daily sales administration in line with branch requirements Ability to collect, analyse and interpret data identify and solve problems in a timely manner is essential Matric essential, MS Office...

  • Broker Support

    1 week ago


    Middelburg, South Africa Isilumko Staffing Full time

    We are on the look-out for an experienced Field Broker Support clerk / Broker Support administrator towards Middelburg. Offer support to the administrative team - Brokers and Sales representatives Draft necessary and accurate quotations Successfully manage commission statement queries Administer new business Recordkeeping and escalating of broker and...

  • Administrator

    7 months ago


    Middelburg, South Africa INTERCONNECT SYSTEMS Full time

    SUMMARY OF POSITION The role of an Administrator involves a great deal of multitasking. They will work with teams, oversee the operations within the Company, manage groups, coordinate with management and engage in planning according to the needs of the Company. ROLES AND RESPONSIBILITIES - Logging and Updating of Jobs - Logs jobs on Syspro. - Updates OJ...

  • Branch Administrator

    7 months ago


    Middelburg, South Africa Cartrack Full time

    **Listing reference**: cartr_000507**Listing status**: Online- **Position summary** **Industry**:Other Sectors & Industries **Job category**:Admin, Office Support and Services **Location**:Middelburg **Contract**:Permanent **EE position**:No **Introduction**Job description** - Preference will be given to applicants with the following experience: -...

  • Warranty Administrator

    7 months ago


    Middelburg, South Africa SydSen Recruit Full time

    Warranty Administrator, Middelburg, MP My client in the **Automotive Industry** is seeking an **experienced Warranty Administrato**r to join their team based in **Middelburg**, **MP**. **Minimum Requirements**: - Matric qualification or higher - Proficient in MS Office - Must have experience of at least 2years in similar role as a Warranty...


  • Middelburg, South Africa Plennegy (Pty) Ltd. Full time

    **RESPONSIBILITIES**: **Developing new business by** - Prospecting for new business by opportunity identification, area and business review, making telephonic contact and cold calling - Qualifying potential clients in terms of requirements (volumes, distribution areas, current providers, cargo types, etc.) - Typing client quotations and scheduling meetings -...

  • Administration Manager

    7 months ago


    Middelburg, South Africa The Individual Touch CC Full time

    Duties included but not limited to the following: - Full admin function including processing of cash book Management of administration staff Daily, weekly and monthly reporting to branch manager/head office. Staff roastering and maintenance of payroll records for submission to heads office Meeting all deadlines as set out by head office Ensure branch...

  • Senior Administrator

    7 months ago


    Middelburg, South Africa SGS Full time

    Company Description SGS is the world’s leading inspection, verification, testing and certification company. SGS is recognized as the global benchmark for quality and integrity. With more than 96,000 employees, SGS operates a network of over 2,600 offices and laboratories around the world **Job Description**: The rendering and controlling of commercial...

  • Branch Manager

    2 weeks ago


    Middelburg, South Africa Watershed Consulting Full time

    **BRANCH MANAGER - WITBANK** **Area**: WITBANK, Mpumalanga **Package**: Negotiable up to R360,00-00 CTC P/A plus company vehicle, cell phone, computer, quarterly commission/incentive. **Core Purpose**: To maximize the Branch’s profitability by leading the team to attain their full potential and thereby achieve the set business objectives. **Key...

  • Trainee Branch Manager

    7 months ago


    Middelburg, South Africa Lewis Group Full time

    **The role will** - Manage, lead, motivate, develop and empower branch employees - thereby retaining a stable team who is able to deliver business goals. - Drive sales targets and manage operational efficiencies in order to maintain a healthy, profitable business. - Ensure excellent customer service by playing an active role in customer contact situations -...


  • Middelburg, South Africa Fidelity Services Group Full time

    The position of a Security Operational Manager is vacant within the Witbank Area, reporting to the Branch and Regional Manager. The overall purpose of this position is to manage several Clients in covering the following key areas, client liaison, HR /IR matters, expenses control, Investigations and to ensure the posting of Security officers, that all site...


  • Middelburg, South Africa Herotel Full time

    Applications are invited for the **Sales Administrator** position to be based in **Middleburg ( Mpumalanga)** **PURPOSE OF THE ROLE**: Sales Administrators provide support for our sales representatives, complete front line and back office administrative functions, and ensures impeccable all-around customer service. **Key Performance Areas would include,...

  • Sales Administrator

    7 months ago


    Middelburg, South Africa Weir Group Full time

    Sales Administrator Weir Minerals Middelburg Onsite The role covers various administration tasks including general sales administration of order input and output, quotations, filing, expediting, workshop loading and routing, allocation of service jobs, processing of all repair work, managing stock cycle counts and general office support duties. Why...

  • Customer Service

    3 days ago


    Middelburg, South Africa Express Employment Professionals (Witbank) Full time

    **Resonsibilities include**: **CUSTOMER SERVICE** - Managing and Handling telephonic enquiries. - Providing product information to existing and potential customers. - Providing verbal and typed quotations to customers. - Following up on quotations. - Entering of sales order on our operating system. - Compiling of documentation required for projects and...


  • Middelburg, South Africa Headhunters Full time

    **Our client in the** **Manufacturing and engineering **Sector based in the Middelburg a**rea **is currently looking to employ a** **Senior Contract Administrator.** **An awesome career opportunity awaits.** **Responsibilities**: - Identification, compilation and implementation of Contracts and PLA’s through liaison with internal clients and external...

  • Administrator

    7 months ago


    Middelburg, South Africa Pronto Labour Team Full time

    **Jnr ADMINISTRATOR -** (Witbank) - Emalahleni, Mphumalanga **Jnr ADMINISTRATOR (Qualification in Payroll, Administration or HR will be an Advantage)** - **Matric or equivalent**: - Minimum 2 Year's experience as an Administrator - **Microsoft Office Package**: - Experience in **Easy Roster** will be Highly beneficial -** but not** **Mandatory** - Own...


  • Middelburg, South Africa Express Employment Professionals (Witbank) Full time

    A leading Manufacturing Company is seeking and experienced Contracts Administrator to join their dynamic team in Middelburg. **Requirements**: - Gr 12 with a Diploma / Higher Certificate in Purchasing and Supply Management. - Minimum of 3 years working experience in the Steel Fabrication Industry. - Knowledge of handling Contracts/PLA''s and Buying...