Client Services Administrator: Branch Administration
7 months ago
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
Rustenburg
-
Branch Administrator- Rustenburg
2 weeks ago
Rustenburg, South Africa Fidelity Services Group Full time**Branch Administrator** **Rustenburg Branch** **Reporting to: Branch Manager** *** The above position is vacant at Rustenburg CIT branch, reporting to the Branch Manager. The overall purpose of this position is to deal with all people issues namely recruitment, employee relations, payroll, and attendance of staff, and administrative related...
-
Branch Administrator
7 months ago
Rustenburg, South Africa Info Personnel Full timeAdminister and run the Rustenburg branch of contracting company supplying the mines in the North West. **DUTIES**: - General Office administration - Preparing invoicing, material costing list per job, updating job schedule and enquiries folder, including assisting with preparation of safety files, as necessary. - Submitting material costing per completed...
-
Branch Administrator
3 days ago
Rustenburg, South Africa MECS Africa Full timeSouth Africa , North West - Rustenburg R21000R21000 Monthly Plus Medical, Pension, Funeral, Discretionary bonus My client, a mining machine OEM is looking to employ a Branch Administrator for their business unit in Rustenburg **Education/qualification**: - Grade 12 or equivalent - Tertiary Qualification in office administration advantageous - Advanced...
-
Branch Administrator
2 months ago
Rustenburg, South Africa Renttech South Africa Full time**Job Summary**: - Accountable for running the branch during the Branch Manager’s absence - Assisting with feedback reports to management - Invoicing clients - Doing pricing overrides - Doing credit notes for debtors - Following up on debtors when requested by debtor’s department - Receiving orders and writing up order numbers - Managing the branch...
-
Branch Administrator
7 days ago
Rustenburg, South Africa Hutech Head Office Full time**_Position: Branch Administrator_** **_Industry: Manufacturing Industry_** **_Location: Rustenburg - North - West_** **_Salary: Market-Related Salary_** **Purpose**: The main purpose is to assist customers with requests for orders, quotations and follow up lead times. To assist with Queries and assist managers. **Qualifications and Experience**: -...
-
Branch Manager
1 day ago
Rustenburg, South Africa Fidelity Services Group Full timeThe above position is vacant at Rustenburg CIT branch, reporting to the Regional General Manager. The overall purpose of this position is to ensure the effective and efficient operations of the Branch and ensuring that all site specific security requirements are adhered to and that the client’s needs are efficiently and professionally met at all...
-
Client Service Administrator
7 months ago
Rustenburg, South Africa Info Personnel Full timeLife Insurance Client Service Administrator required in Rustenburg. **Qualifications & experience**: - Matric & NQF Level 5 certification in Long term insurance - MS Office - Minimum 5 years experience in long term insurance industry (Preferably experience in Xplan) **Duties**: - Policy services (debit order, address, cessions, withdrawals, surrenders,...
-
Branch Manager
7 months ago
Rustenburg, South Africa Fidelity Services Group Full time**Branch Manager** **Rustenburg** **Reporting to: Regional General Manager** The above position is vacant at Rustenburg CIT branch, reporting to the Regional General Manager. The overall purpose of this position is to ensure the effective and efficient operations of the Branch and ensuring that all site specific security requirements are adhered to and...
-
Branch Manager
6 days ago
Rustenburg, South Africa Fidelity Services Group Full timeThe above position is vacant at Rustenburg CIT branch, reporting to the Regional General Manager. The overall purpose of this position is to ensure the effective and efficient operations of the Branch and ensuring that all site specific security requirements are adhered to and that the client’s needs are efficiently and professionally met at all...
-
Client Services Administrator
7 months ago
Rustenburg, North West, South Africa Isilumko Staffing Full timeProviding first-line support to clients and sales support such as: 1. Rendering client services. 2. Administrating claims. 3. Advising clients. 4. Office administration. 5. Documentation and filing. Educational requirements: - Matric (Grade 12) Technical requirements: - Recognised qualification as per the FSCA. - RE 5. - Registration as an Employee...
-
Branch Administrator
6 days ago
Rustenburg, North West, South Africa Fempower Personnel Full timeRequirements: - Grade 12 or equivalent - Tertiary Qualification in Office Administration - Experience in a manufacturing environment - Experience in an customer service environment - Excellent time management skills - 4 years related experience KPA: - Accurate invoicing and time keeping schedules - Performs a variety of clerical office duties such as...
-
Specialised Services Administrator and Vehicle
7 months ago
Rustenburg, South Africa Servest Careers Full time**Job Context**: **SERVEST SECURITY, A BUSINESS UNIT OF SERVEST HAS A VACANCY FOR A SPECIALISED SERVICES ADMINISTRATOR AND VEHICLE LOSGISTICS COORDINATOR REPORTING TO THE SPECIALISED SERVICES EXECUTIVE. MUST HAVE GRADE AND A POST MATRIC QUALIFICATION IN ADMINISTRATION OR SECRETARIAL WILL BE BENEFICIAL.** **Minimum Requirements**: - Grade 12 essential -...
-
Administrator
7 months ago
Rustenburg, South Africa Motus Aftermarket Parts Full time**Midas** is searching for an **Administrator** to join the branch in **Rustenburg**. The purpose of this position is to receive payments, reconcile cash and maintain documents of all transactions as well as to support the admin manager in delivering finance and administrative tasks such as processing daily banking and other related administrative tasks,...
-
Administrator
5 days ago
Rustenburg, South Africa Motus Aftermarket Parts Full time**Motor Spares Stop** is searching for an **Administrator** to join the branch in **Rustenburg**. The purpose of this position is to receive payments, reconcile cash and maintain documents of all transactions as well as to support the admin manager in delivering finance and administrative tasks such as processing daily banking and other related...
-
Administrator
2 weeks ago
Rustenburg, South Africa Motus Aftermarket Parts Full time**Midas** is searching for an **Administrato**r to join the branch in **Phokeng**. The purpose of this position is to receive payments, reconcile cash and maintain documents of all transactions as well as to support the admin manager in delivering finance and administrative tasks such as processing daily banking and other related administrative tasks, which...
-
Life Insurance Client Service Administrator
7 months ago
Rustenburg, South Africa Info Personnel Full timeJoin Our Team**:Life Insurance Client Service Administrator Wanted**! Are you a dedicated professional with a passion for client service in the long-term insurance industry? We're seeking a **skilled Client Service Administrator** with the expertise and experience to excel in our dynamic team. **Key Requirements**: - Matriculation and NQF Level 5...
-
Life Insurance Client Service Administrator
7 months ago
Rustenburg, South Africa Pro Personnel Full timeOur client in the Rustenburg area requires the services of a Life Insurance Client Service Administrator with minimum 5 years working experience within the field. **Qualifications**: - Minimum 5 years' experience within the long-term insurance industry with a NQF level 5 - Grade 12 essential - Must be computer literate **Duties / Job Description would be...
-
Branch Administrator
7 months ago
Rustenburg, North West, South Africa Isilumko Staffing Full timeAre you passionate about providing exceptional client service and supporting sales efforts? We are seeking a Client Services and Sales Support Specialist to deliver professional first-line support to our valued clients and assist our sales team in achieving their goals. If you're dedicated, detail-oriented, and customer-focused, we want to hear from...
-
Administrator
7 months ago
Rustenburg, South Africa INTERCONNECT SYSTEMS Full timeSUMMARY 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 Supervisor
1 week ago
Rustenburg, South Africa Specialist Confectionery Full timeA successful specialist confectionery business in Rustenburg requires a capable Branch Supervisor to manage all aspects of a confectionery branch in Rustenburg - Must have at least 3 years experience in supervising, coordinating and managing a retail, take-away or restaurant establishment - Strong administration capabilities, attention to detail and high...