Client Services Administrator: Branch Administration

4 weeks ago


Rustenburg, 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

Rustenburg


  • Branch Administrator

    3 weeks ago


    Rustenburg, South Africa Pro Personnel Full time

    North West, Rustenburg Our client is urgently looking for a Branch Administrator in Rustenburg: - Salary R 10 - R 12 000.00 Neg - Matric or higher - Administrative experience a MUST - Previous sales experience a MUST - Physically demanding work **Activities of Job Holder**: - Answering of incoming calls - Internal sales - taking orders, phoning clients...

  • Branch Administrator

    2 weeks ago


    Rustenburg, South Africa Info Personnel Full time

    Administer 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

    2 weeks ago


    Rustenburg, North-West, South Africa Info Personnel Full time

    Administer 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 job to Head...

  • Branch Administrator

    3 weeks ago


    Rustenburg, South Africa WHM Recruitment Advisors Full time

    A well-established organisation in Rustenburg is seeking a Branch Administrator to join their team. Salary will be discussed in the interview. **PLEASE NOTE**: **Application Process**: **Qualifications and Experience**: - Have a minimum of 2 years experience with Administration - Must have previous sales experience - Experience in the Glass Wholesaler...


  • Rustenburg, North-West, South Africa Isilumko Staffing Full time

    Providing 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 Representative...


  • Rustenburg, North-West, South Africa Isilumko Staffing Full time

    Providing 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 Representative (FSCA)....


  • Rustenburg, South Africa Isilumko Staffing Full time

    Providing 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 Representative...

  • Branch Manager

    2 weeks 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...


  • Rustenburg, South Africa Info Personnel Full time

    Life 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 Administrator

    2 weeks ago


    Rustenburg, North-West, South Africa Fempower Personnel Full time

    Requirements: 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 experienceKPA: Accurate invoicing and time keeping schedules Performs a variety of clerical office duties such as maintaining files,...


  • Rustenburg, North-West, South Africa Info Personnel Full time

    Life 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, beneficiary...


  • Rustenburg, North-West, South Africa KBC Health & Safety Full time

    Inherent requirements: Matric Relevant tertiary qualification in Bookkeeping Must have at least 2 to 3 years' experience in a similar position Technical aptitude highly recommended Previous background in office administration recommendedDuties and responsibilities: Ensure that KBC's policies regarding payments for training are strictly adhered to Ensure that...


  • Rustenburg, North West, South Africa Isilumko Staffing Full time

    Providing 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...


  • 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 -...

  • Branch Administrator

    2 weeks ago


    Rustenburg, North-West, South Africa Isilumko Staffing Full time

    Job Description: Are 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...

  • Branch Administrator

    2 weeks ago


    Rustenburg, North-West, South Africa Isilumko Staffing Full time

    Job Description:Are 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...

  • Branch Administrator

    4 weeks ago


    Rustenburg, South Africa Isilumko Staffing Full time

    Job Description:Are 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...

  • Branch Admin Officer

    3 weeks ago


    Rustenburg, South Africa Ampath Trust Full time

    Advert Reference: P8812 Branch Admin Officer - Ferncrest Branch Job Title: Branch Admin Officer - Ferncrest Branch Closing Date: 2024/02/06 Position Available From: 2024-01-30 Area: Ferncrest Hospital Rustenburg Actual Place Of Work: Ferncrest Hospital Rustenburg Position Type: Full-Time Weekly Hours: 45 Time Conditions: 5 day Work Week (South...

  • Administrator

    4 weeks 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,...


  • Rustenburg, South Africa Info Personnel Full time

    Join 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...