Client Services Administrator: Branch Administration
4 months ago
Description
Duties & Responsibilities:
- 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
Pietermaritzburg
-
Branch Administrator
5 months ago
Pietermaritzburg, South Africa Fidelity Services Group Full time**Reporting to the Branch Manager** Vacancies exist for a Branch Administrator. The position will report to the Branch Manager. The overall purpose of this position is to assist in the administrative, financial, and managerial responsibilities of the allocated Branch and Ops Managers. **Key Performance Areas: (Not totally inclusive)** - Debtors and...
-
Client Services Administrator: Branch Administration
4 months ago
Pietermaritzburg, South Africa Assupol Life Ltd. Full timeDuties & Responsibilities: 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...
-
Client Services Administrator: Branch Administration
3 months ago
Pietermaritzburg, South Africa Assupol Full timeDescription 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...
-
Branch Administrator
4 months ago
Pietermaritzburg, South Africa Sanlam Full timeWho are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...
-
Security Branch Manager Pmb
4 months ago
Pietermaritzburg, South Africa Fidelity Services Group Full timeposition exists for a Branch Manager stationed at the Pietermaritzburg branch reporting to the General Manager. The overall purpose of this position is to ensure the efficient day to day running and management of the Branch. **Minimum Requirements**: - Matric certificate, PSIRA Grade A registration and accreditation. - At least 5 years’ experience in the...
-
Administrator- Fcs Pietermaritzburg
4 months ago
Pietermaritzburg, South Africa Fidelity Services Group Full time**Administrator** **FCS PMB** **Minimum Requirements**: - Excellent communication skills - Matric certificate or equivalent - A clear criminal record - Computer literate and proficiency in Microsoft Word, Excel and Outlook - At least 2 years’ administration experience - Background in Administration/ Office Management is an advantage - Must be willing to...
-
Administrator
4 months ago
Pietermaritzburg, South Africa Motus Parts Full time**Midas** is searching for an** Administrator** to join the branch in **Gaydons**. The purpose of this role is to** **acquire a good general understanding of all standard accounting and administrative functions performed at the branch also supervising and controlling the branch administrative and accounting team to ensure that all branch assets are...
-
Administrative Support Specialist
7 days ago
Pietermaritzburg, KwaZulu-Natal, South Africa Motus Parts Full timeAdministrative Assistant OpportunityMotus Parts is seeking an experienced Administrative Assistant to support the branch administrator in Pietermaritzburg.Key Responsibilities:Process daily banking and other general administrative tasks in accordance with policies and procedures.Support the branch administrator in delivering finance and administrative...
-
Administrative Support Specialist
2 weeks ago
Pietermaritzburg, KwaZulu-Natal, South Africa Motus Parts Full timeAdministrative Assistant OpportunityMotus Parts is seeking a skilled Administrative Assistant to support the branch administrator in Pietermaritzburg.Key Responsibilities:Process daily banking and other general administrative tasks in accordance with policies and procedures.Support the branch administrator in delivering finance and administrative...
-
Administrative Assistant
2 weeks ago
Pietermaritzburg, South Africa Motus Parts Full time**Alert Engine Parts** is searching for an **Administrative Assistant** join the team in **Pietermaritzburg**. The purpose of this position is to support the branch Admistrator in delivering finance and administrative tasks such as processing daily banking and other related general administrative tasks, which are in accordance with policies and...
-
Administrative Assistant
2 weeks ago
Pietermaritzburg, South Africa Motus Parts Full timeAlert Engine Parts is searching for an Administrative Assistant join the team in Pietermaritzburg. The purpose of this position is to support the branch Admistrator in delivering finance and administrative tasks such as processing daily banking and other related general administrative tasks, which are in accordance with policies and procedure.
-
Agricultural Branch Manager
2 weeks ago
Pietermaritzburg, KwaZulu-Natal, South Africa Absolut Career Personnel Full timeBranch Manager (Agri) Job DescriptionAt Absolut Career Personnel, we are seeking a highly skilled and experienced Branch Manager to lead our Agri branch in Pietermaritzburg. The successful candidate will be responsible for driving sales growth, managing resources, and ensuring the highest level of customer satisfaction.Key Responsibilities:People Management:...
-
Senior Administrator
4 months ago
Pietermaritzburg, South Africa WeBuyCars Full time**This is an exciting opportunity for a Senior Administrator to join our team at our new Pietermaritzburg Branch!** Duties & Responsibilities: - Basic Invoicing - Assist walk-in clients & dealers - Maintain office systems - Assist Vehicle Sales Personnel with admin documentation - Assist Vehicle Buying Personnel with admin documentation - Serve as a...
-
Ict Helpdesk Administrator
3 months ago
Pietermaritzburg, South Africa Metro Computer Services Full time**DUTIES** - Provide First Line Support on ICT related incidents as experienced by the client staff - Manage and Maintain the Helpdesk system to facilitate fast and efficient management of calls - Allocate calls to Technicians and manage Technician tasks to make sure that all calls are resolved timely - Assess and categorise calls according to SLA...
-
HR / Payroll Administrator
3 months ago
Pietermaritzburg, South Africa Pronel Personnel Full timeThe role is responsible for ensuring the accurate and efficient end to end payroll process, maintenance of time and attendance and ESS, HR related administration and reporting. This role will be responsible for consolidation of HR related information and reporting across the branches. To support the Human Resources Manager, Human Resource department,...
-
OMF Branch Manager
3 weeks ago
Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Finance (Pty) Ltd Full timeJob DescriptionJob Title: OMF Branch ManagerCompany: Old Mutual Finance (Pty) LtdJob Summary:This role manages a team of financial and client relations consultants and all processes in a branch to ensure achievement of objectives and drive overall branch performance.Key Responsibilities:Individually accountable for ensuring sales targets and objectives of...
-
Branch Manager, Agri
1 month ago
Pietermaritzburg, South Africa Absolut Career Personnel Full timeBranch Manager (Agri) required in Pietermaritzburg.Retail. Equity position.The Branch Manager is accountable for the achievement of all branch targets by effectively managing resources and assets; ensuring the adequate protection of such resources (includingits people, systems, data/information bases, and customer goodwill) are adequately protected, and...
-
Branch Manager, Agri
1 month ago
Pietermaritzburg, South Africa Absolut Career Personnel Full timeBranch Manager (Agri) required in Pietermaritzburg.Retail. Equity position.The Branch Manager is accountable for the achievement of all branch targets by effectively managing resources and assets; ensuring the adequate protection of such resources (includingits people, systems, data/information bases, and customer goodwill) are adequately protected, and...
-
Branch Manager, Agri
1 month ago
Pietermaritzburg, South Africa Adzuna ZA B C2 Full timeBranch Manager (Agri) required in Pietermaritzburg.Retail. Equity position.The Branch Manager is accountable for the achievement of all branch targets by effectively managing resources and assets; ensuring the adequate protection of such resources (includingits people, systems, data/information bases, and customer goodwill) are adequately protected, and...
-
Bookkeeper / Office Administrator
4 months ago
Pietermaritzburg, South Africa RedCat Recruitment Full timeRedCat Recruitment is seeking an experienced **BOOKKEEPER / OFFICE ADMINISTRATOR **for a well-established concern based in **Pietermaritzburg, KwaZulu-Natal.** Grade 12. Valid driver’s license / own reliable vehicle. Bookkeeping up to trial balance (preferable - not essential). Bank reconciliations. Administration duties. Staff supervision (5-6...