Client Services Coordinator
2 months ago
A leading insurance company is seeking a highly skilled Client Services Administrator to join their team in a Branch administration department.
Purpose
To provide exceptional first line support to clients and sales support, ensuring seamless customer experiences.
Responsibilities
- Deliver client services: update client personal details, inform clients of policy changes, handle all complaints and enquiries.
- Administrate claims: verify claim documents, submit claims to head office, maintain accurate claims register.
- Advise clients of cancellations.
- Office administration: manage mail and fax, prepare statistical reports.
Requirements
- Matric certification.
- A recognized qualification in the financial services sector will be advantageous.
- RE5 certification.
- Employee Representative registration.
- CPD points.
- Class of Business Certificate.
- At least 2 years' experience in the insurance industry.
- 1 year of client services experience.
- 1 year of experience in Category A, B, C, and retail benefits will be advantageous.
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