Client Services Specialist

2 months ago

Rustenburg, North-West, South Africa Isilumko Staffing Full time
Job Title: Branch Administrator

We are seeking a highly skilled and dedicated Branch Administrator to join our team at Isilumko Staffing. As a key member of our team, you will be responsible for providing exceptional client service and supporting sales efforts.

Key Responsibilities:
  • Client Services:
    • Adhere to client service procedures, including handling maturities, policy contracts, loan applications, cancellations, amendments, financial and general inquiries.
    • Update client personal details and maintain accurate records.
    • Provide clients with correct and accurate advice on our products and services.
    • Inform clients about changes to their policies, ensuring compliance with regulatory requirements.
    • Collaborate with relevant departments to resolve client queries.
    • Maintain the required business retention rate.
    • Address and handle all client complaints and inquiries.
    • Escalate complaints to the Office Manager and Complaints Handling Officer.
    • Follow the prescribed complaints procedure.
    • Handle incoming calls and assist walk-in clients.
  • Claims Administration:
    • Verify claims documents following standard procedures.
    • Assist clients in completing claim forms.
    • Submit all received claims to Head Office.
    • Submit any outstanding documentation as requested by Head Office.
    • Keep the claims register up to date.
  • Client Cancellations:
    • Advise clients on the cancellation process and the potential disadvantages.
    • Retain policies by proposing alternative options, such as loans or partial surrender paid-ups.
    • Inform the relevant Sales Manager of the intended cancellation for retention purposes.
    • Follow the standard cancellation procedure upon the client's request.
  • Demutualization Process Administration:
    • Capture client information accurately.
    • Inform clients of the status of their shares.
    • Update client information in the system.
    • Register and forward relevant documentation to Head Office.
  • Office Administration:
    • Manage mail and fax communications.
    • Prepare statistical reports as required.
    • Assist with data capturing when necessary.
    • Encourage clients to complete satisfaction surveys.
  • Fit and Proper Requirements:
    • Adhere and comply with regulatory requirements.
    • Maintain proper documentation and filing procedures.
    • Keep record systems up to date.
    • Ensure the proper filing and retention of documentation as required by legislation.
    Requirements:
    • Formal Education:
      • Matric or equivalent.
    • Technical/Legal Certification:
      • Recognized Qualification as per the FSCA (an advantage).
      • RE 5.
      • Registration as an Employee Representative (FSCA).
      • CPD.
      • COB (Depending on DOFA).
    • Experience:
      • 2 years of experience in the Insurance Industry.
      • 1 year of experience in Client Services.
      • 1 year of experience in Category A, B, C, and retail benefits (an advantage).

We are looking for a dedicated and detail-oriented individual who is passionate about delivering exceptional client service and supporting sales efforts. If you are ready to contribute your skills to a dedicated team, we encourage you to apply.

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