Client Services Specialist
2 months ago
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.
- 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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