Office Administrator

1 week ago

City of Tshwane Gauteng, South Africa Qunu Staffing Full time

**Title**
- Office Administrator

**Department**
- Branch Administration : Impala

**Job Type**
- Permanent

**Work Level**
- Skilled

**EE Position**
- No

**Salary**
- Market Related

**Location**
- Free State - Bloemfontein

**Description**

**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

**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

**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

**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

**Office Administration**

Manage mail and fax
Prepare statistical reports
Communicate with office manage with regards to office logistics

**Documentation and filing procedures**

Keep record systems up to date
File and keep documentation for a period as required by the legislation

Follow the capturing procedure
Follow up on outstanding documentation with Office Manager
Liaise with New Business department on outstanding and provide feedback to Office Managers
Capture a minimum of required policies per day

Follow up on all outstanding requirements from tick off

**Requirements**:
**FORMAL EDUCATION**

Matric

**TECHNICAL/ LEGAL CERTIFICATION**

Recognized Qualification as per the FSB
RE 5
Registration as an Employee Representative (FSB)

**EXPERIENCE**

2 Years’ Experience in the Insurance Industry;
1 Year Client Services
1 years’ experience in data capturing
1 Years’ experience in: Category A, B, C and retail pension benefits (Advantage)

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