Client Services Administrator: Branch Administration

7 hours ago

Modimolle, South Africa Assupol Full time

Description

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 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

Modimolle

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