Client Services Administrator

2 weeks ago

Rosebank, Gauteng, South Africa Gavanni Insure Full time R350 000 - R550 000 per year

About Gavanni Insure

Gavanni Insure is a leading, black-owned financial services provider specializing in comprehensive group funeral scheme administration. We partner with top insurers to offer tailored, culturally sensitive risk solutions to funeral parlours, employers, and burial societies. We are dedicated to pioneering exceptional client services and achieving full client autonomy through innovative solutions.

Role Summary

The Client Services Administrator is the primary point of contact for our valued group schemes post-sales. This role is crucial to transforming Gavanni's client experience by ensuring professional, accurate, and prompt resolution of all policy-related and service enquiries. The successful candidate will demonstrate a strong commitment to the TCF (Treating Customers Fairly) principle and administrative excellence.

Key Responsibilities

  • Policy Servicing & Support: Efficiently handle all post-sales queries, including policy amendments, beneficiary changes, premium statement requests, and general scheme enquiries.
  • Conflict & Query Resolution: Act as a dedicated liaison between the client scheme, underwriters, and internal departments to resolve complex administrative and service issues quickly and professionally.
  • Client Communication: Respond to all client communication channels (phone, email, WhatsApp) promptly and courteously, ensuring high standards of professionalism are maintained at all times.
  • System Integrity: Ensure accurate and timely logging of all policy movements and client interactions within the policy management and CRM systems.
  • Compliance & Administration: Maintain strict adherence to all internal SOPs and regulatory requirements (FAIS, POPIA) related to client administration and policy movements.
  • Reporting: Generate regular reports on service levels, query resolution times, and client feedback to management.

Minimum Requirements & Skills

  • Minimum 3 years' proven experience in a client-facing or administrative role within the Financial Services/Insurance industry.
  • Exceptional written and verbal communication skills, with proven ability to handle challenging service situations calmly and politely.
  • Technical Proficiency: High level of competence in MS Office (Excel, Word) and experience working with CRM or policy management systems.
  • RE5 Certificate (Regulatory Examination for Representatives) is highly advantageous.
  • Deadline-driven, highly organized, and committed to excellent work ethic.
  • Ability to be fully bilingual (English plus an additional African language is highly beneficial).
  • Demonstrated professionalism and articulation.

Job Type: Full-time

Work Location: In person

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