Branch Administrator

4 weeks ago

Rustenburg, South Africa Isilumko Staffing Full time

Job Description:

Are you passionate about providing exceptional client service and supporting sales efforts? We are seeking a Client Services and Sales Support Specialist to deliver professional first-line support to our valued clients and assist our sales team in achieving their goals. If you're dedicated, detail-oriented, and customer-focused, we want to hear from you.

Key Responsibilities:

1. 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 AIMS notes.
  • Provide clients with correct and accurate advice on our products and services (Treating Customers Fairly - TCF).
  • Inform clients about changes to their policies, ensuring compliance with TCF principles.
  • 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.

2. 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.

3. 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.

4. Demutualization Process Administration:

  • Capture client information accurately.
  • Inform clients of the status of their shares.
  • Update client information in the AIMS systems.
  • Register and forward relevant documentation to Head Office.

5. Office Administration:

  • Manage mail and fax communications.
  • Prepare statistical reports as required.
  • Assist with data capturing when necessary.
  • Encourage clients to complete satisfaction surveys.

6. Fit and Proper Requirements:

  • Adhere and comply with FSB board notices in terms of FAIS.
  • 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).

If you are ready to contribute your skills to a dedicated team and assist in delivering outstanding client service and sales support, we encourage you to apply.

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