Free State: Temp Client Services Administrator posted by AtripleA recruitment & temps
Posted on 2025-04-30 00:00:00
| Employer | AtripleA recruitment & temps |
|---|---|
| Category | Other IT/Computer |
| Location | Free State / Free State |
Job Summary
Key responsibilities
1. Render client services
• Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries
• 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 loan requests
• Collate all documents required for loan application e.g. positive identification of client
• Verify and ensure clients forms are completed correctly.
• Validate and pre-assess whether the client qualifies for a loan
• Make preliminary decision on the loan application and inform clients thereof
• Submit all required forms to Head Office for processing
• Update and make notes on system
• Follow up with Head office and update clients on application progress, outcome or until finalized
• Advise client on repayment terms of loan (TCF)
3. 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
4. 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 client’s request follow the standard cancelation procedure
5. Administrate demutualization process
• Capture client information
• Inform clients of status of their shares
• Update client’s information on Aims systems
• Register and forward to Head office
6. Office Administration
• Manage mail and fax
• Prepare statistical reports
• Assist with data capturing when required
• Encourage clients to complete the survey
7. Fit and Proper Requirements
• Adhere and comply to FSB board notice in terms of FAIS
8. Documentation and filing procedures
• Keep record systems up to date
• File and keep documentation for a period as required by the legislation
Requirements
• Recognized Qualification as per the FSB
• RE 5
• Registration as an Employee Representative (FSB)
• 2 Years’ Experience in the Insurance Industry
• 1 Year Client Services
• 1 Years’ experience in: Category A, B, C and retail benefits (Advantage)
• Matric
Send your CV and latest pay slip to *****@*****.co.za
ATripleA Recruitment and Temps
www.********.co.za
Click Go Apply to apply online!
Get Similar Job Alerts
More jobs in Free State
More jobs in Free State
Browse Other IT/Computer Jobs
Browse AtripleA recruitment & temps Jobs
Apply directly for this position. Please read all instructions carefully.
We do not process job applications; we simply aggregate and display job listings.
More related positions
Free State: Operations Manager Production – Milling / Food Manufacturing environment posted by Doncour Recruitment
OPERATIONAL MANAGER PRODUCTION FREE STATEABOUT THE CLIENT Manufacturers of animal feed for both internal and external customers in the ruminant and...
View Job
Operations Manager Production – Milling / Food Manufacturing environment
Free State: Senior Resident Engineer posted by Construct Executive Search
Applicants must have the following requirementsMust have a Bachelor of Science Degree or Bachelor of Technology Degree or Bachelor of Engineering Degree in...
View Job
Senior Resident Engineer
Free State: Company Reps posted by Royal Distributors Pty Ltd
We require 6 company representatives to call on retailers and wholesalers in Gauteng, Free State, Northern Cape, North West, Limpopo and Mpumlanga.Our...
View Job
Company Reps
Free State: Technical Sales Representative
Minimum Requirements Must have a minimum of 2 to 4 years experience working as a Technical Sales Representative working directly with End Users in the...
View Job
Technical Sales Representative
Free State: Truck Service Advisor
Minimum Requirements Must have at least 3 years experience in a Truck Service Advisor capacity Must have contactable references Must have a valid Drivers...
View Job
Truck Service Advisor
Free State: Truck Workshop Foreman
Minimum Requirements Must have a minimum of 2 years experience as a Workshop Foreman including a minimum of 5 years experience as a Qualified Diesel Vehicle...
View Job
Truck Workshop Foreman
Bethlehem: Area Manager Free State and North West – Agrochemical
Minimum requirements for the role Must have a relevant National Diploma or Degree in Agriculture Must have an AVCASA or BASOS certificate, or must be...
View Job
Area Manager Free State and North West – Agrochemical
Free State: Regional Sales Manager
Minimum Requirements Must have a minimum of 5 years experience as a Regional Sales Manager in the Agrochemical Industry B.ComB.Sc or equivalent...
View Job
Regional Sales Manager
Free State: Area Sales Manager (Agro Chemicals) – Freestate
Minimum requirements for the role A national diploma or degree in agriculture or related is preferred for the role. An AVCASA and or BASOS certificate is...
View Job
Area Sales Manager (Agro Chemicals) – Freestate
Free State: Technical Marketing Specialist – Biologicals
Minimum requirements for the role Must have a B. Sc. in Agriculture, specializing in Horticulture, Plant Pathology, Entomology, or Agronomy Must have...
View Job
Technical Marketing Specialist – Biologicals
Free State: Dealership Productive Workshop Manager
Minimum Requirements Must have a minimum of 3 to 5 years recent experience as a Workshop Manager within the Automotive Industry Must be Productive within...
View Job
Dealership Productive Workshop Manager
Free State: Paramedics posted by Complete Healthcare Services
Paramedics Required BLS, ILS.Requirements Minimum Educational Qualifications Successfully completed an appropriate Basic Life Support BLS or Intermediate...
View Job
Paramedics
Free State: Professional Registered Nurses posted by Complete Healthcare Services
Complete Healthcare Services, a leading Registered Nursing Agency, situated in Mulbarton, Johannesburg, is seeking dedicated and compassionate Professional...
View Job
Professional Registered Nurses
Free State: Enrolled Nurses posted by Complete Healthcare Services
The successful candidate will work on a one-to-one basis with patients in the comfort of their homes OR caring for a patient in a facility. Minimum...
View Job
Enrolled Nurses
Free State: Enrolled Nurse Assistants posted by Complete Healthcare Services
The successful candidate will work on a one-to-one basis with patients in the comfort of their homes OR caring for a patient in a facility. Minimum...
View Job
Enrolled Nurse Assistants
Free State: REGISTRATION PHARMACIST posted by Complete Healthcare Services
REGISTRATION PHARMACISTMedication Dossier registration Pharmacist requiredHow to ApplyPlease forward updated CV with relevant documents to both the...
View Job
REGISTRATION PHARMACIST
Free State: Senior Clerk (Insurance) posted by AtripleA recruitment & temps
Our client in the Insurance industry is looking for a Senior Clerk Field Broker Support.Key responsibilities 1. Provide administrative support to the...
View Job
Senior Clerk (Insurance)
Bloemfontein: Dispensing Doctor Sales Rep (Free State/ Northen Cape) posted by Pro Tem
Main Purpose of JobAre you a driven sales professional with a passion for the pharmaceutical industry? Do you excel at building relationships and...
View Job
Dispensing Doctor Sales Rep (Free State/ Northen Cape)
Bloemfontein: Sales Rep – Pharmaceutical (Free State) posted by Pro Tem
Main Purpose of JobThe Pharmaceutical Sales Representative is responsible for promoting and selling the companys products across diverse pharmacy...
View Job
Sales Rep – Pharmaceutical (Free State)
Free State: Digital Field Sales Rep – Immediately posted by Junk Mail Marketplaces
The CompanyJoin a leading and innovative digital enterprise in South Africa with 31 years of marketplace knowledge.A top 10 digital platform in SA.Learn new...
View Job
Digital Field Sales Rep – Immediately
Bloemfontein: Regional Human Resources Manager – Free State posted by JorDan HR
The Regional HR Manager will be responsible for managing and overseeing the entire human resource function for the region. The main responsibilities include...
View Job
Regional Human Resources Manager – Free State
Cape Town: Operations Manager – Electrical – Western Cape / Freestate posted by Hire Resolve
Hire Resolves client is seeking a dedicated Operations Manager specializing in Electrical Engineering to oversee operations across the Western Cape and Free...
View Job
Operations Manager – Electrical – Western Cape / Freestate
Free State: JUNIOR FARM MANAGER – CATTLE posted by Farm Manager SA
MINIMUM REQUIREMENTSnbspAgricultural DiplomaDegreeMinimum of 2 yearsrsquo experience with cropping amp cattle essentialGreat stockmanship essentialComputer...
View Job
JUNIOR FARM MANAGER – CATTLE
Bethlehem: Area Manager Free State and North West – Agrochemical posted by Mayfly Agri
Minimum requirements for the roleMust have a relevant National Diploma or Degree in AgricultureMust have an AVCASA or BASOS certificate, or must be obtained...
View Job
Area Manager Free State and North West – Agrochemical
Bloemfontein: Technical Sales Manager, Free State and North West posted by Mirna Butler Recruitment
Position OverviewOur client, a forward-thinking and solutions-driven company specializing in sustainable bio-solutions, is seeking a dynamic Technical Sales...
View Job
Technical Sales Manager, Free State and North West