South Africa: Administration posted by AtripleA recruitment & temps
Posted on 2025-05-21 00:00:00
| Employer | AtripleA recruitment & temps |
|---|---|
| Category | Other IT/Computer |
| Location | South Africa / South Africa |
Job Summary
Key responsibilities
1. Render client services
• Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries and 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 and handle all complaints and enquiries
• Escalate complaints to Office Manager and Complaints Handling Officer and follow complaints procedure and 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 and submit any outstanding documentation as per Head Office request and 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 (partial surrender paid up)
• Inform relevant Sales Manager of the intended cancelation for retention
• As per clients request follow the standard cancelation procedure
4. Office Administration
• Manage mail and fax and prepare statistical reports
• Communicate with office manage with regards to office logistics
5. Documentation and filing procedures
• Keep record systems up to date
• File and keep documentation for a period as required by the legislation
6. Process and administrate application forms
• Check and validate application forms for quality control
• Follow the capturing procedure and Send incomplete applications back to Office Managers
• Process application form on system
• Follow up on outstanding documentation with Office Manager
• Liaise with New Business department on outstanding and provide feedback to Office Managers
• Email scanned successful application forms to New business department
• Capture a minimum of required policies per day
7. Send captured application forms to Head Office for archiving
• Register successful applications
• Send the original application form for tick off process
• Follow up on all outstanding requirements from tick off
Requirements
• Matric
• Qualification that is recognized by the FSB would be an advantage (Depending on Date of First Appointment in the Industry)
• RE5
• 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)
• Registration as a Representative (FSB)
• Legislation: FAIS, FICA, FSB, NCA, LTIA
• Life Insurance Industry
• Long Term Insurance
• Financial/ wealth management
Send your CV and latest pay slip to *****@*****.co.za
AtripleA Recruitment and Temps
www.********.co.za
#atriplea #recruitment #vacancy #administration
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