Job Description
Location: Bloemfontein, Free State
Salary: R54 per hour
Our client in the Insurance industry is looking for a Temp Client Services Administrator.
Key responsibilities
- 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
- 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)
- 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
- 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
- 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
- Office Administration
- Manage mail and fax
- Prepare statistical reports
- Assist with data capturing when required
- Encourage clients to complete the survey
- Fit and Proper Requirements
- Adhere and comply to FSB board notice in terms of FAIS
- 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 .za
ATripleA Recruitment and Temps
.za
About Other Insurance Jobs in Free State
The Other Insurance industry is an essential part of the financial services sector in Free State, South Africa, where it typically plays a crucial role in supporting various types of insurance products and policies. Generally, this field involves managing and administering claims, policyholder relationships, and risk management on behalf of insurance companies. The job market for Other Insurance professionals in Free State is often characterized by stability, with opportunities emerging across various sectors.
Typically, salaries for Other Insurance roles in the province can vary widely depending on factors such as experience, company size, and industry sector. Broadly speaking, junior positions may start within the range of R400 000 to R600 000 per annum, while senior roles can fall within the range of R800 000 to R1 200 000 or more, with certain exceptions that depend on individual circumstances. These figures are subject to change and may not reflect actual salaries at specific companies.
Common skills for successful Other Insurance professionals in Free State include strong analytical and problem-solving abilities, effective communication and interpersonal skills, and a solid understanding of insurance products and policies. Other important skills typically required include technical knowledge of insurance software and systems, data management expertise, and a keen eye for detail. Strong organizational and time-management skills are also essential, as is the ability to work well under pressure and manage multiple tasks simultaneously.
Industry sectors that commonly employ Other Insurance professionals in Free State include financial services sector, technology industry, manufacturing sector, and more. These roles often involve working with a wide range of stakeholders, including policyholders, agents, and other insurance professionals.
In terms of career development, Other Insurance professionals in Free State can expect to progress through various stages, from entry-level positions to senior roles. Opportunities for advancement are common, particularly within large organizations or those with strong reputations in the industry. With experience and additional training, individuals can move into specialist roles, such as claims management or underwriting, or take on leadership positions within their organization.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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