South Africa: Client Services Administrator (Long term insurance) posted by AtripleA recruitment & temps

About the Role

Our client in the long term insurance industry is seeking a competent Client Services Administrator to provide professional first line support to clients and sales support. The ideal candidate will be responsible for delivering exceptional client service, processing claims, and performing various administrative tasks.

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

• Inform clients and update changes to their policy

• 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

• Administer 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 cancellations:

• Advise the client of the process and disadvantages of cancellation

• Retain the policy by proposing different options (loan, partial surrender paid up)

• Inform relevant Sales Manager of the intended cancelation for retention

• As per clients request follow the standard cancelation procedure

• Administer demutualization process:

• Capture client information

• Inform clients of status of their shares

• Update clients 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

Requirements

• Matric
• Recognised 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

Qualifications

No specific qualifications mentioned.

Salary & Benefits

R16 000 p.m