Client Services Administrator (Insurance)
Posted on 2025-04-27 16:10:22
| Company | AtripleA recruitment & temps |
|---|---|
| Salary | 15000 |
| Category | Other Insurance |
| Location | South Africa / Eastern Cape / Mthatha |
Job Summary
Should you meet the above requirements, please email your CV to with copy of ID, qualifications and latest payslip
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
• 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
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
• Submit any outstanding documentation as per Head Office request
• 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 (loan, partial surrender paid up)
• Inform relevant Sales Manager of the intended cancelation for retention
• As per clients request follow the standard cancelation procedure
4. Administrate demutualization process
• Capture client information
• Inform clients of status of their shares
• Update clients information on Aims systems
• Register and forward to Head office
5. Office Administration
• Manage mail and fax
• Prepare statistical reports
• Assist with data capturing when required
• Encourage clients to complete the survey
6. Fit and Proper Requirements
• Adhere and comply to FSB board notice in terms of FAIS
7. Documentation and filing procedures
• Keep record systems up to date
• File and keep documentation for a period as required by the legislation
Formal Education
- Matric
Technical/Legal Certification
- Recognised Qualification as per the FSB
- RE 5
- Registration as an Employee Representative (FSB)
Experience
• 2 Years’ Experience in the Insurance Industry;
• 1 Year Client Services
• 1 Years’ experience in: Category A, B, C and retail benefits (Advantage)
Knowledge
• Legislation
• Insurance Products
Skills
• Communication
• Computer
• Telephone Etiquette
• Interpersonal Skills
Attributes
• Friendly
• Professional
• Empathy
Other Special Requirements
• Must be client orientated
Salary: R15 000-00 ctc per month
EE:
Closing Date: 17 February 2017
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