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East London: Client Services Administrator (Long term insurance) posted by AtripleA recruitment & temps

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Job Description

Client Services Administrator_Long term insurance

Location: East London

Salary: R16 000 p.m

Our client in the long term insurance industry is looking for a competent Client Services Administrator to provide professional first line support to clients and sales support.

Specifications:

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

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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

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

Send your CV and latest pay slip to .za

AtripleA Recruitment and Temps

.za

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Other Insurance Jobs in Eastern Cape

The Other Insurance sector is a significant player in the financial services industry, particularly in the Eastern Cape region of South Africa. Typically, this field is characterized by a moderate growth rate, driven by the increasing need for risk management and financial protection solutions among individuals and businesses. As a result, job seekers in this area can expect to find a relatively stable and secure employment market.

In terms of compensation, salaries for Other Insurance professionals in Eastern Cape are generally within the range of R500 000 to R1 000 000 per annum, although this can vary widely depending on factors such as level of experience, company size, industry sector, and specific role requirements. It is essential to note that these figures are broad estimates and should be used as a rough guide only.

Common skills required for Other Insurance roles include strong analytical and problem-solving abilities, excellent communication and interpersonal skills, proficiency in insurance software and systems, and a solid understanding of financial regulations and industry standards. Additionally, professionals in this field often possess technical knowledge in areas such as risk management, policy underwriting, and claims processing. Other valuable skills may include business acumen, leadership abilities, and strategic thinking.

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The Other Insurance sector is commonly found in industries such as the financial services sector, technology industry, and manufacturing sector, among others. These sectors require specialized expertise to navigate complex regulatory environments, manage risk, and develop effective insurance solutions for their customers. As a result, professionals with experience in these areas are often in high demand.

Career development opportunities for Other Insurance professionals are numerous, with potential paths including senior management roles, consulting positions, or specialized fields such as actuarial science or risk management. With continued education and training, individuals can enhance their skills, expand their expertise, and move into more senior or specialized roles within the industry.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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