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Free State: Temp Client Services Administrator posted by AtripleA recruitment & temps

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Job Description

About the Role

Our client in the Insurance industry is seeking a Temp Client Services Administrator to join their team on a temporary basis. As a key member of the client services team, you will be responsible for providing exceptional client service and administration support to ensure the smooth operation of the business.

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)

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• 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

Salary & Benefits

Salary details not specified.

How to Apply

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

About Other IT/Computer Jobs in Free State

The IT and computer industry is a dynamic and growing sector in Free State, South Africa, typically offering a range of job opportunities for individuals with the right skills and experience. Generally, this field is driven by the need for technology to support various sectors, including finance, manufacturing, and healthcare. As a result, careers in IT and computer science are often sought after, particularly among young professionals and those looking to transition into the industry.

Typically, salaries for roles within the IT and computer industry can vary widely depending on factors such as experience, company size, and industry sector. Broadly speaking, entry-level positions may offer salary ranges of R400 000 – R600 000 per annum, while senior roles can command higher salaries, often in excess of R1 million per annum. However, it is essential to note that actual salaries can vary significantly depending on the specific circumstances, and these figures should be taken as rough estimates rather than exact values.

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Common skills for roles within the IT and computer industry include proficiency in programming languages such as Java or Python, experience with software development methodologies like Agile, knowledge of data analytics and machine learning algorithms, and understanding of cybersecurity principles. Additionally, many employers also value strong communication and problem-solving skills, as well as the ability to work collaboratively as part of a team.

Industry sectors that commonly employ IT and computer professionals include the financial services sector, technology industry, manufacturing sector, and public sector institutions. These roles often require individuals to be adaptable and flexible, with a willingness to learn new technologies and apply them in innovative ways.

Career development opportunities within the IT and computer industry are numerous and varied. Typically, experienced professionals can move into senior leadership positions or take on specialist roles, such as cloud architect or cybersecurity consultant. Many employers also invest in ongoing training and development programs, allowing employees to upskill and reskill throughout their careers. With a strong foundation of skills and experience, individuals can enjoy long-term career prospects and professional growth within this dynamic and rewarding field.


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



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