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

About the Role

Our client in the Insurance industry is seeking a Temp Client Services Administrator to join their team on a temporary basis. This role will provide an opportunity for you to gain valuable experience in client services administration and contribute to the success of our client’s 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)

• 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

Not specified.

Qualifications

None mentioned.