Date | 2024-10-25 |
---|---|
Job Title | Client Service Administrator |
Employer | More Information |
Salary | |
Category | Customer Service Support |
Location |
Greater Groblersdal / Middelburg |
Job Summary
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 (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 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 Qualifications: – Matric Technical/Legal Certification – Recognised Qualification as per the FSCA (Advantage) – RE 5 – Registration as an Employee Representative (FSCA) – CPD – COB (Depending on DOFA) Experience – 2 Years Experience in the Insurance Industry; – 1 Year Client Services – 1 Years experience in: Category A, B, C and retail benefits (Advantage)
Client Service Administrator position available in Greater Groblersdal, Middelburg. This job position was posted by . The job has been posted on 2024-10-25 in the Customer Service Support category
Click Go Apply to apply online!
You might also like to look at the available jobs in the same area.
Apply directly for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.
We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.
Here are some more related positions
Middelburg: Client Service Administrator
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 advi
View Job
Client Service Administrator
Cape Town City Centre: Client Service Consultant
Key Responsibilities: Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts Communicate with clients on the company product range in a court
View Job
Client Service Consultant
Tokai: Client Services Consultant Onboarding
Well-respected fund services client`s transfer agency team seeks a Client Service Consultant to join them. This role has a focus on the client onboarding function. Responsibilities: Manage client onboarding process, account creation for individuals and leg
View Job
Client Services Consultant Onboarding
South Africa: Client Service Consultant | Westlake
Job Title: Client Service Consultant Reporting Line: Team Leader Onboarding Location: Westlake, Cape Town Purpose of the Role As a Client Onboarding Champion, you will play a pivotal role in ensuring a seamless onboarding experience for clients, acting as
View Job
Client Service Consultant | Westlake
Cape Town City Centre: Client Services Coordinator
Who we are: We are a holistic branding and communication agency. What we do: We work with clients to define, create and market meaningful brands. What we are looking for: We are looking for a Client Services Coordinator to support the Account Manager in th
View Job
Client Services Coordinator
Cape Town City Centre: It Service Delivery Manager – Clients/Vendors/Stakeholders
Minimum requirements: Graduate, Preference for B.E. / B. Tech with industry-recognized certifications like ITIL / ITSM, PMPITIL Certification essential Must be able to work in a 24/7 environment - 14:00 - 23:00 and 15:00 - 24:00 IT Service Management and D
View Job
It Service Delivery Manager – Clients/Vendors/Stakeholders
South Africa: Client Service Consultant: Onboarding | Cape Town
Our client`s Transfer Agency Client Service team is committed to delivering exceptional client service to all investors in a timely and accurate manner. As the liaison between clients and the broader operational teams, the Client Service Consultant plays a
View Job
Client Service Consultant
Cape Town City Centre: Onboarding Client Service Consultant
Key Responsibilities: Ensure the correct capturing all regulatory classifications (FATCA, OECD, ASISA, SARB) Ensure the correct capturing all tax classifications (DWT, IWT) and ensuring the clients tax details have been recorded appropriately Review all st
View Job
Onboarding Client Service Consultant
Cape Town: Client Contact Centre Service Administrator posted by JenRecruitment
A vacancy exists for an Inbound Client Contact Centre and Correspondence Administrator in our Client Contact Department based in Claremont (Cape Town). Applicants must have a thorough understanding of medical aid operations or insurance policy administrat
View Job
Client Contact Centre Service Administrator
Johannesburg: Account Manager – Client Services posted by Liham Consulting Pty (Ltd)
Job Description:Extensive IT sales experience with emphasis on client service operations, including end-user devices (printing, laptops, desktops)Must have experience with ensuing that sales targets are met Serve as a liaison between the company and their
View Job
Account Manager – Client Services
Johannesburg: Client Services (Fais / Brokerage – Commodities / Otc / Jse) – 7 Month Contract posted by Isilumko Staffing
One of the TOP banks in S.A. is looking for an experienced Client Service Consultant to join their JHB team on a 6-month contract. Qualifications and experience:3 years` client service experience in a Broker environmentMust have product knowledge: JSE Equi
View Job
Client Services (Fais / Brokerage – Commodities / Otc / Jse) – 7 Month Contract
Johannesburg: Client Service Officer – Banking (5 Month Contract) posted by Isilumko Staffing
Role Overview:As a Client Service Officer, you will be pivotal in delivering outstanding service across our trading and investment platforms. You will act as a key contact for traders and investors, offering guidance on stock market investments and OSTs of
View Job
Client Service Officer – Banking (5 Month Contract)
Cape Town: Client Service / Customer Service / Financial Advisor / Codes Administrator (12-Month Contract) – Asset Management – Investment – Banking – Wealth posted by Isilumko Staffing
One of the TOP banks in S.A. is seeking an experienced Customer Service / Client Service Consultant to join their branch in Cape Town on a 12-month contract. Qualifications and experience: Post Grad - MUSTDegree - MUSTNo less than 2 years` experience with
View Job
Client Service / Customer Service / Financial Advisor / Codes Administrator (12-Month Contract) – Asset Management – Investment – Banking – Wealth
Cape Town: Investment Client Service Specialist posted by Rory Mackie & Associates
Overview: Our client, a well-established hedge fund manager, with a long history of delivering excellent returns, is seeking a Client Service Specialist to join their team. The ideal candidate would be friendly and highly skilled in client service, ensurin
View Job
Investment Client Service Specialist
South Africa: Head Of Client Services (Financial Services) posted by Sagen Advisory
A London (UK) based venture-backed fintech business is looking to appoint a Head of Client Services. This will be a remote work opportunity. The business with global banks and money services businesses, providing market data and analytics and an FX trading
View Job
Head Of Client Services (Financial Services)
Cape Town: Client Services Administrator 6 Months Contract posted by Isilumko Staffing
We are seeking a dynamic and well-spoken Client Services Consultant to join our team in Cape Town. The core purpose of this role is to build engagement, trust, and long-lasting relationships with investors and financial planners through the delivery of exc
View Job
Client Services Administrator 6 Months Contract
Cape Town: Client Services Consultant – 12 Month Contract posted by Isilumko Staffing
Job ResponsibilitiesClient Engagement:Respond to client needs by offering the right service and solution.Build client trust by applying your expertise and experience to do good for your client.Educate clients and potential clients on how to subscribe and s
View Job
Client Services Consultant – 12 Month Contract
Johannesburg: Client Services Administrator posted by Isilumko Staffing
A top company in the insurance industry is seeking a Client Services Administrator to start in their Branch administration department in Rustenburg.PurposeTo provide professional first line support to clients and sales supportResponsibilitiesRender client
View Job
Client Services Administrator
Rustenburg: Client Services Administrator posted by Isilumko Staffing
Providing first-line support to clients and sales support such as:1. Rendering client services.2. Administrating claims.3. Advising clients.4. Office administration.5. Documentation and filing. Educational requirements:Matric (Grade 12) Technical requireme
View Job
Client Services Administrator
Cape Town: Client Service Manager posted by Ditto Hire
Ditto Hire / Ditto Jobs is looking for a Client Service Manager to constantly reshape the way we create value in our partnerships with top-tier brands and companies. We move quickly and experiment with new strategies and ways of adding value to our new and
View Job
Client Service Manager
Cape Town: Client Service Consultant: Onboarding | Cape Town posted by The Recruitment Council
Our client`s Transfer Agency Client Service team is committed to delivering exceptional client service to all investors in a timely and accurate manner. As the liaison between clients and the broader operational teams, the Client Service Consultant plays a
View Job
Client Service Consultant
Johannesburg: Senior Client Services Analyst posted by IOCO
We are seeking a Senior Client Service Analyst to join our team. As a seasoned Senior Client Services Analyst, your role is to provide professional advice and support on systems and services to clients across various markets and services, including special
View Job
Senior Client Services Analyst
Roodepoort: Client Services Executive (Insurance) posted by AtripleA recruitment & temps
A JSE listed Short Term Insurance company has a vacancy for a Client Services Executive to join their team. The ideal candidate has great communication skills and is computer literate. The main duty of the role is to service policies and to liaise with Hig
View Job
Client Services Executive (Insurance)
Johannesburg: Client Services Executive posted by AtripleA recruitment & temps
Our client in the Insurance industry is looking for a Client Services Executive. The candidate will be working in the underwriting department, with tasks that includes client services, general administration on current policies. Key responsibilities •
View Job
Client Services Executive
Free State: Temp Client Services Administrator posted by AtripleA recruitment & temps
Our client in the Insurance industry is looking for a Temp Client Services Administrator.Key responsibilities 1. Render client services • Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments,
View Job
Temp Client Services Administrator
Email Alerts
Click the button below and submit your email to receive email alerts with the latest jobs.
This service is offered by Result Generation
We do not save your information, and your email is the only information we forward to the service.
If you wish to unsubscribe, please click here