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Middelburg: Client Service Administrator

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

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