Mthatha: Client Services Administrator (Insurance) posted by AtripleA recruitment & temps

About the Role

Our client is seeking a Client Services Administrator to join their team in Mthatha / Umtata, Eastern Cape. The ideal candidate will be responsible for providing excellent client service, administering claims, and performing various administrative tasks.

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

• 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

• Administer 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 cancellations

• 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

• Administer demutualization process

• Capture client information

• Inform clients of status of their shares

• Update clients 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

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 (Advantage)

Qualifications

Formal Education:

• Matric

Technical/Legal Certification:

• Recognised Qualification as per the FSB
• RE 5
• Registration as an Employee Representative (FSB)

Salary & Benefits

R15 000-00 ctc per month

Fit and Proper Requirements

Adhere and comply to FSB board notice in terms of FAIS