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Pretoria: Client Services Administrator (Insurance) – Upington posted by AtripleA recruitment & temps

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Job Description

About the Role

Our client in the Insurance industry is seeking a Client Services Administrator to provide professional first line support to clients and sales support. The ideal candidate will render exceptional client services, administate claims, advise clients on cancellations, and maintain office administration tasks. As a key member of our team, you will ensure the success of our insurance operations by providing top-notch support to clients and internal stakeholders.

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
  • Administate 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
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Requirements

  • Formal Education: Matric, 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 Year experience in Category A, B, C and retail benefits

Salary & Benefits

Salary: R17 200 p.m.

How to Apply

Send your CV and latest pay slip to .za

About Other Insurance Jobs in Gauteng

The Other Insurance (OI) industry is a significant sector in Gauteng, South Africa, offering a range of career opportunities for professionals with the right skills and experience. Typically, OI roles are in demand across various industries, including financial services, technology, and manufacturing, as companies seek to manage and mitigate risks associated with their operations.

Generally, OI specialists in Gauteng can expect salaries that vary widely depending on factors such as level of experience, company size, and industry sector. While broad salary ranges cannot be provided due to the variable nature of these factors, it is common for experienced OI professionals to earn between R600 000 and R1 200 000 per annum, while entry-level roles may start at around R300 000 to R500 000 per annum. However, salaries can fluctuate depending on individual circumstances.

Common skills required for OI roles in Gauteng include expertise in financial management, risk analysis, data interpretation, communication, and project management. Other essential skills often include proficiency in insurance software, analytical thinking, problem-solving, and the ability to work under pressure. Many OI professionals also hold relevant certifications or degrees in fields such as actuarial science, business administration, or economics.

The financial services sector is a significant employer of OI professionals in Gauteng, with other industries such as technology and manufacturing also commonly hiring for these roles. Other sectors that may employ OI specialists include healthcare, construction, and logistics. In terms of career development, many OI professionals in Gauteng progress to senior roles within their current organisations or move into related fields such as risk management, auditing, or claims handling.

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For those seeking a career in OI, it is essential to develop a broad range of skills and experience, often through formal education and training. Many OI professionals in Gauteng have pursued certifications such as the Fellow of the Institute of Actuaries (FIA) or the Chartered Insurance Practitioner (CIP). Building strong relationships with clients, colleagues, and stakeholders is also crucial for success in this field.


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



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