Date | 2024-06-08 |
---|---|
Job Title | Client Services Administrator (Long Term Insurance) |
Employer | AtripleA recruitment & temps More Information |
Salary | 16000 |
Category | Insurance And Investments |
Location |
South Africa / South Africa |
Job Summary
Mitchell`s Plain
Permanent
R16000
Client Services Administrator_Long term insurance
Location: Mitchell`s Plain
Salary:
R16 000 p.m
Our client in the long term insurance industry is looking for a competent Client Services Administrator to provide professional first line support to clients and sales support.
Specifications:
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
• 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
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
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
Send your CV and latest pay slip to AtripleA recruitment & temps
Client Services Administrator (Long Term Insurance) position available in South Africa, South Africa. This job position was posted by AtripleA recruitment & temps. The job has been posted as a premium ad on 2024-06-08 at 07:18:50 in the Insurance And Investments category
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