Menu Close

South Africa: Client Services Administrator (Long Term Insurance) posted by AtripleA recruitment & temps

Client Services Administrator (Long Term Insurance)

Posted on 2025-03-29

Job Summary

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 free ad on 2025-03-29 at 16:13:48 in the Insurance And Investments category

Click Go Apply to apply online!


You might also like these jobs in the same area.

Apply directly for this position. Please read all instructions carefully.

View Job  South Africa: Civil Engineer: Water

We do not process job applications; we simply aggregate and display job listings.

More related positions


Cape Town Region: Junior Business Development – Institutional Client Services

The Junior Business Development Finder will be responsible for identifying and procuring new business opportunities to foster organizational growth. This role necessitates an individual who is proactive and dynamic, possessing the ability to engage with po


View Job
Junior Business Development – Institutional Client Services

Cape Town City Centre: Business Analyst – Client Services Model

The Business Analyst will be responsible for analysing, designing, and optimising client service delivery models. The successful candidate will work closely with stakeholders, including operational teams, IT, and compliance, to enhance business processes,


View Job
Business Analyst – Client Services Model

Pretoria: Client Services Manager (Jb5146) posted by Kontak Recruitment

"Client Services Manager (JB5146)Pretoria, South AfricaSalary: R30 - 40 000 per monthEmployment Type: Permanent Workplace: In-Office Are you a natural leader with a passion for customer experience? Do you thrive in fast-paced financial environments? This i


View Job
Client Services Manager (Jb5146)

Cape Town: Business Analyst €“ Client Services Model posted by PBT Group

The Business Analyst will be responsible for analysing, designing, and optimising client service delivery models. The successful candidate will work closely with stakeholders, including operational teams, IT, and compliance, to enhance business processes,


View Job
Business Analyst €“ Client Services Model

Cape Town: Investment Client Services Consultant posted by Palesa Mbali Group

Purpose of the RoleThis role is based within the Retail Operations division, responsible for processing transactions and supporting clients and independent financial advisers. The primary objective is to uphold the companys high service standards by foster


View Job
Investment Client Services Consultant

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

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  South Africa: Technician – Dispensing Machines Montague Gardens

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

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

Johannesburg: Client Services Executive (Insurance) posted by AtripleA recruitment & temps

Client Services Executive (Insurance)Location: JohannesburgOur 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 admi


View Job
Client Services Executive (Insurance)

Pretoria: Senior Clerk: Il Client Services Liaison (Insurance) posted by AtripleA recruitment & temps

Senior Clerk: IL Client Services Liaison (Insurance)Location: Menlo Park, Gauteng South AfricaSalary: R15 600 - R18 000 p.m.Our client in the Insurance industry is looking for a Senior Clerk: IL Client Services Liaison to provide professional first line su


View Job
Senior Clerk

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

Location: Upington, Northern CapeSalary: R17 200 p.m.Our client in the Insurance industry is looking for a Client Services Administrator to provide professional first line support to clients and sales support.Key responsibilities Render client services Adh


View Job
Client Services Administrator (Insurance) – Upington

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

Location: Sasolburg, Free StateSalary: R17 200 p.m.Our client in the Insurance industry is looking for a Client Services Administrator to provide professional first line support to clients and sales support.Key responsibilities Render client services Adher

View Job  South Africa: Condition Monitoring Engineer (Mining - Plant) posted by MECS Africa

View Job
Client Services Administrator (Insurance) – Sasolburg

Jane Furse: Client Services Administrator (Insurance) – Limpopo posted by AtripleA recruitment & temps

Location: Jane Furse, LimpopoSalary: R17 200 p.m.Our client in the Insurance industry is looking for a Client Services Administrator to provide professional first line support to clients and sales support.Key responsibilities Render client services Adhere


View Job
Client Services Administrator (Insurance) – Limpopo

Mtubatuba: Client Services Administrator (Insurance) – Kzn posted by AtripleA recruitment & temps

Location: Mtubatuba, KZNSalary: R17 200 p.m.Our client in the Insurance industry is looking for a Client Services Administrator to provide professional first line support to clients and sales support.Key responsibilities Render client services Adhere to cl


View Job
Client Services Administrator (Insurance) – Kzn

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

Temp Client Services Administrator (Insurance)Location: Bloemfontein, Free StateSalary: R54 per hourOur client in the Insurance industry is looking for a Temp Client Services Administrator.Key responsibilities Render client services Adhere to client servi


View Job
Temp Client Services Administrator (Insurance)

South Africa: Senior Clerk: Il Client Services Liaison (Insurance) posted by AtripleA recruitment & temps

Senior Clerk: IL Client Services Liaison (Insurance)Location: Menlo Park, Gauteng South AfricaSalary: R15 600 - R18 000 p.mOur client in the Insurance industry is looking for a Senior Clerk: IL Client Services Liaison to provide professional first line sup


View Job
Senior Clerk

South Africa: Client Services Executive (Insurance) posted by AtripleA recruitment & temps

Client Services ExecutiveLocation: Constantia Kloof, JohannesburgSalary: R144 000.00 p.a. - R180 000.00 p.a. plus performance based bonusDescription:A JSE listed Short Term Insurance company has a vacancy for a Client Services Executive to join their team.


View Job
Client Services Executive (Insurance)

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

Client Services Administrator_Long term insuranceLocation: East LondonSalary: R16 000 p.mOur 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


View Job
Client Services Administrator (Insurance)

South Africa: Client Services Administrator (Long Term Insurance) posted by AtripleA recruitment & temps

Client Services Administrator_Long term insuranceLocation: Mitchell`s PlainSalary: R16 000 p.mOur client in the long term insurance industry is looking for a competent Client Services Administrator to provide professional first line support to clients and


View Job
Client Services Administrator (Long Term Insurance)

East London: Client Services Administrator (Long Term Insurance) posted by AtripleA recruitment & temps

Client Services Administrator_Long term insuranceLocation: East LondonSalary: R16 000 p.mOur 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


View Job
Client Services Administrator (Long Term Insurance)

Error making API request.
Share this to someone who needs a job:
Posted in Jobs in South Africa

More Jobs in Your Area