Temp Client Services Administrator
Posted on 2025-04-27 16:08:50
| Company | AtripleA recruitment & temps |
|---|---|
| Salary | 9720 |
| Category | Other IT/Computer |
| Location | South Africa / Free State / Free State |
Job Summary
Key responsibilities
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 loan requests
• Collate all documents required for loan application e.g. positive identification of client
• Verify and ensure clients forms are completed correctly.
• Validate and pre-assess whether the client qualifies for a loan
• Make preliminary decision on the loan application and inform clients thereof
• Submit all required forms to Head Office for processing
• Update and make notes on system
• Follow up with Head office and update clients on application progress, outcome or until finalized
• Advise client on repayment terms of loan (TCF)
3. 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
4. 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
5. 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
6. Office Administration
• Manage mail and fax
• Prepare statistical reports
• Assist with data capturing when required
• Encourage clients to complete the survey
7. Fit and Proper Requirements
• Adhere and comply to FSB board notice in terms of FAIS
8. Documentation and filing procedures
• Keep record systems up to date
• File and keep documentation for a period as required by the legislation
Requirements
• 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 Years’ experience in: Category A, B, C and retail benefits (Advantage)
• Matric
Send your CV and latest pay slip to
ATripleA Recruitment and Temps
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