Welkom: Office Administrator_Temp (Finance) posted by AtripleA recruitment & temps
Posted on 2025-05-21 00:00:00
| Employer | AtripleA recruitment & temps |
|---|---|
| Category | Other Finance/Accounting |
| Location | Free State / Welkom |
Job Summary
Location: Welkom
Salary: R16 000
Our client is looking for an Office administrator to provide professional first line support to clients and sales support and capture group new business policies.
Requirements:
• 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 years’ experience in data capturing
• 1 Years’ experience in: Category A, B, C and retail pension benefits (Advantage)
Responsibilities:
• Render client services
o Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries
o Update client personal details and AIMS notes
o Provide correct and accurate advice to clients on products and services (TCF)
o Inform clients and update changes to their policy (TCF)
o Liaise with relevant departments to gather information to resolve clients’ queries
o Maintain required business retention rate
o Handle all complaints and enquiries
o Escalate complaints to Office Manager and Complaints Handling Officer
o Follow complaints procedure
o Handle all incoming calls and walk-in clients
• Administrate Claims
o Verify claims documents as per standard procedure
o Assist clients with the completion of claim forms
o Submit all claims received to Head office
o Submit any outstanding documentation as per Head Office request
o Keep claims register up to date
• Advise clients on cancelations
o Advise the client of the process and disadvantages of cancelation
o Retain the policy by proposing different options (loan, partial surrender paid up)
o Inform relevant Sales Manager of the intended cancelation for retention
o As per client’s request follow the standard cancelation procedure
• Administrate demutualization process
o Capture client information
o Inform clients of status of their shares
o Update client’s information on Aims systems
o Register and forward to Head office
• Office Administration
o Manage mail and fax
o Prepare statistical reports
o Communicate with office manage with regards to office logistics
• Documentation and filing procedures
o Keep record systems up to date
o File and keep documentation for a period as required by the legislation
• Process and administrate application forms
o Check and validate application forms for quality control
o Follow the capturing procedure
o Send incomplete applications back to Office Managers
o Process application form on system
o Follow up on outstanding documentation with Office Manager
o Liaise with New Business department on outstanding and provide feedback to Office Managers
o Email scanned successful application forms to New business department
o Capture a minimum of required policies per day
• Send captured application forms to Head Office for archiving
o Register successful applications
o Send the original application form for tick off process
o Follow up on all outstanding requirements from tick off
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