Welkom: Office Administrator_Temp (Finance) posted by AtripleA recruitment & temps

About the Role

We are seeking a highly skilled and experienced Office Administrator to join our team in Welkom. The successful candidate will provide professional first-line support to clients, capture group new business policies, and administer claims, cancellations, and demutualization processes. Our client is looking for someone with excellent communication skills, strong organizational abilities, and a passion for delivering exceptional customer service.

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 (TCF)
• Inform clients and update changes to their policy (TCF)
• Liaise with relevant departments to gather information to resolve clients’ queries
• Administer 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
• Advise clients on cancellations:
• 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
• 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
• Communicate with office manage with regards to office logistics
• Process and administrate application forms:
• Check and validate application forms for quality control
• Follow the capturing procedure
• Send incomplete applications back to Office Managers
• Process application form on system
• Follow up on outstanding documentation with Office Manager

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)

Qualifications

Recognized Qualification as per the FSB

Salary & Benefits

R16 000