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

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