Job Description
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
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Finance/Accounting Jobs in Free State
In the Free State province of South Africa, the finance and accounting sector is a vital component of the regional economy, driving growth and development across various industries. Typically, job opportunities in this field are available across a range of sectors, including financial services, technology, manufacturing, and agriculture. Generally, these roles involve providing expert advice on financial management, budgeting, and forecasting to support business decision-making.
The salary range for finance and accounting professionals in the Free State is generally broad, with experienced candidates commanding higher salaries than entry-level roles. Typically, salaries can range from R500 000 to R1,5 million per annum, although this can vary widely depending on factors such as experience, company size, industry sector, and specific job requirements. It’s essential to note that actual salaries may differ significantly from these broad ranges.
Common skills required for finance and accounting roles in the Free State include proficiency in financial software and systems, strong analytical and problem-solving skills, excellent communication and interpersonal skills, attention to detail, organisational ability, and a solid understanding of financial principles and regulations. Other important skills often include data analysis, budgeting, forecasting, and financial reporting.
Industry sectors that commonly employ finance and accounting professionals in the Free State include the financial services sector, technology industry, manufacturing sector, and agriculture. These roles may involve working closely with clients or stakeholders to provide expert advice on financial matters, managing financial systems and processes, and preparing financial reports and statements.
For career development, finance and accounting professionals in the Free State can expect opportunities for advancement into senior roles, such as financial manager or controller, or into specialist positions like tax advisor or forensic accountant. With experience and further education, candidates can also pursue careers in related fields like business consulting or financial planning.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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