Client Services Administrator (Insurance)

Our client is seeking a CLIENT SERVICES ADMINISTRATOR to join their team in Mthatha / Umtata, Eastern Cape.

Should you meet the above requirements, please email your CV to hilda@aaaa.co.za with copy of ID, qualifications and latest payslip.

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
   • Inform clients and update changes to their policy
   • 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 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 requestKeep claims register up to date
3. Advise clients on cancellations
   • Advise the client of the process and disadvantages of cancellation
   • Retain the policy by proposing different options (loan, partial surrender paid up)
   • Inform relevant Sales Manager of the intended cancellation for retention
   • As per clients request follow the standard cancellation procedure
4. Administrate demutualization process
   • Capture client information
   • Inform clients of status of their shares
   • Update clients information on Aims systems
   • Register and forward to Head office
5. Office Administration
   • Manage mail and fax
   • Prepare statistical reports
   • Assist with data capturing when required
   • Encourage clients to complete the survey
6. Fit and Proper Requirements
   • Adhere and comply to FSB board notice in terms of FAIS
7. Documentation and filing procedures
   • Keep record systems up to date
   • File and keep documentation for a period as required by the legislation

Formal Education

• Matric

Technical/Legal Certification

• Recognised Qualification as per the FSB
• RE 5
• Registration as an Employee Representative (FSB)

Experience

• 2 Years' Experience in the Insurance Industry
• 1 Year Client Services
• 1 Year experience in Category A, B, C and retail benefits (Advantage)

Knowledge

• Legislation
• Insurance Products

Skills

• Communication
• Computer
• Telephone Etiquette
• Interpersonal Skills

Attributes

• Friendly
• Professional
• Empathy

Other Special Requirements

• Must be client orientated

Salary

R15 000-00 ctc per month

EE

EE:

Closing Date

17 February 2017

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