Office Administrator_Temp (Finance)

Office Administrator

Location: Welkom

Salary: R16 000

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
  • 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
  • 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
• 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 request
  • Keep claims register up to date
• 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 client's request follow the standard cancellation procedure
• 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
• Documentation and filing procedures
  • Keep record systems up to date
  • File and keep documentation for a period as required by the legislation
• 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
  • Liaise with New Business department on outstanding and provide feedback to Office Managers
  • Email scanned successful application forms to New business department
  • Capture a minimum of required policies per day
• Send captured application forms to Head Office for archiving
  • Register successful applications
  • Send the original application form for tick off process
  • Follow up on all outstanding requirements from tick off

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