Client Services Administrator (Insurance) - KZN

Location: Mtubatuba, KZN

Salary: R17 200 p.m.

Our client in the Insurance industry is looking for a Client Services Administrator to provide professional first line support to clients and sales support.

Key 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 request
   • Keep claims register up to date

3. 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
   • As per client's request follow the standard cancelation procedure

4. 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

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

Requirements

• Formal Education
• 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: Category A, B, C and retail benefits (Advantage)

Send your CV and latest pay slip to hilda@aaaa.co.za

ATripleA Recruitment and Temps

www.aaaa.co.za

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