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Client Services Administrator - Long Term Insurance in KwaZulu-Natal - AtripleA Recruitment & Temps

AtripleA Recruitment & Temps
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AtripleA Recruitment and Temps was established in 1999. Its success in the Recruitment Industry has allowed us to deliver an efficient and trustworthy service to both employer and employee. You need anybody-we'll get them! www.aaaa.co.za www.slmedia.co.za www.atriplea.co.za 082 921 2439 Recruiter from sector Human Resources, located in Gauteng, From 1 to 10 workers

    About this job ad 15 November

    Province

  • Ugu, KwaZulu-Natal
  • Description


  • Location: Port Shepstone
    Salary: R16 097.00 with company benefits
    Our client is looking for a Client Services Administrator to provide professional first line support to clients and sales support.
    Job Description:
    • Render client services
    o Adhere to client service procedures: maturities, policy contracts, loan
    o 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 loan requests
    o Collate all documents required for loan application e.g. positive identification of client
    o Verify and ensure clients forms are completed correctly.
    o Validate and pre-assess whether the client qualifies for a loan
    o Make preliminary decision on the loan application and inform clients thereof
    o Submit all required forms to Head Office for processing
    o Update and make notes on system
    o Follow up with Head office and update clients on application progress, outcome or until finalized
    o Advise client on repayment terms of loan (TCF)
    • 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 Assist with data capturing when required
    o Encourage clients to complete the survey
    • Fit and Proper Requirements
    o Adhere and comply to FSB board notice in terms of FAIS
    • Documentation and filing procedures
    o Keep record systems up to date
    o File and keep documentation for a period as required by the legislation
    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: Category A, B, C and retail benefits (Advantage)
    Send your CV and latest payslip to ****************
    AtripleA Recruitment and Temps
    **********************

  • Requirements

  • Years of experience: 2
  • Language(s): English
  • Driver's license: C1 ,EB
  • Availability for travel: No
  • Availability for change of residence: No

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