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 with copy of ID, qualifications and latest payslip. 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 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 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 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 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 Office Administration Manage mail and fax Prepare statistical reports Assist with data capturing when required Encourage clients to complete the survey Fit and Proper Requirements Adhere and comply to FSB board notice in terms of FAIS 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 R ctc per month EE EE: Closing Date 17 February 2017 #J-18808-Ljbffr
Client Services Administrator (Insurance)
ATRIPLEA RECRUITMENT & TEMPS
mthatha, mthatha
Published 14 days ago
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