Client Services Administrator: Branch Administration

at  Assupol

Soweto, Gauteng, South Africa -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate20 Jan, 2025Not Specified21 Oct, 20241 year(s) or aboveClient Services,CNoNo
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Description:

Description
To provide professional first line support to clients and sales support

  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 (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
  1. 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
  1. Advise clients on cancelations
  • 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 clients request follow the standard cancelation procedure
  1. 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
  1. Office Administration
  • Manage mail and fax
  • Prepare statistical reports
  • Assist with data capturing when required
  • Encourage clients to complete the survey
  1. Fit and Proper Requirements
  • Adhere and comply to FSB board notice in terms of FAIS
  1. 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

EXPERIENCE

  • 2 Years’ Experience in the Insurance Industry;
  • 1 Year Client Services
  • 1 Years’ experience in: Category A, B, C and retail benefits (Advantage)
    Work Level
    Junior
    Job Type
    Permanent
    Salary
    Market Related
    EE Position
    No
    Location
    Soweto

Responsibilities:

Please refer the Job description for details


REQUIREMENT SUMMARY

Min:1.0Max:2.0 year(s)

Financial Services

Banking / Insurance

Finance

Graduate

Proficient

1

Soweto, Gauteng, South Africa