Client Services Administrator: Branch Administration - #305734

Assupol Life Ltd.

Date: 2 weeks ago
City: Port Elizabeth, Eastern Cape
Contract type: Full time

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
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 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
4. 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
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


  • Matric


  • Recognised Qualification as per the FSCA (Advantage)
  • RE 5
  • Registration as an Employee Representative (FSCA)
  • CPD
  • COB (Depending on DOFA)


  • 2 Years’ Experience in the Insurance Industry;
  • 1 Year Client Services
  • 1 Years’ experience in: Category A, B, C and retail benefits (Advantage)

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