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

FORMAL EDUCATION

  • Matric

?TECHNICAL/LEGAL CERTIFICATION

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

?EXPERIENCE

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

How to apply

To apply for this job you need to authorize on our website. If you don't have an account yet, please register.

Post a CV

Partners Jobs

WAREHOUSE ADMINISTRATOR - FMCG (FIRGROVE)

Port Elizabeth, Eastern Cape
28/02/2024
Requirements Supply Chain, Warehouse or Logistics qualification (Not negotiable) Matric with Mathematics Computer literate 3 - 5 Years experience in warehousing By submitting any Personal Information to MPRTC in any form you acknowledge that such conduct constitutes a reasonable unconditional,...

Tax Administrator

Port Elizabeth, Eastern Cape
150000 Annually
28/02/2024
Company and Job Description: This established Audit and Consulting firm is looking for a key resource in their Tax team. This position will allow you to work with multinational and locally based companies that will broaden your experience. Have the...

Business Development Administrator

Port Elizabeth, Eastern Cape
15000 Monthly
28/02/2024
A leading developer, owner and operator of electricity generation assets in Africa. Its experienced team of professionals have built a diverse portfolio of independent power plants, in jurisdictions across Africa, with further growth across Africa under development. This role will...