Client Services Administrator; Insurance

Client Services  term insurance

Location:

East London

Salary: R16 000

Our client in the long term insurance industry is looking for a competent Client Services Administrator to provide professional first line support to clients and sales support.

Specifications:

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

· 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

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

Requirements:

· Matric

· Recognised 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

Atriple

A Recruitment and Temps