14.03.2024
Client Services Administrator (Insurance)
A triple A Recruitment
South Africa, East London
Client Services Administrator (Insurance) Client Services Administrator_Long term insurance Location: East London 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 · 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: · Recognised Qualification as per the FSB · Registration as an Employee Representative (FSB) · 2 Years’ Experience in the Insurance Industry; · 1 Years’ experience in: Category A, B, C and retail benefits Please provide ALL the information requested below, to submit your CV: Your first name: Your surname: Your email address Attach the files below Files must be: Smaller than 3 megabytes each Either MS Word, PDF, Jpeg images or text (txt) files Attach your CV: Attach a copy of your ID: Attach a recent payslip: I agree that AtripleA Recruitment&Temps may collect my personal information as submitted, and make use of this information as set out in the Privacy Policy#J-18808-Ljbffr
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