Client Services Administrator_Long Term Insurance

Company:AtripleA Recruitment and Temps
Location:Durban, 2000
Admin-ClericalCustomer ServiceInsurance
Job Category:
Admin-Clerical, Customer Service, Insurance
Full time
Employment Type:Full time
Salary:16 000
Posted:12.05.2017

Fax your CV to 0864810551

Job Description:

Our client is looking for a Client Services Administrator to provide professional first line support to clients and sales support.
 
Job Description:
·         Render client services 
o   Adhere to client service procedures: maturities, policy contracts, loan
o   applications, cancellations, amendments, financial and general enquiries
o   Update client personal details and AIMS notes
o   Provide correct and accurate advice to clients on products and services (TCF)
o   Inform clients and update changes to their policy (TCF)
o   Liaise with relevant departments to gather information to resolve clients’ queries
o   Maintain required business retention rate
o   Handle all complaints and enquiries
o   Escalate complaints to Office Manager and Complaints Handling Officer
o   Follow complaints procedure
o   Handle all incoming calls and walk-in clients
·         Administrate loan requests
o   Collate all documents required for loan application e.g. positive identification of client
o   Verify and ensure clients forms are completed correctly.  
o   Validate and pre-assess whether the client qualifies for a loan
o   Make preliminary decision on the loan application and inform clients thereof 
o   Submit all required forms to Head Office for processing
o   Update and make notes on system
o   Follow up with Head office and update clients on application progress, outcome or until finalized 
o   Advise client on repayment terms of loan (TCF)
·         Administrate Claims 
o   Verify claims documents as per standard procedure 
o   Assist clients with the completion of claim forms
o   Submit all claims received to Head office 
o   Submit any outstanding documentation as per Head Office request  
o   Keep claims register up to date
·         Advise clients on cancelations 
o   Advise the client of the process and disadvantages of cancelation 
o   Retain the policy by proposing different options (loan, partial surrender paid up)
o   Inform relevant Sales Manager of the intended cancelation for retention
o   As per client’s request follow the standard cancelation procedure
·         Administrate demutualization process
o   Capture client information  
o   Inform clients of status of their shares 
o   Update client’s information on Aims systems 
o   Register and forward to Head office
·         Office Administration
o   Manage mail and fax
o   Prepare statistical reports
o   Assist with data capturing when required
o   Encourage clients to complete the survey
·         Fit and Proper Requirements
o    Adhere and comply to FSB board notice in terms of FAIS
·         Documentation and filing procedures
o   Keep record systems up to date 
o   File and keep documentation for a period as required by the legislation
 
Requirements:
·         Matric
·         Recognized 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 (Advantage)

​Send your CV and latest pay slip to cathy@aaaa.co.za
AtripleA Recruitment and Temps
www.aaaa.co.za

Fax your CV to 0864810551


Company Info

Location:Pretoria, 2000