Office Administrator

Company:AtripleA Recruitment and Temps
Location:Welkom, 2000
Job Category:
Full time
Employment Type:Full time
Salary:16 000

Fax your CV to 0864417025

Job Description:

Office Administrator
Location: Welkom
Salary: R16 000
Our client is looking for an Office administrator to provide professional first line support to clients and sales support and capture group new business policies.
  • 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 
  • 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
  • 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 client’s request follow the standard cancelation procedure
  • Administrate demutualization process
    • Capture client information  
    • Inform clients of status of their shares 
    • Update client’s information on Aims systems 
    • Register and forward to Head office
  • Office Administration
    • Manage mail and fax 
    • Prepare statistical reports
    • Communicate with office manage with regards to office logistics
  • Documentation and filing procedures
    • Keep record systems up to date 
    • File and keep documentation for a period as required by the legislation
  • Process and administrate application forms
    • Check and validate application forms for quality control
    • Follow the capturing procedure 
    • Send incomplete applications back to Office Managers
    • Process application form on system 
    • Follow up on outstanding documentation with Office Manager
    • Liaise with New Business department on outstanding and provide feedback to Office Managers
    • Email scanned successful application forms to New business department
    • Capture a minimum of required policies per day
  • Send captured application forms to Head Office for archiving
    • Register successful applications 
    • Send the original application form for tick off process
    • Follow up on all outstanding requirements from tick off 

Job 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 data capturing
  • 1 Years’ experience in: Category A, B, C and retail pension benefits (Advantage)
Send your CV and latest pay slip to
AtripleA Recruitment and Temps

Fax your CV to 0864417025

Company Info

Location:Pretoria, 2000