Job Title: Client Services Administrator (Insurance)
Company:AtripleA Recruitment & Temps
Job description: Job Summary Our client is seeking a CLIENT SERVICES ADMINISTRATOR to join their team inMthatha / Umtata, Eastern CapeShould you meet the above requirements, please email your CV to with copy of ID, qualifications and latest payslipResponsibilities: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
Formal Education
- Matric
Technical/Legal Certification
- Recognised Qualification as per the FSB
- RE 5
- Registration as an Employee Representative (FSB)
Experience
- 2 Years’ Experience in the Insurance Industry;
- 1 Year Client Services
- 1 Years’ experience in: Category A, B, C and retail benefits (Advantage)
Knowledge
- Legislation
- Insurance Products
Skills
- Communication
- Computer
- Telephone Etiquette
- Interpersonal Skills
Attributes
- Friendly
- Professional
- Empathy
Other Special Requirements
- Must be client orientated
Salary: R15 000-00 ctc per monthEE:Closing Date: 17 February 2017AtripleA recruitment & tempsRecruiter
Expected salary: R15000 per month
Location: Umtata, Eastern Cape
Job date: Tue, 08 Oct 2024 23:43:13 GMT
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- Contact Information: Use a professional email address and include a phone number. LinkedIn or a personal website can also add value.
- Personal Statement: In 2-3 lines, summarize your strengths and career goals, tailored to the job you’re applying for.
- Work Experience: List roles in reverse-chronological order. Focus on achievements with measurable results, e.g., “Increased sales by 20%.”
- Education: Only list qualifications relevant to the job or recent achievements if early in your career.
- Skills: Include both technical and soft skills. Use keywords from the job description to improve ATS compatibility.
- Formatting: Stick to one or two clean fonts, consistent margins, and ample white space. Avoid graphics unless you’re in a creative field.
- Proofreading: Errors harm your credibility. Review carefully or ask someone else to check for mistakes.
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