Client Services Administrator (Insurance)

Our client is seeking a CLIENT SERVICES ADMINISTRATOR to join their team inMthatha / Umtata, Eastern Cape

Should you meet the above requirements, please email your CV to hilda@aaaa.co.za with copy of ID, qualifications and latest payslip

Responsibilities

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 month

EE

Closing Date: 17 February 2017