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Job Functions Administration Industries Insurance Specification 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 (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 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 cancellations • Advise the client of the process and disadvantages of cancellation • Retain the policy by proposing different options (partial surrender paid up) • Inform relevant Sales Manager of the intended cancellation for retention • As per clients request follow the standard cancellation procedure 4. Office Administration • Manage mail and fax • Prepare statistical reports • Communicate with office manage with regards to office logistics 5. Documentation and filing procedures • Keep record systems up to date • File and keep documentation for a period as required by the legislation 6. 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 7. 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 Requirements Formal Education • Matric • Qualification that is recognized by the FSB would be an advantage (Depending on Date of First Appointment in the Industry) • RE5 • Proof of CPD • Class of Business Experience • 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) Registration as a Representative (FSB) Knowledge Legislation: FAIS, FICA, FSB, NCA, LTIA Life Insurance Industry Long Term Insurance Financial/ wealth management Skills Computer Communication Analytical Attention to detail Attributes Confidence Assertiveness People Centric Team Player Apply Now

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