Jobs in Go!

Client Services Administrator: Branch Administration (Long term insurance) Must have an RE5 be registered as an Employee Representative (FSCA) CPDCOB (Depending on DOFA) Description To provide professional first line support to clients and sales support Render client services Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiriesUpdate client personal details and AIMS notesProvide 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’ queriesMaintain required business retention rateHandle all complaints and enquiriesEscalate complaints to Office Manager and Complaints Handling OfficerFollow complaints procedureHandle all incoming calls and walk-in clients Administrate Claims Verify claims documents as per standard procedureAssist clients with the completion of claim formsSubmit all claims received to Head officeSubmit any outstanding documentation as per Head Office requestKeep claims register up to date Advise clients on cancelations Advise the client of the process and disadvantages of cancelationRetain the policy by proposing different options (loan, partial surrender paid up)Inform relevant Sales Manager of the intended cancelation for retentionAs per client’s request follow the standard cancelation procedure Administrate demutualization process Capture client informationInform clients of status of their sharesUpdate client’s information on Aims systemsRegister and forward to Head office Office Administration Manage mail and faxPrepare statistical reportsAssist with data capturing when requiredEncourage clients to complete the survey 6. Fit and Proper Requirements Adhere and comply to FSB board notice in terms of FAIS Documentation and filing procedures Keep record systems up to dateFile and keep documentation for a period as required by the legislation FORMAL EDUCATION Matric TECHNICAL/LEGAL CERTIFICATION Recognised Qualification as per the FSCA (Advantage)RE 5Registration as an Employee Representa https://protool.gumtree.co.za/external-link-browser.html?urlaHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMDgyNTU1MjA3P3NvdXJjZT1ndW10cmVl&jid1367255&xid2082555207 Apply Now

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