Office Administrator - Impala (Limpopo-Jane Furse ) - South Africa
Recruiting a permanent Office Administrator from the long term insurance industry – applicants must have Recognized a Qualification as per the FSB, RE5, Registration as an Employee Representative (FSB), and experience in the following to be considered for this position: 2 Years’ Experience in the Insurance Industry (Long term insurance) 1 Year in Client Services , 1 year’s experience in data capturing, and 1 Year’s experience in Category A, B, C, and retail pension benefits (Advantage) these requirements are not negotiable . Location Limpopo - Jane Furse Job Description 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 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 manager re - 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 info 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 FORMAL EDUCATION Matric TECHNICAL/ LEGAL CERTIFICATION Recognized 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 year’s experience in data capturing 1 Year’s experience in: Category A, B, C, and retail pension benefits (Advantage) Closing date: 18 January 2023
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