Administrator - Client Service (Sales) - South Africa
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 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. Documentation and filing procedures ? Keep record systems up to date ? File and keep documentation for a period as required by the legislation
Apply Now
Facebook
WhatsappRelated Jobs
Client Service Administrator Rustenburg - South Africa
Vij Personnel Cc T/A Info Personnel
...
Client Service Administrator - South Africa
Vij Personnel Cc T/A Info Personnel
...
Client Service Administrator - Rustenburg
...
Policy Review Adviser - Durban
Huntswood
...
Policy Adviser Durban - Durban
Huntswood
...