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Recruiting an Office Administrator with an RE5 and Registered as an Employee Representative (FSB) for Phuthadijhaba in the Free State. Kindly note, o nly candidates with a Qualification that is recognized by the FSB and that already have an RE5 and who are R egistered as an Employee Representative (FSB) will be considered for this position Industries Insurance (Long-term not short-term insurance) Specification 1. Render client services • Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general inquiries • 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 the required business retention rate • Handle all complaints and inquiries • 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 the relevant Sales Manager of the intended cancellation for retention • As per the client's request follow the standard cancellation procedure Administration demutualization process Capture client info Inform client of status of shares Update client info on the Aims system Register and forward to HO Office Administration Manage male and fax Prepare statistical reports Communicate office legislation with the office manager Process and administrate application forms Check and validate application forms for QA Following the capturing procedure Send incomplete applications back to the Office Manager Process application forms on the system Follow up on outstanding documentation Consult with New Business on outstanding docs and provide feedback to the Office Manager Capture a minimum of required policies per day Send captured applications to Head Office for archiving Register successful applications Send original forms for tick off process Follow up on outstanding requirements from tick off Documentation and filling procedures Keep the record system updated File and keep documents as required by legislation Formal Education • Matric • Qualification that is recognized by the FSB • RE5 • Registration as an Employee Representative (FSB) Experience • 2 Years Experience in the Insurance Industry; • 1 Year Client Services • 1 years experience in data capturing • 1 Year’s 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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