Client Service Administrator - Bloemfontein - Bloemfontein
Recruiting a perm Client Services Administrator form the long term insurance industry in Bloemfontein . This successful applicant must be available to start on the 1st of March 2023. The following requirements are NOT NEGOTIABLE. RE5 2 Years’ Experience in the Insurance Industry 1 Year of experience in Client Services 1 Years’ experience in: Category A, B, C and retail benefits (Advantage) Duties and Responsibilities 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) • L iaise with relevant departments to gather information to resolve clients’ queries • Maintain required business retention rate • Handle all c omplaints and enquiries • Escalate complaints to Office Manager and Complaints Handling Officer • Follow complaints procedure • Handle all incoming calls and walk-in clients Administrate loan requests Collate all documents required for loan application e.g. positive identification of client Verify and ensure clients forms are completed correctly. Validate and pre-assess whether the client qualifies for a loan. Make p reliminary decision on the loan application and inform clients thereof. Submit all required f orms to Head Office for processing. Update and make notes on system. Follow up with Head office and update clients on application progress , outcome or until finalized. Advise client on repayment terms of loan ( TCF) 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. Assist with data capturing when required. Encourage clients to complete the survey. Fit and Proper Requirements Adhere and comply to FSB board notice in terms of FAIS. Documentation and filing procedures. Keep record systems up to date. File and keep documentation for a period as required by the legislation. Requirements FORMAL EDUCATION Matric TECHNICAL/LEGAL CERTIFICATION Recognised Qualification as per the FSCA RE 5 Registration as an Employee Representative (FSB) EXPERIENCE – NOT NEGOTIABLE 2 Years’ Experience in the Insurance Industry. 1 Year Client Services 1 Years’ experience in: Category A, B, C and retail benefits (Advantage)
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