Client Services Administrator - Mitchells Plain
Client Services Administrator - (MITCHELL'S Plain - Western Cape) Must have a minimum of 2 years experience in long Term Insureance (Life Insurance, Disability and Funeral Policies) MUST HAVE THE FOLLOWING: Matric, RE5, COB in Long Term Insurance and investments - completed as well as two years client services administration experience. File and keep documentation for a period as required by the legislation Istrate Claims Verify claims documents Claim forms – completion Submit any outstanding documentation/ claims to Head office Keep claims register updated Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries Update client personal details and AIMS notes Supply correct and exact advice to clients on products and services (TCF) Inform clients as well as update changes to their policy (TCF) Liaise with relevant departments to gather information to resolve clients’ queries Maintain required business retention rate Manage all complaints and enquiries Escalate complaints to Office Manager/ Complaints Handling Officer Follow complaints procedure Handle incoming calls and walk-in clients Advise clients on cancelations Inform client of the disadvantages of cancelation Retain 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 Office Administration Manage mail and fax Prepare statistical reports Aid with data capturing when needed Encourage clients to complete the survey Capture client information Inform clients of share status Update client's information on Aims systems Register and forward to Head office Adhere and comply to FSB board notice in terms of FAIS Keep record systems up to date File and keep documentation for a period as required by the legislation
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