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Client Services Administrator (Insurance) - Mthatha

Mthatha, Eastern Cape Permanent R15000 Our client is seeking a CLIENT SERVICES ADMINISTRATOR to join their team inMthatha / Umtata, Eastern Cape Should you meet the above requirements, please email your CV to .co.za with copy of ID, qualifications and latest payslip Responsibilities: 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 • Inform clients and update changes to their policy • 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. Administrate demutualization process • Capture client information • Inform clients of status of their shares • Update clients information on Aims systems • Register and forward to Head office 5. Office Administration • Manage mail and fax • Prepare statistical reports • Assist with data capturing when required • Encourage clients to complete the survey 6. Fit and Proper Requirements • Adhere and comply to FSB board notice in terms of FAIS 7. Documentation and filing procedures • Keep record systems up to date • File and keep documentation for a period as required by the legislation Formal Education Matric Technical/Legal Certification Recognised 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 Years' experience in: Category A, B, C and retail benefits (Advantage) Knowledge • Legislation • Insurance Products Skills • Communication • Computer • Telephone Etiquette • Interpersonal Skills Attributes • Friendly • Professional • Empathy Other Special Requirements • Must be client orientated Salary: R15 000-00 ctc per month EE: Closing Date: 17 February 2017 Apply Now
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