Client Services Administrator-Assupol

🗏Job Type

Full Time

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 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 preliminary decision on the loan application and inform clients thereof
Submit all required forms 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)

3.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

4.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

5.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

6.Office Administration
Manage mail and fax
Prepare statistical reports
Assist with data capturing when required
Encourage clients to complete the survey

7.Fit and Proper Requirements
Adhere and comply to FSB board notice in terms of FAIS

8.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
Recognised Qualification as per the FSCA
RE 5
Registration as an Employee Representative (FSCA)

EXPERIENCE
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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Job id : , #71029, 93 views,

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