Client Services Administrator (Insurance) Bethlehem

🗏Job Type	Full Time
💰Salary	R17,000.00 to R17,200.00

Client Services Administrator (Insurance)

Location: Bethlehem

Salary: R17 200 p.m.

Our client in the Insurance industry is looking for a Client Services Administrator to provide professional first line support to clients and sales support.

Key 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

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
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
Recognized Qualification as per the FSB
RE 5
Registration as an Employee Representative (FSB)
2 Years’ Experience in the Insurance Industry;
1 Year Client Services
1 Years’ experience in: Category A, B, C and retail benefits (Advantage)
Send your CV and latest pay slip

ATripleA Recruitment and Temps

www.aaaa.co.za

Job Types: Full-time, Permanent

Salary: R17,000.00 to R17,200.00 /month

Job id : , #71682, 56 views,

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