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Company Info

AtripleA Recruitment and Temps
Pretoria, 2000, South Africa

Company Profile


Client Services Administrator (Insurance) Florida


col-narrow-left   

Job ID:

17121

Location:

Johannesburg, 2000, South Africa 

Category:

Insurance

Salary:

R17,200.00 per month
col-narrow-right   

Job Views:

147

Employment Type:

Full time

Posted:

08.29.2018
col-wide   
Fax your CV to 0864810554

Job Description:

Client Services Administrator (Insurance)
Location: Florida, Johannesburg
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
 
           
  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
 
  1. 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
 
  1. 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
 
  1. 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
 
 
 
 
 
 
  1. Office Administration
 
  • Manage mail and fax
  • Prepare statistical reports
  • Assist with data capturing when required
  • Encourage clients to complete the survey
 
  1. Fit and Proper Requirements
 
  • Adhere and comply to FSB board notice in terms of FAIS
 
  1. Documentation and filing procedures
 
  • Keep record systems up to date
  • File and keep documentation for a period as required by the legislation
 

Job Requirements:


 
 
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 to hilda@aaaa.co.za
ATripleA Recruitment and Temps
www.aaaa.co.za


Company Info


AtripleA Recruitment and Temps
Pretoria, 2000, South Africa

Client Services Administrator (Insurance) Florida

col-narrow-left   

Job ID:

17121

Location:

Johannesburg, 2000, South Africa 

Category:

Insurance

Salary:

R17,200.00 per month
col-narrow-right   

Job Views:

147

Employment Type:

Full time

Posted:

08.29.2018
col-wide   
Fax your CV to 0864810554

Job Description:

Client Services Administrator (Insurance)
Location: Florida, Johannesburg
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
 
           
  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
 
  1. 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
 
  1. 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
 
  1. 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
 
 
 
 
 
 
  1. Office Administration
 
  • Manage mail and fax
  • Prepare statistical reports
  • Assist with data capturing when required
  • Encourage clients to complete the survey
 
  1. Fit and Proper Requirements
 
  • Adhere and comply to FSB board notice in terms of FAIS
 
  1. Documentation and filing procedures
 
  • Keep record systems up to date
  • File and keep documentation for a period as required by the legislation
 

Job Requirements:


 
 
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 to hilda@aaaa.co.za
ATripleA Recruitment and Temps
www.aaaa.co.za