ASSUPOL IS HIRING A CLIENT SERVICES ADMINISTRATOR: BRANCH ADMINISTRATION

Description

To provide professional first line support to clients and sales support

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 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

 

 

 

Requirements

FORMAL EDUCATION

• Matric

 

 

 

TECHNICAL/LEGAL CERTIFICATION

• Recognized Qualification as per the FSCA (Advantage)
• RE 5
• Registration as an Employee Representative (FSCA)
• CPD
• COB (Depending on DOFA)

 

 

 

EXPERIENCE 

• 2 Years’ Experience in the Insurance Industry;
• 1 Year Client Services
• 1 Years’ experience in: Category A, B, C and retail benefits (Advantage)

 

 

 

Closing Date: Not Specified

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