Client Service Administrator - Bloemfontein

1 year ago2390 views
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General Details
Advertised By:Agency
Company Name:Isilumko Staffing.
Job Type:Full-Time

Recruiting a perm Client Services Administrator form the long term insurance industry in Bloemfontein. This successful applicant must be available to start on the 1st of March 2023.

The following requirements are NOT NEGOTIABLE.

  • RE5
  • 2 Years’ Experience in the Insurance Industry
  • 1 Year of experience in Client Services
  • 1 Years’ experience in: Category A, B, C and retail benefits (Advantage)

Duties and 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 (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)

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. Adv...
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