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1
Client Services Administrator: Branch Administration (Long term insurance) Must have an RE5 be registered as an Employee Representative (FSCA)
CPDCOB (Depending on DOFA)
Description To provide professional first line support to clients and sales support
Render client services
Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiriesUpdate client personal details and AIMS notesProvide 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’ queriesMaintain required business retention rateHandle all complaints and enquiriesEscalate complaints to Office Manager and Complaints Handling OfficerFollow complaints procedureHandle all incoming calls and walk-in clients
Administrate Claims
Verify claims documents as per standard procedureAssist clients with the completion of claim formsSubmit all claims received to Head officeSubmit any outstanding documentation as per Head Office requestKeep claims register up to date
Advise clients on cancelations
Advise the client of the process and disadvantages of cancelationRetain the policy by proposing different options (loan, partial surrender paid up)Inform relevant Sales Manager of the intended cancelation for retentionAs per client’s request follow the standard cancelation procedure
Administrate demutualization process
Capture client informationInform clients of status of their sharesUpdate client’s information on Aims systemsRegister and forward to Head office
Office Administration
Manage mail and faxPrepare statistical reportsAssist with data capturing when requiredEncourage clients to complete the survey
6. Fit and Proper Requirements
Adhere and comply to FSB board notice in terms of FAIS
Documentation and filing procedures
Keep record systems up to dateFile and keep documentation for a period as required by the legislation
FORMAL EDUCATION
Matric
TECHNICAL/LEGAL CERTIFICATION
Recognised Qualification as per the FSCA (Advantage)RE 5Registration as an Employee Representa...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMDgyNTU1MjA3P3NvdXJjZT1ndW10cmVl&jid=1367255&xid=2082555207
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14d
1
Insurance company looking to recruit an experienced long term insurance branch administrator to join our client towards Kimberley in the Northern Cape.
Render client services - Business Retention
Attend to client policy amendments - Verify documents and submit outstanding information
Advise clients on cancelations - Advise on the processes and disadvantages
Administrate demutualization process - Inform clients of their share status
Office administration - Prep statistical reports
Fit and Proper Requirements - Adhere and comply with FSB board notice in terms of FAIS
Minimum Requierements :
Matric
RE 5 certificate
CPD (Pension, long term, investment) certificate
Valid DOFA date
FSCA related qualification would be a plus
No less than 2 years' long term insurance industry experience, working as a customer service/branch administrator for no less than 1 full year
Excellent report writing skills
Process driven
Deadline driven
Energetic
Excellent English communication - verbal and written
Advantageous - Category A, B, C, and retail benefits
Clear credit (ITC), CRIM
Contactable references
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS83MTU0ODA5NDE/c291cmNlPWd1bXRyZWU=&jid=1368698&xid=715480941
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14d
1
*Reference: NFU007505-MK-1*
Are you tired of the city life seeking a more relaxed environment in a remote area....?
*Job & Company Description:*
My client's secret to success is a mixture of science, technology and passion to create their product offering.
*Job Experience & Skills Required:*
Qualified CA(SA) both boards passed
Small town experience
Industry knoweledge: Mining, Manufacturing, FMCG, Agriculture
People Leadership and managment skills
System imlementation
Lead the full finnacial team
Costing
BOMS
Microsoft Naivison
Complex reporting
If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
We also invite you to contact us to discuss your next career move in finance!
For more information contact:
Katleho Makopo on (Kmakopo@networkrecruitment.co.za)(mailto:Kmakopo@networkrecruitment.co.za)
Senior Financial Recruitment Specialist
R 650000 - 750000 Annually
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzE1NDE3X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1162199&xid=1555_15417
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2y
1
Job Description Ampath Trust: Debtors Officer Purpose of Position: Attend to customer queries, collect outstanding Debt, process financial transactions and perform administration tasksRequirements: Grade 12Required Experience: Knowledge: Google and Google Mail, Knowledge: Meditech system, Knowledge: MS Excel, Knowledge: Open OfficeKey Responsibilities: Allocate, process and reconcile patient, medical aid, client and company payments, and process list enquiries to ensure correct processing on accounts, Collect outstanding debt in order to achieve the departmental targets, Compile reports to provide feedback to management, Maintain good client relations via In / Out bound calls, Perform administrative tasks to ensure accurate record keepingApplicants must have a South African ID or a valid South African work permit Closing date: 02 February 2022 FOR MORE RELATED JOBS APPLY ONLINE HERE
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18yOTJfMjM2MzUxX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1127588&xid=292_236351
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2y
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