Client Service Administrator

1 year ago2284 views
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General Details
Advertised By:Agency
Company Name:Isilumko Staffing.
Job Type:Full-Time

Recruiting an Office Administrator with an RE5 and Registered as an Employee Representative (FSB) for Phuthadijhaba in the Free State. 

Kindly note, only candidates with a Qualification that is recognized by the FSB and that already have an RE5 and who are Registered as an Employee Representative (FSB) will be considered for this position


Insurance (Long-term not short-term insurance) 


1. Render client services
• Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general inquiries
• 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 the required business retention rate
• Handle all complaints and inquiries
• 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 cancellations
• Advise the client of the process and disadvantages of cancellation
• Retain the policy by proposing different options (partial surrender paid up)
• Inform the relevant Sales Manager of the intended cancellation for retention
• As per the client's request follow the standard cancellation procedure

  1. Administration demutualization process
  • Capture client info
  • Inform client of status of shares
  • Update client info on the Aims system
  • Register and forward to HO


  1. Office Administration
  • Manage male and fax
  • Prepare statistical reports
  • Communicate office legislation with the office manager


  1. Process and administrate application forms
  • Check and validate application forms for QA
  • Following the capturing procedure
  • Send incomplete applications back to the Office Manager
  • Process application forms on the system
  • Follow up on outstanding documentation
  • Consult with New Business on outstanding docs and provide feedback to the Of...
Id Subtitle 1151990904
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