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1
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
Industries
Insurance (Long-term not short-term insurance)
Specification
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 clients2. 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 date3. 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
Administration demutualization process
Capture client infoInform client of status of sharesUpdate client info on the Aims systemRegister and forward to HO
Office Administration
Manage male and faxPrepare statistical reportsCommunicate office legislation with the office manager
Process and administrate application forms
Check and validate application forms for QAFollowing the capturing procedureSend incomplete applications back to the Office ManagerProcess application forms on the systemFollow up on outstanding documentationConsult with New Business on outstanding docs and provide feedback to the Of...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMDMyNDMzMzgwP3NvdXJjZT1ndW10cmVl&jid=1369946&xid=1032433380
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4h
1
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.
RE52 Years’ Experience in the Insurance Industry1 Year of experience in Client Services1 Years’ experience in: Category A, B, C and retail benefits (Advantage)
Duties and Responsibilities
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 Administrate loan requests
Collate all documents required for loan application e.g. positive identification of clientVerify 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 officeSubmit any outstanding documentation as per Head Office request.Keep claims register up to date.
Adv...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNDkwNTc1NjgzP3NvdXJjZT1ndW10cmVl&jid=1494854&xid=2490575683
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4h
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