Client Services Administrator
| Location | Ixopo, South Africa |
| Date Posted | September 18, 2020 |
| Category |
Administration
Customer Service |
| Job Type |
Full-time
|
| Currency | ZAR |
Description
Responsibilities:
- 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
- Inform clients and update changes to their policy
- Liaise with relevant departments to gather information to resolve clients’ queries
- Maintain required business retention rate
- Escalate complaints to Office Manager and Complaints Handling Officer
- Follow complaints procedure
- Handle all incoming calls and walk-in clients
- 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
- 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
- Update clients’ information on Aims systems
- Register and forward to Head office
- Prepare statistical reports
- Assist with data capturing when required
- Encourage clients to complete the survey
- Adhere and comply to FSB board notice in terms of FAIS
- Keep record systems up to date
- File and keep documentation for a period as required by the legislation
Minimum Requirements:
- Matric
- Recognized Qualification as per the FSB
- RE 5
- Registration as an Employee Representative (FSB)
- 2 Years’ Experience in the Insurance Industry;
- 1 Year Client Services
- 1 Years’ experience in: Category A, B, C and retail benefits (Advantage)
- Knowledge of insurance legislation and products
Skills:
- Communication
- Computer
- Telephone Etiquette
- Interpersonal Skills