Office Administrator (Insurance), Bethlehem

Our client in the Insurance industry is seeking

OFFICE ADMINISTRATOR

to join their team in Bethlehem, Free State.

Should you meet the above requirements, please email your CV to - Copy of ID, qualifications and latest payslip.

Job Description 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 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 cancelations

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

As per clients request follow the standard cancelation procedure

4. Administrate demutualisation process

Capture client information

Inform clients of status of their shares

Update clients information on Aims systems

Register and forward to Head office

5. Office Administration

Manage mail and fax

Prepare statistical reports

Communicate with office manage with regards to office logistics

6. Documentation and filing procedures

Keep record systems up to date

File and keep documentation for a period as required by the legislation

7. Process and administrate application forms

Check and validate application forms for quality control

Follow the capturing procedure

Send incomplete applications back to Office Managers

Process application form on system

Follow up on outstanding documentation with Office Manager

Liaise with New Business department on outstanding and provide feedback to Office Managers

Email scanned successful application forms to New business department

Capture a minimum of required policies per day

8. Send captured application forms to Head Office for archiving

Register successful applications

Send the original application form for tick off process

Follow up on all outstanding requirements from tick off

Requirements

Matric

Technical/Legal Certification

Recognised Qualification as per the FSB

RE 5

Registration as an Employee Representative (FSB)

Experience

2 Years' Experience in the Insurance Industry;

1 Year Client Services

1 years' experience in data capturing

1 Years' experience in: Category A, B, C and retail pension benefits (Advantage)

Salary: R15 000-00 ctc per month

EE Position

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