Client Services Administrator (Insurance) - Upington, Pretoria

Location: Upington, Northern Cape

Salary: R17 200 p.m.

Our client in the Insurance industry is looking for a Client Services Administrator to provide professional first line support to clients and sales support.

Key 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

Inform clients and update changes to their policy

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

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 cancellation

Retain the policy by proposing different options (loan, partial surrender paid up)

Inform relevant Sales Manager of the intended cancellation for retention

As per client's request follow the standard cancellation procedure

Capture client information

Inform clients of status of their shares

Update client's information on Aims systems

Register and forward to Head office

Manage mail and fax

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

Requirements

Formal Education: 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 Year experience in Category A, B, C and retail benefits (Advantage)

Send your CV and latest pay slip to



ATripleA Recruitment and Temps



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