| Date | 2024-07-07 |
|---|---|
| Job Title | Temp Client Services Administrator (Insurance) |
| Employer | AtripleA recruitment & temps More Information |
| Salary | 0 |
| Category | Insurance And Investments |
| Location |
Free State / Bloemfontein |
Job Summary
Bloemfontein, Free State
Temp
Temp Client Services Administrator (Insurance)
Location: Bloemfontein, Free State
Salary:
R54 per hour
Our client in the Insurance industry is looking for a Temp Client Services Administrator.
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 (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 client
- Verify 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 office
- Submit any outstanding documentation as per Head Office request
- Keep claims register up to date
- 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 client`s request follow the standard cancelation procedure
- Administrate demutualization process
- Capture client information
- Inform clients of status of their shares
- Update client`s information on Aims systems
- Register and forward to Head office
- Office Administration
- Manage mail and fax
- Prepare statistical reports
- Assist with data capturing when required
- Encourage clients to complete the survey
- Fit and Proper Requirements
- Adhere and comply to FSB board notice in terms of FAIS
- Documentation and filing procedures
- Keep record systems up to date
- File and keep documentation for a period as required by the legislation
Requirements
- 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)
- Matric
Send your CV and latest pay slip to AtripleA recruitment & temps
Temp Client Services Administrator (Insurance) position available in Free State, Bloemfontein. This job position was posted by AtripleA recruitment & temps. The job has been posted as a premium ad on 2024-07-07 at 14:16:44 in the Insurance And Investments category
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