Client Services Administrator

Client Services Administrator (Middleburg - Mpumalanga

Position: 3 Month Contract:

Rate: R69 p/h

Claims Administration

• Verify claims documents as per standard procedure
• Submit all claims to Head office
• Submit outstanding documentation as per Head Office request

Assist clients with the completion of claim forms

• Keep claims register up to date
• Client Cancellation Advice
• Advise clients on cancellation process and disadvantages of the cancellation
• Retain the policy by proposing different options (partial surrender paid up)
• Inform relevant Sales Manager of the intended cancellation for retention
• As per client's request follow the standard cancellation procedure

Office Administration

• Manage mail
• Prepare statistical reports
• Communicate with office manager regarding office planning

Documentation and filing procedures

• Keep record systems up to date
• File and keep documentation for a period as required by the legislation

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 forms on system
• Follow up on outstanding documentation with Office Manager
• Liaise with New Business department on outstanding documentation and provide feedback to Office Managers
• Email scanned successful application forms to New Business department
• Capture the minimum stipulated requirement of policies per day

• Send captured application forms to Head Office for archiving

• Register successful applications
• Send the original application form for acceptance process
• Follow up on all outstanding requirements from tick off,

Minimum Requirements

• Matric
• Qualification that is recognised by the FSB would be an advantage (Depending on DOFA)
• RE5
• Proof of CPD
• Class of Business

Experience

• 2 Years’ Experience in Long Term Insurance
• 1 Year Client Services
• 1 years’ experience in data capturing
• 1 Years’ experience in: Category A, B, C and retail pension benefits (Advantage)

Registration as a Representative (FSB)

Knowledge

1. Legislation: FAIS, FICA, FSB, NCA, LTIA
2. Life Insurance Industry
3. Long Term Insurance
4. Financial/ wealth management

Skills

1. Computer
2. Communication
3. Analytical
4. Attention to detail

Attributes

1. Confidence
2. Assertiveness
3. People Centric
4. Team Player