Client Services Administrator

Recruiter:

Isilumko Staffing (JHB)

Job Ref:

1797859943

Date posted:

Saturday, February 5, 2022

Location:

Johannesburg, South Africa

SUMMARY:
-

JOB DESCRIPTION:

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

Legislation: FAIS, FICA, FSB, NCA, LTIA
Life Insurance Industry
Long Term Insurance
Financial/ wealth management

Skills

Computer
Communication
Analytical
Attention to detail

Attributes

Confidence
Assertiveness
People Centric
Team Player

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