Client Services Administrator

Recruiter:

Isilumko Staffing (JHB)

Job Ref:

1003855

Date posted:

Tuesday, February 15, 2022

Location:

Mitchells Plain, South Africa

SUMMARY:
-

JOB DESCRIPTION:

Client Services Administrator - (MITCHELL'S Plain - Western Cape)

MUST HAVE THE FOLLOWING:

Matric, RE5, COB in Long Term Insurance and investments - completed as well as two years client services administration experience.

File and keep documentation for a period as required by the legislation Istrate Claims
Verify claims documents
Claim forms – completion
Submit any outstanding documentation/ claims to Head office

Keep claims register updated
Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries
Update client personal details and AIMS notes
Supply correct and exact advice to clients on products and services (TCF)
Inform clients as well as update changes to their policy (TCF)

Liaise with relevant departments to gather information to resolve clients’ queries
Maintain required business retention rate
Manage all complaints and enquiries
Escalate complaints to Office Manager/ Complaints Handling Officer
Follow complaints procedure

Handle incoming calls and walk-in clients
Advise clients on cancelations
Inform client of the disadvantages of cancelation
Retain 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
Office Administration
Manage mail and fax
Prepare statistical reports
Aid with data capturing when needed

Encourage clients to complete the survey
Capture client information
Inform clients of share status
Update client's information on Aims systems
Register and forward to Head office

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

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