Client Services Administrator

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