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  • Temp Client Services Administrator - Bloemfontein - A triple A Recruitment

    A triple A Recruitment
    A triple A Recruitment Bloemfontein

    3 weeks ago

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    Description

    Temp Client Services Administrator (Insurance)

    Summary

    In the Insurance industry, we require a Temp Client Services Administrator to provide exceptional client service and ensure adherence to client service procedures.

    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
    • 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
    • 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 Year experience in: Category A, B, C and retail benefits (Advantage)
    • Matric

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