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    Branch Administrator - Rustenburg, South Africa - Isilumko Staffing

    Isilumko Staffing
    Isilumko Staffing Rustenburg, South Africa

    1 week ago

    Isilumko Staffing background
    Full time
    Description

    Job Description:

    Are you passionate about providing exceptional client service and supporting sales efforts? We are seeking a Client Services and Sales Support Specialist to deliver professional first-line support to our valued clients and assist our sales team in achieving their goals. If you're dedicated, detail-oriented, and customer-focused, we want to hear from you.

    Key Responsibilities:

    1. Client Services:

    • Adhere to client service procedures, including handling maturities, policy contracts, loan applications, cancellations, amendments, financial and general inquiries.
    • Update client personal details and maintain accurate AIMS notes.
    • Provide clients with correct and accurate advice on our products and services (Treating Customers Fairly - TCF).
    • Inform clients about changes to their policies, ensuring compliance with TCF principles.
    • Collaborate with relevant departments to resolve client queries.
    • Maintain the required business retention rate.
    • Address and handle all client complaints and inquiries.
    • Escalate complaints to the Office Manager and Complaints Handling Officer.
    • Follow the prescribed complaints procedure.
    • Handle incoming calls and assist walk-in clients.

    2. Claims Administration:

    • Verify claims documents following standard procedures.
    • Assist clients in completing claim forms.
    • Submit all received claims to Head Office.
    • Submit any outstanding documentation as requested by Head Office.
    • Keep the claims register up to date.

    3. Client Cancellations:

    • Advise clients on the cancellation process and the potential disadvantages.
    • Retain policies by proposing alternative options, such as loans or partial surrender paid-ups.
    • Inform the relevant Sales Manager of the intended cancellation for retention purposes.
    • Follow the standard cancellation procedure upon the client's request.

    4. Demutualization Process Administration:

    • Capture client information accurately.
    • Inform clients of the status of their shares.
    • Update client information in the AIMS systems.
    • Register and forward relevant documentation to Head Office.

    5. Office Administration:

    • Manage mail and fax communications.
    • Prepare statistical reports as required.
    • Assist with data capturing when necessary.
    • Encourage clients to complete satisfaction surveys.

    6. Fit and Proper Requirements:

    • Adhere and comply with FSB board notices in terms of FAIS.
    • Maintain proper documentation and filing procedures.
    • Keep record systems up to date.
    • Ensure the proper filing and retention of documentation as required by legislation.

    Requirements:

    Formal Education:

    • Matric or equivalent.

    Technical/Legal Certification:

    • Recognized Qualification as per the FSCA (an advantage).
    • RE 5.
    • Registration as an Employee Representative (FSCA).
    • CPD.
    • COB (Depending on DOFA).

    Experience:

    • 2 years of experience in the Insurance Industry.
    • 1 year of experience in Client Services.
    • 1 year of experience in Category A, B, C, and retail benefits (an advantage).

    If you are ready to contribute your skills to a dedicated team and assist in delivering outstanding client service and sales support, we encourage you to apply.

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