Lo msebenzi uphelelwe. Closing date yawo ibi nge 18 ka May 2022.

Client Services Administrator: Branch Administration

Assupol Life - Mthatha, Eastern Cape

Full-Time | Administration

Closing date yi 18 ka May 2022

Assupol Life Client Services Administrator: Branch Administration Mthatha

Purpose

  • To provide professional first line support to clients and sales support.

Requirements

  • Matric
  • Recognised Qualification as per the FSCA (Advantage)
  • RE 5
  • Registration as an Employee Representative (FSCA)
  • CPD
  • COB (Depending on DOFA)
  • 2 Years’ Experience in the Insurance Industry;
  • 1 Year Client Services
  • 1 Years’ experience in: Category A, B, C and retail benefits (Advantage)

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

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 clients request follow the standard cancelation procedure

Administrate demutualization process:

  • 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

Additional Information

  • Reference #: CSA

Lo msebenzi uphelelwe. Closing date yawo ibi nge 18 ka May 2022.

Lo msebenzi ufakwe ngu Tebuho Moshoeshoe nge 5 ka May 2022