Client Services Administrator (Insurance)

AtripleA Recruitment & Temps; Mthatha; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A recruitment agency is seeking a CLIENT SERVICES ADMINISTRATOR in Mthatha, Eastern Cape. This role involves rendering client services, managing claims, and advising clients on cancellations. The ideal candidate must have at least 2 years of experience in the insurance industry, with a matric qualification and relevant certifications. This position offers a salary of R15,000 per month.

Qualifications

• 2 Years’ Experience in the Insurance Industry.
• 1 Year Client Services experience.
• 1 Years’ experience in: Category A, B, C and retail benefits (Advantage).

Responsibilities

• Render client services according to procedures.
• Administrate claims and verify documents.
• Advise clients on cancellations.
• Administrate demutualization process.
• Handle office administration and manage mail.
• Comply with FSB board notice in terms of FAIS.
• Keep documentation and filing procedures updated.

Skills

Friendly

Professional

Empathy

Education

Matric

Recognised Qualification as per the FSB

RE 5

Registration as an Employee Representative (FSB)

Job description

Our client is seeking a CLIENT SERVICES ADMINISTRATOR to join their team in Mthatha / Umtata, Eastern Cape

Responsibilities

1. 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
• Inform clients and update changes to their policy
• 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

2. 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

3. Advise clients on cancellations

• Advise the client of the process and disadvantages of cancellation
• Retain the policy by proposing different options (loan, partial surrender paid up)
• Inform relevant Sales Manager of the intended cancellation for retention
• As per clients request follow the standard cancellation procedure

4. Administrate demutualization process

• Capture client information
• Inform clients of status of their shares
• Update clients information on Aims systems
• Register and forward to Head office

5. Office Administration

• Manage mail and fax
• Prepare statistical reports
• Assist with data capturing when required
• Encourage clients to complete the survey

6. Fit and Proper Requirements

• Adhere and comply to FSB board notice in terms of FAIS

7. Documentation and filing procedures

• Keep record systems up to date
• File and keep documentation for a period as required by the legislation

Formal Education

• Matric

Technical / Legal Certification

• Recognised Qualification as per the FSB
• RE 5
• Registration as an Employee Representative (FSB)

Experience

• 2 Years’ Experience in the Insurance Industry
• 1 Year Client Services
• 1 Years’ experience in : Category A, B, C and retail benefits (Advantage)

Knowledge

• Legislation
• Insurance Products

Attributes

• Friendly
• Professional
• Empathy

Other Special Requirements

• Must be client orientated

Salary

R15000-00 ctc per month

Closing Date

17 February 2017