Client Services Administrator (Insurance)

AtripleA recruitment & temps; South Africa; On-site; ZAR 162,489 - 194,630; Full time

Job summary

A reputable recruitment agency in South Africa is seeking a Client Services Administrator for the long-term insurance industry. The role involves providing professional first line support to clients, managing claims administration, and ensuring compliance with client service procedures. Ideal candidates must have a minimum of matric, relevant qualifications, and at least 2 years of experience in the insurance industry. The position is based in East London, offering a monthly salary of R16 000.

Qualifications

• Matric and recognised qualification as per the FSB are required.
• At least 2 years' experience in the insurance industry.
• 1 year of direct client services experience is required.

Responsibilities

• Provide first line support to clients in the insurance sector.
• Process claims and assist clients with claims forms.
• Maintain filing systems and documentation as required.

Skills

Client service procedures

Claims administration

Policy cancellation process

Documentation and filing

Communication skills

Education

Matric

Recognised Qualification as per the FSB

Registration as an Employee Representative (FSB)

RE 5

Job description

Client Services Administrator – Long Term Insurance

Location: East London

Salary: R16 000 p.m

Our client in the long term insurance industry is looking for a competent Client Services Administrator to provide professional first line support to clients and sales support.

Specifications:

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 legislation

Requirements:

• Matric
• Recognised 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 Years' experience in: Category A, B, C and retail benefits

Send your CV and latest pay slip to [e-mail]

AtripleA Recruitment and Temps

www.aaaa.co.za