Client Services Administrator (Insurance) - Upington

AtripleA recruitment & temps; Pretoria; On-site; ZAR 174,676 - 209,227; Full time

Job summary

A recruitment agency is seeking a Client Services Administrator in Upington, Northern Cape. The role involves providing professional support to clients in the Insurance industry, handling enquiries, maintaining a high business retention rate, and ensuring accuracy in client details. Candidates must have a Matric and at least 2 years of experience in the Insurance Industry. This position offers a salary of R17 200 per month and the opportunity to work in a dynamic environment.

Qualifications

• Formal Education: Matric required.
• 2 Years' Experience in the Insurance Industry.
• 1 Year Client Services experience.

Responsibilities

• Provide professional first line support to clients.
• Handle all complaints and enquiries.
• Maintain required business retention rate.

Skills

Client service expertise

Attention to detail

Communication skills

Education

Matric

Recognized Qualification as per the FSB

RE 5

Registration as an Employee Representative (FSB)

Job description

Location: Upington, Northern Cape

Salary: R17 200 p.m.

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

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
• 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
• 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 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 client's request follow the standard cancellation procedure
• Capture client information
• Inform clients of status of their shares
• Update client's information on Aims systems
• Register and forward to Head office
• Manage mail and fax
• Prepare statistical reports
• Assist with data capturing when required
• Encourage clients to complete the survey
• Adhere and comply to FSB board notice in terms of FAIS
• Keep record systems up to date
• File and keep documentation for a period as required by the legislation

Requirements

• Formal Education: Matric
• 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)

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

ATripleA Recruitment and Temps

www.aaaa.co.za