Client Services Administrator (Long term insurance)

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

Job summary

A recruitment agency seeks a competent Client Services Administrator in East London to provide professional first-line support. Responsibilities include handling client queries, managing claims, and executing office administration tasks. Candidates must have a Matric qualification, a recognized qualification per FSB, RE 5, and at least two years of experience in the insurance industry. This role demands excellent communication and problem-resolution skills, making it essential for providing high-quality client services.

Qualifications

• Minimum 2 years' experience in the Insurance Industry.
• At least 1 year in Client Services.
• Experience in Category A, B, C, and retail benefits.

Responsibilities

• Provide professional first-line support to clients.
• Adhere to client service procedures including handling complaints.
• Verify claims documents and assist clients with claim forms.
• Manage office administration tasks effectively.

Skills

Client service procedures

Problem resolution

Communication skills

Data capturing

Education

Matric

Recognised Qualification as per the FSB

RE 5

Registration as an Employee Representative (FSB)

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