Office Administrator (Insurance)

AtripleA recruitment & temps; Bethlehem; On-site; ZAR 152,334 - 182,466; Full time

Job summary

A recruitment agency is seeking an Office Administrator to support client services in Bethlehem, Free State. The ideal candidate will assist with claim administration, manage documentation, and provide excellent client support. A recognized qualification, along with two years of experience in the insurance industry, is required. This position offers a salary of R15,000 per month and emphasizes adherence to client service standards in a busy office environment.

Qualifications

• Minimum of FAIS recognized qualification and RE 5.
• 2 years of experience in the insurance industry.
• Strong administration skills and good attention to detail.
• Ability to handle client complaints and inquiries professionally.

Responsibilities

• Render client services regarding policy details and updates.
• Administer claims by verifying documents and assisting clients.
• Advise clients on cancellations and potential retention options.
• Manage office communication and documentation efficiently.

Skills

Client services

Data capturing

Communication

Documentation management

Education

Matric

Recognised Qualification as per FSB

RE 5

Registration as an Employee Representative (FSB)

Job description

Our client in the Insurance industry is seeking OFFICE ADMINISTRATOR to join their team in Bethlehem, Free State.

Should you meet the above requirements, please email your CV to [e-mail] - Copy of ID, qualifications and latest payslip.

Job Description

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 (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

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 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

4. Administrate demutualisation 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
• Communicate with office manage with regards to office logistics

6. Documentation and filing procedures

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

7. Process and administrate application forms

• Check and validate application forms for quality control
• Follow the capturing procedure
• Send incomplete applications back to Office Managers
• Process application form on system
• Follow up on outstanding documentation with Office Manager
• Liaise with New Business department on outstanding and provide feedback to Office Managers
• Email scanned successful application forms to New business department
• Capture a minimum of required policies per day

8. Send captured application forms to Head Office for archiving

• Register successful applications
• Send the original application form for tick off process
• Follow up on all outstanding requirements from tick off

Requirements

1. Matric

Technical/Legal Certification

1. Recognised Qualification as per the FSB
2. RE 5
3. Registration as an Employee Representative (FSB)

Experience

1. 2 Years' Experience in the Insurance Industry;
2. 1 Year Client Services
3. 1 years' experience in data capturing
4. 1 Years' experience in: Category A, B, C and retail pension benefits (Advantage)

Salary: R15 000-00 ctc per month

EE Position