A recruitment agency seeks an Office Administrator in Welkom. The ideal candidate will manage client services, handle claims, and deal with documentation. Requirements include Matric, RE 5 certification, and 2 years of experience in the insurance industry. The role also involves liaising with clients and various departments, ensuring efficient workflow in an office environment. Join our team to contribute to our commitment to customer service excellence.
Qualifications
Matric qualification required.
Experience in Insurance Industry lasting 2 years.
RE 5 certification mandatory.
Responsibilities
Provide client services and maintain retention rate.
Administrate claims and advise on cancellations.
Handle documentation and filing procedures efficiently.
Skills
Matric
Registration as an Employee Representative (FSB)
RE 5
Client services experience
Data capturing experience
Insurance industry experience
Education
Recognized Qualification as per the FSB
Job description
Office Administrator
Location: Welkom
Salary: R16 000
Requirements
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 years' experience in data capturing
1 Years' experience in: Category A, B, C and retail pension benefits (Advantage)
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 (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
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
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 client's request follow the standard cancellation procedure
Administrate demutualization process
Capture client information
Inform clients of status of their shares
Update client's information on Aims systems
Register and forward to Head office
Office Administration
Manage mail and fax
Prepare statistical reports
Communicate with office manage with regards to office logistics
Documentation and filing procedures
Keep record systems up to date
File and keep documentation for a period as required by the legislation
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
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