Policy Retention & Client Services Specialist

AVBOB Group; Gauteng; Vor Ort; ZAR 240.000 - 360.000; Vollzeit

Zusammenfassung

AVBOB Group in Gauteng is seeking a customer-oriented administrator to join the Retention Administration Team. You will support policy retention, policy maintenance and client service processes to ensure effective management of active policies.

Your responsibilities include contacting clients to confirm uptake, verifying client and policy details, updating banking, and handling amendments to premiums and payment methods, with clear communication to clients.

Qualifikationen

• Excellent communication skills and customer orientation are required.
• Experience with policy retention and client service processes is beneficial.
• Ability to verify client and policy details within a system.

Aufgaben

• Contacting clients to confirm their uptake of the policy.
• Refer cancellations of policies to the relevant personnel.
• Verifying client personal details and policy details against information on the system.
• Requesting and completing full ID numbers of all members' and beneficiaries on the policy.
• Confirming banking details, debit order, salary and commencement date of the policy.
• Facilitate client requests for the addition or removal of lives and benefits and the amendment of premiums with the relevant insurance agent.
• Conduct change of payment methods and confirmation of banking details.
• Capture new banking details, reload debit orders and perform same day deductions upon request from clients.
• Respond to SMS and email communication from clients.

Kenntnisse

Communication skills

Customer service

Jobbeschreibung

AVBOB Group in Gauteng is seeking a customer-oriented administrator to join the Retention Administration Team. You will support policy retention, policy maintenance and client service processes to ensure effective management of active policies.

Your responsibilities include contacting clients to confirm uptake, verifying client and policy details, updating banking, and handling amendments to premiums and payment methods, with clear communication to clients.