Temp Client Services Administrator

AtripleA recruitment & temps; Vrystaat; On-site; ZAR 167,400 - 279,000; Full time

Job summary

A recruitment agency in South Africa is seeking a Temp Client Services Administrator to provide client services, manage loan requests, and assist with claims. The ideal candidate should have relevant qualifications and a background in the insurance industry, along with strong communication skills. Responsibilities include rendering client services, verifying loan documents, and ensuring claims are processed. This position is crucial for maintaining client relationships and operational efficiency.

Qualifications

• Minimum of 2 Years' Experience in the Insurance Industry.
• 1 Year of Client Services experience.
• Registration as an Employee Representative (FSB).

Responsibilities

• Render client services by adhering to procedures and providing advice.
• Administrate loan requests and verify client forms.
• Assist clients with claims and submit necessary documents.

Skills

Client service adherence

Communication skills

Attention to detail

Education

Recognized Qualification as per the FSB

Matric

Job description

Our client in the Insurance industry is looking for a Temp Client Services Administrator.

Key responsibilities

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 loan requests
   • Collate all documents required for loan application e.g. positive identification of client
   • Verify and ensure clients' forms are completed correctly.
   • Validate and pre-assess whether the client qualifies for a loan
   • Make preliminary decision on the loan application and inform clients thereof
   • Submit all required forms to Head Office for processing
   • Update and make notes on system
   • Follow up with Head office and update clients on application progress, outcome or until finalized
   • Advise client on repayment terms of loan (TCF)
3. 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
4. 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 client's request, follow the standard cancelation procedure
5. 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
6. Office Administration
   • Manage mail and fax
   • Prepare statistical reports
   • Assist with data capturing when required
   • Encourage clients to complete the survey
7. Fit and Proper Requirements
   • Adhere and comply to FSB board notice in terms of FAIS
8. Documentation and filing procedures
   • Keep record systems up to date
   • File and keep documentation for a period as required by the legislation

Requirements

• 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: Category A, B, C and retail benefits (Advantage)
• Matric

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

ATripleA Recruitment and Temps

www.aaaa.co.za