Client Services Administrator: Branch Administration

 

Recruiter:

Isilumko Staffing (JHB)

Job Ref:

2976393721

Date posted:

Monday, September 12, 2022

Location:

Durban, South Africa


JOB SUMMARY:
-

JOB DESCRIPTION:

Client Services Administrator: Branch Administration (Long term insurance) Pietermaritzburg must have an RE5 be registred as an Employee Representative (FSCA)

  • CPD
  • COB (Depending on DOFA)

Description To provide professional first line support to clients and sales support

  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
  1. 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
  1. 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
  1. 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
  1. 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
  1. Documentation and filing procedures
  • Keep record systems up to date
  • File and keep documentation for a period as required by the legislation

FORMAL EDUCATION

  • Matric

TECHNICAL/LEGAL CERTIFICATION

  • Recognised Qualification as per the FSCA (Advantage)
  • RE 5
  • Registration as an Employee Representative (FSCA)
  • CPD
  • COB (Depending on DOFA)

EXPERIENCE

  • 2 Years’ Experience in the Insurance Industry.
  • 1 Year Client Services
  • 1 Years’ experience in: Category A, B, C and retail benefits (Advantage)

 


 

 

 

Similar jobs you might be interested in:

Client Services Administrator
Location: Stellenbosch
Salary:
Are you a client services-orientated person with strong administrative accuracy?  Fluent communication in both English and Afrikaans are required. This is a 1-year contract position in the Stellenbosch area and similar work experience of one to two years are required. Further training will be provided.
10 days ago


Operations Manager
Location: Cape Town
Salary: 1200000 Monthly
Our client, based in Southern Suburbs CT, is looking for a dynamic, passionate and results driven Operations Manager with CIS (CISCA) and linked-life company (Insurance Act 18 of 2017) experience. The successful candidate will be responsible for the running and general oversight of all operational areas of the platform business. This individual needs to be confident and willing to get involved in ...
4 days ago


Wealth Administrator
Location: Cape Town
Salary: Market related
My client is a leading Wealth Manager and needs a suitably qualified Wealth administrator.
7 days ago


Rates & Pricing Administrator
Location: Cape Town
Salary: Market related
Our client is looking for a Rates & Pricing administrator to assist in analysing customer requiremen
7 days ago


Intune Administrator
Location: Cape Town
Salary:
9 days ago


Finance Operations Administrator
Location: Capetown
Salary: R30 000 per month + 13th Cheque.
Our client within Wealth Management services industry is currently looking for a Finance Operations administrator, in Clearmont, Western Cape.
14 days ago


FINOPS Administrator (Banking)
Location: Capetown
Salary: R35 000 CTC per month + 13th Cheque.
Our client in the Wealth Management services industry is currently looking for a Finance Operations administrator (Banking), in Clearmont, Western Cape.
14 days ago


Senior Legal Administrator
Location: Capetown
Salary: R30 000 – R40 000 per month + 13th Cheque.
Our client within Wealth Management services industry is currently looking for a Senior administrator, in Clearmont, Western Cape.
14 days ago


Sales Administrator
Location: Bellville
Salary:
15 days ago


Lease Administrator
Location: Cape Town
Salary:
15 days ago


Create a free job alert for Client Services Administrator: Branch Administration in Durban

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions