Free State
Temp Client Services Administrator
9720-14580
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 raca@aaaa.co.za
ATripleA Recruitment and Temps
www.aaaa.co.za
Posted 2024-05-15
Please provide ALL the information requested below, to submit your CV:
Your first name:Your surname:
Your email address
Attach the files below
Files must be:
Smaller than 3 megabytes each Either MS Word, PDF, Jpeg images or text (txt) files Attach your CV:Attach a copy of your ID:
Attach a recent payslip:
I agree that AtripleA Recruitment & Temps may collect my personal information as submitted, and make use of this information as set out in the Privacy Policy