Client Service Adminstrator

Client Service Adminstrator


Client Service Adminstrator

Details of the offer

Job Duties:
• 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
• Inform clients and update changes to their policy
• 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
• 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 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 clients request follow the standard cancelation procedure
• Capture client information
• Inform clients of status of their shares
• Update clients information on Aims systems
• Register and forward to Head office
Job Requirements:

Formal Education
• Matric

Technical/Legal Certification
• Must have a Recognised Qualification as per the FSB
• Must have an RE 5 Certificate
• Must be Registered as an Employee Representative (FSB)

• 2 Years’ Experience in the Insurance Industry
• 1 Year Client Services
• Retail benefits (Advantageous)

• Legislation
• Insurance Products

• Communication
• Computer
• Telephone Etiquette
• Interpersonal Skills
For information please contact Esther on -----/ apply via website
Please note only candidates based in Freestate ,Kornstad and surrounding areas can apply

Source: Executiveplacements


  • Other Jobs / Other Jobs - Crafts