Client Services Administrator: Branch Administration

Client Services Administrator: Branch Administration (Long term insurance) Must have an RE5 be registered as an Employee Representative (FSCA)CPDCOB (Depending on DOFA)Description To provide professional first line support to clients and sales supportRender client services Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiriesUpdate client personal details and AIMS notesProvide 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' queriesMaintain required business retention rateHandle all complaints and enquiriesEscalate complaints to Office Manager and Complaints Handling OfficerFollow complaints procedureHandle all incoming calls and walk-in clientsAdministrate ClaimsVerify claims documents as per standard procedureAssist clients with the completion of claim formsSubmit all claims received to Head officeSubmit any outstanding documentation as per Head Office requestKeep claims register up to dateAdvise clients on cancelationsAdvise the client of the process and disadvantages of cancelationRetain the policy by proposing different options (loan, partial surrender paid up)Inform relevant Sales Manager of the intended cancelation for retentionAs per client's request follow the standard cancelation procedureAdministrate demutualization processCapture client informationInform clients of status of their sharesUpdate client's information on Aims systemsRegister and forward to Head officeOffice AdministrationManage mail and faxPrepare statistical reportsAssist with data capturing when requiredEncourage clients to complete the survey6. Fit and Proper RequirementsAdhere and comply to FSB board notice in terms of FAISDocumentation and filing proceduresKeep record systems up to dateFile and keep documentation for a period as required by the legislationFORMAL EDUCATION MatricTECHNICAL/LEGAL CERTIFICATION Recognised Qualification as per the FSCA (Advantage)RE 5Registration as an Employee Representative (FSCA)CPDCOB (Depending on DOFA)EXPERIENCE 2 Years' Experience in the Insurance Industry.1 Year Client Services1 Years' experience in: Category A, B, C and retail benefits (Advantage)