Client Services Administrator (Insurance)Client Services Administrator_Long term insurance
Location: East London
Our client in the long term insurance industry is looking for a competent Client Services Administrator to provide professional first line support to clients and sales support.
Specifications:
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
· 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
2. 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
3. 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 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
5. 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
7. Documentation and filing procedures
· Keep record systems up to date
· File and keep documentation for a period as required by the legislation
Requirements:
· Recognised Qualification as per the FSB
· Registration as an Employee Representative (FSB)
· 2 Years' Experience in the Insurance Industry;
· 1 Years' experience in: Category A, B, C and retail benefits
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