Client Services Administrator: Branch Administration at Assupol

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

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

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

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

Administrate demutualization process;

• Capture client information
• Inform clients of status of their shares
• Update clients information on Aims systems
• Register and forward to Head office

 Office Administration;

• Manage mail and fax
• Prepare statistical reports;
• Assist with data capturing when required
• Encourage clients to complete the survey

Fit and Proper Requirements;

• Adhere and comply to FSB board notice in terms of FAIS

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)