Description:
Recruiting a permanent Office Administrator from the long term insurance industry – applicants must have Recognized a Qualification as per the FSB, RE5, Registration as an Employee Representative (FSB), and experience in the following to be considered for this position:
2 Years’ Experience in the Insurance Industry (Long term insurance) 1 Year in Client Services, 1 year’s experience in data capturing, and 1 Year’s experience in Category A, B, C, and retail pension benefits (Advantage) these requirements are not negotiable.Location Limpopo - Jane Furse
Job Description
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 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 dateAdvise 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 procedureAdministrate demutualization process
Capture client information
05 Jan 2023;
from:
gumtree.co.za