Description:
Client Services Administrator: Branch Administration (Long term insurance) Must have an RE5 be registered as an Employee Representative (FSCA)
CPD COB (Depending on DOFA)Description 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 client’s request follow the standard cancelation procedure Administrate demutualization process Capture client information Inform clients of status of their shares Update client’s 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 survey6 . 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 legislationFORMAL EDUCATION
MatricTECHNICAL/LEGAL CERTIFICATION
Recognised Qualification as per the FSCA (Advantage) RE 5 Registration as an Employee Representa...
12 Oct 2022;
from:
gumtree.co.za