Temp Client Services Administrator; Insurance Jobs in Bloemfontein, South Africa at AtripleA Recruitment & Temps
Position: Temp Client Services Administrator (Insurance)
Temp Client Services Administrator (Insurance)
Location:
Bloemfontein, Free State
Our client in the Insurance industry is looking for a Temp Client Services Administrator.
Key responsibilities
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
Escalate complaints to Office Manager and Complaints Handling Officer
Handle all incoming calls and walk-in clients
Collate all documents required for loan application positive identification of client
Verify and ensure clients forms are completed correctly.
Validate and pre-assess whether the client qualifies for a loan
Make preliminary decision on the loan application and inform clients thereof
Submit all required forms to Head Office for processing
Follow up with Head office and update clients on application progress, outcome or until finalized
Advise client on repayment terms of loan (TCF)
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
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
Inform clients of status of their shares
Update client’s information on Aims systems
Assist with data capturing when required
Encourage clients to complete the survey
Adhere and comply to FSB board notice in terms of FAIS
File and keep documentation for a period as required by the legislation
Requirements
Registration as an Employee Representative (FSB)
2 Years’ Experience in the Insurance Industry
1 Years’ experience in:
Category A, B, C and retail benefits (Advantage)
ATriple
A Recruitment and Temps
Title: Temp Client Services Administrator; Insurance
Company: AtripleA Recruitment & Temps
Location: Bloemfontein, South Africa
Category:
