15 Nov

Client Services Administrator Jobs Vacancy in Assupol Durban

Position
Client Services Administrator
Company
Assupol
Location
Durban ZN
Opening
15 Nov, 2018 30+ days ago

Assupol Durban urgently required following position for Client Services Administrator. Please read this job advertisement carefully before apply. There are some qualifications, experience and skills requirement that the employers require. Does your career history fit these requirements? Ensure you understand the role you are applying for and that it is suited to your skills and qualifications.

Follow the online directions, complete all the necessary fields, and provide all relevant information so your application is submitted correctly. When you click the 'Apply this Job' button (open in new window) you will be taken to the online application form. Here you will be asked to provide personal and contact details, respond to employment-related questions, and show how you meet the key selection criteria.

Client Services Administrator Jobs Vacancy in Assupol Durban Jobs Details:

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

4. 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

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
Formal Education
  • Matric

Technical/Legal Certification
  • Recognised Qualification as per the FSB
  • RE 5
  • Registration as an Employee Representative (FSB)

Experience
  • 2 Years’ Experience in the Insurance Industry;
  • 1 Year Client Services
  • 1 Years’ experience in: Category A, B, C and retail benefits (Advantage)

Knowledge
  • Legislation
  • Insurance Products

Skills
  • Communication
  • Computer
  • Telephone Etiquette
  • Interpersonal Skills

Attributes
  • Friendly
  • Professional
  • Empathy

Other Special Requirements
  • Must be client orientated


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