Client Services Administrator
An Insurance company, specialising in Long Term Insurance, has a vacancy for a Client Services Administrator at their VEREENIGING Branch.

Render client services
• Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, and 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
Administrate loan requests
• Collate all documents required for loan application e.g 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
• Update and make notes on system
• Follow up with Head office and update clients on application progress, outcome or until finalized
• Advise client on repayment terms of loan (TCF)
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 cancellations
• 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
Documentation and filing procedures

Requirements
Matric
60 or 120 credits on NQF Level 5 Wealth Management (Depending on date of appointment in the industry)
RE 5
Registration as an Employee Representative (FSB)
2 Years’ Experience in the Insurance Industry;
1 Year Client Services
1 Years’ experience in: Category A, B, C and retail benefits