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Assupol is hiring a Client Services Administrator (Apply now)

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Assupol has a vacant post for a Client Administrator who is going to provide professional first line support to clients and sales support

Closing date: Ongoing

Location: Port Elizabeth

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 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 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

  • 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 legislation

Requirements
FORMAL EDUCATION

  • Matric

TECHNICAL/LEGAL CERTIFICATION

  • Recognised Qualification as per the FSCA (Advantage)
  • RE 5
  • Registration as an Employee Representative (FSCA)
  • CPD
  • COB (Depending on DOFA)

EXPERIENCE

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

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