To provide professional first line support to clients and sales support
Closing date: Not specified
Location: Parow, Western Cape
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)
