Assupol: Client Services Administrator/Branch Administration

To provide professional first line support to clients and sales support

Closing date: Not specified

Location: Parow, Western Cape

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

                FORMAL EDUCATION

                • Matric


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


                • 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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