Office Administrator_Temp (Finance)

Office Administrator\_Temp Location: Mafikeng Our client is looking for temporary office administrator to provide professional first line support to clients and sales support and capture group new business policies. Responsibilities: • Render client services o Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries o Update client personal details and AIMS notes o Provide correct and accurate advice to clients on products and services (TCF) o Inform clients and update changes to their policy (TCF) o Liaise with relevant departments to gather information to resolve clients' queries o Maintain required business retention rate o Handle all complaints and enquiries o Escalate complaints to Office Manager and Complaints Handling Officer o Follow complaints procedure o Handle all incoming calls and walk-in clients • Administrate Claims o Verify claims documents as per standard procedure o Assist clients with the completion of claim forms o Submit all claims received to Head office o Submit any outstanding documentation as per Head Office request o Keep claims register up to date • Advise clients on cancelations o Advise the client of the process and disadvantages of cancelation o Retain the policy by proposing different options (loan, partial surrender paid up) o Inform relevant Sales Manager of the intended cancelation for retention o As per client's request follow the standard cancelation procedure • Administrate demutualization process o Capture client information o Inform clients of status of their shares o Update client's information on Aims systems o Register and forward to Head office • Office Administration o Manage mail and fax o Prepare statistical reports o Communicate with office manage with regards to office logistics • Documentation and filing procedures o Keep record systems up to date o File and keep documentation for a period as required by the legislation • Process and administrate application forms o Check and validate application forms for quality control o Follow the capturing procedure o Send incomplete applications back to Office Managers o Process application form on system o Follow up on outstanding documentation with Office Manager o Liaise with New Business department on outstanding and provide feedback to Office Managers o Email scanned successful application forms to New business department o Capture a minimum of required policies per day • Send captured application forms to Head Office for archiving o Register successful applications o Send the original application form for tick off process o Follow up on all outstanding requirements from tick off Requirements: • Matric • Recognized Qualification as per the FSB • RE 5 • Registration as an Employee Representative (FSB) • 2 Years' Experience in the Insurance Industry; • 1 Year Client Services • 1 years' experience in data capturing • 1 Years' experience in: Category A, B, C and retail pension benefits (Advantage) Send your CV and latest pay slip to AtripleA Recruitment and Temps www.aaaa.co.za AtripleA recruitment & temps Recruiter