Insurance and Investments - Other Insurance Sasolburg FULL TIME Job Summary Location: Sasolburg, Free State Salary: R17 200 p.m. Our client in the Insurance industry is looking for a Client Services Administrator to provide professional first line support to clients and sales support. Key responsibilities 1. 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 * 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 1. 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 1. 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 client's request follow the standard cancelation procedure 1. Administrate demutualization process * Capture client information * Inform clients of status of their shares * Update client's information on Aims systems * Register and forward to Head office 1. Office Administration * Manage mail and fax * Prepare statistical reports * Assist with data capturing when required * Encourage clients to complete the survey 1. Fit and Proper Requirements * Adhere and comply to FSB board notice in terms of FAIS 1. 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 * 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: Category A, B, C and retail benefits (Advantage) Send your CV and latest pay slip to ATripleA Recruitment and Temps www.aaaa.co.za AtripleA recruitment & temps Recruiter