To provide professional first line support to clients and sales support

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

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)

go to method of application »

Use the link(s) below to apply on company website.