Job Description

Job Summary To provide professional first line support to clients and sales support
1. Render client services
- Adhere to client service procedures: maturi8es, 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 informa8on to resolve clientsxe2x80x99 queries
- Maintain required business reten8on 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
2. Administrate Claims
- Verify claims documents as per standard procedure
- Assist clients with the comple8on of claim forms
- Submit all claims received to Head office
- Submit any outstanding documenta8on as per Head Office request
- Keep claims register up to date
3. Advise clients on cancelations
- Advise the client of the process and disadvantages of cancelation
- Retain the policy by proposing different op8ons (loan, par8al surrender paid up)
- Inform relevant Sales Manager of the intended cancela8on for retention
- As per clients request follow the standard cancela8on procedure
4. 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
5. Office Administration
- Manage mail and fax
- Prepare statistical reports
- Assist with data capturing when required
- Encourage clients to complete the survey
6. Fit and Proper Requirements
- Adhere and comply to FSB board notice in terms of FAIS
7. 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 Yearsxe2x80x99 Experience in the Insurance Industry;
- 1 Year Client Services
- 1 Yearsxe2x80x99 experience in: Category A, B, C and retail benefits (Advantage)

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