Job Description

Job Summary

Recruiting a permanent Office Administrator from the long term insurance industry - applicants must have Recognized a Qualification as per the FSB, RE5, Registration as an Employee Representative (FSB), and experience in the following to be considered for this position: * 2 Years' Experience in the Insurance Industry (Long term insurance)

• 1 Year in Client Services,
• 1 year's experience in data capturing,
• and
• 1 Year's experience in Category A, B, C, and retail pension benefits (Advantage) these requirements are not negotiable.

Location Limpopo - Jane Furse



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
• 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 client's request follow the standard cancelation procedure

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

Office Administration

• Manage mail and fax
• Prepare statistical reports
• Communicate with office manager re - office logistics

Documentation and filing procedures

• Keep record systems up to date
• File and keep documentation for a period as required by the legislation

Process and administrate application forms

• Check and validate application forms for quality control
• Follow the capturing procedure
• Send incomplete applications back to Office Managers
• Process application form on system
• Follow up on outstanding documentation with Office Manager
• Liaise with New Business department on outstanding info and provide feedback to Office Managers
• Email scanned successful application forms to New business department
• Capture a minimum of required policies per day

Send captured application forms to Head Office for archiving

• Register successful applications
• Send the original application form for tick off process
• Follow up on all outstanding requirements from tick off

FORMAL EDUCATION

• Matric

TECHNICAL/ LEGAL CERTIFICATION

• Recognized Qualification as per the FSB
• RE 5
• Registration as an Employee Representative (FSB)

EXPERIENCE

• 2 Years Experience in the Insurance Industry.
• 1 Year Client Services
• 1 year's experience in data capturing
• 1 Year's experience in: Category A, B, C, and retail pension benefits (Advantage)

Closing date: 18 January 2023

Isilumko Staffing

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