Client Services Administrator vacancy at Assupol
Deadline: Ongoing / Not specified
Location: Middelburg, South Africa
Client Services Administrator vacancy at Assupol
Assupol is recruiting and accepting applications for Client Services Administrator vacancy.
Description:
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
MORE OPPORTUNITIES:
- Warehouse Controller vacancy at Unitrans
- Customer Care Representative vacancies at Epiroc
- Zutari Graduate Internship Programme 2025
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)
How to apply
To apply, visit Assupol careers portal.
Incomplete applications will be disqualified.
Careers Office is on Social media platforms for more updates, follow our WhatsApp channel.