Client Services Administrator: Branch Administration

Assupol Life

KwaZulu-Natal, South Africa


Sep 7

To provide professional first line support to clients and sales support 1.Render client services Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiriesUpdate client personal details and AIMS notesProvide 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 queriesMaintain required business retention rateHandle 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 completion of claim formsSubmit all claims received to Head office Submit any outstanding documentation 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 options (loan, partial surrender paid up)Inform relevant Sales Manager of the intended cancelation for retentionAs per clients request follow the standard cancelation procedure 4.Administrate demutualization processCapture client information Inform clients of status of their shares Update clients information on Aims systems Register and forward to Head office 5.Office AdministrationManage mail and fax Prepare statistical reportsAssist with data capturing when required Encourage clients to complete the survey 6.Fit and Proper RequirementsAdhere and comply to FSB board notice in terms of FAIS7.Documentation and filing proceduresKeep record systems up to date File and keep documentation for a period as required by the legislation

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