Office Administrator

Assupol Life

Eastern Cape, South Africa

Permanent

Oct 1

To provide professional first line support to clients and sales support and capture group new business policies 1.Render client servicesAdhere 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 enquiriesEscalate complaints to Office Manager and Complaints Handling OfficerFollow complaints procedureHandle all incoming calls and walk-in clients2.Administrate ClaimsVerify claims documents as per standard procedureAssist clients with the completion of claim formsSubmit all claims received to Head officeSubmit any outstanding documentation as per Head Office requestKeep claims register up to date3.Advise clients on cancelationsAdvise the client of the process and disadvantages of cancelationRetain 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 procedure4.Administrate demutualization processCapture client informationInform clients of status of their sharesUpdate clients information on Aims systemsRegister and forward to Head office 5.Office AdministrationManage mail and faxPrepare statistical reportsCommunicate with office manage with regards to office logistics6.Documentation and filing proceduresKeep record systems up to dateFile and keep documentation for a period as required by the legislation7.Process and administrate application formsCheck and validate application forms for quality controlFollow the capturing procedureSend incomplete applications back to Office ManagersProcess application form on systemFollow up on outstanding documentation with Office ManagerLiaise with New Business department on outstanding and provide feedback to Office ManagersEmail scanned successful application forms to New business departmentCapture a minimum of required policies per day8.Send captured application forms to Head Office for archivingRegister successful applicationsSend the original application form for tick off processFollow up on all outstanding requirements from tick off

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