Our client in the Insurance industry is looking for an Administrator to provide professional first line support to clients and sales support and capture group new business policies. Key responsibilities Render client services
Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries and update client personal details and AIMS notes
Provide correct and accurate advice to clients on products and services (TCF)
Escalate complaints to Office Manager and Complaints Handling Officer and follow complaints procedure and 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 and submit any outstanding documentation as per Head Office request and 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 (partial surrender paid up)
As per clients request follow the standard cancelation procedure. Office Administration
Manage mail and fax and prepare statistical reports
Communicate with office manage with regards to office logistics. Documentation and filing procedures
Keep record systems up to date.
File and keep documentation for a period as required by the legislation. ferdi@aaaa.co.za