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
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 years’ experience in data capturing
1 Years’ experience in: Category A, B, C and retail pension benefits (Advantage)