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Office Administrator needed at Assupol

Job title : Office Administrator

Job Location : Free State, Bethlehem

Deadline : April 07, 2024

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Description

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
  • 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

Process and administrate application forms

  • Check and validate application forms for quality control
  • Follow the capturing procedure
  • Send incomplete applications back to Office Managers
  • Process application form on system
  • Follow up on outstanding documentation with Office Manager
  • Liaise with New Business department on outstanding and provide feedback to Office Managers
  • Email scanned successful application forms to New business department
  • Capture a minimum of required policies per day

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

Requirements

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)

How to Apply for this Offer

Interested and Qualified candidates should Click here to Apply Now

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