Client Services Administrator_Upington
PNet (Pty) Ltd
Upington
6d ago

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 notes
  • Provide correct and accurate advice to clients on products and services
  • Inform clients and update changes to their policy
  • 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
  • 2. 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
  • 3. Advise clients on cancellations

  • Advise the client of the process and disadvantages of cancellation
  • Retain the policy by proposing different options (loan, partial surrender, paid up)
  • Inform relevant Sales Manager of the intended cancellation for retention
  • As per client’s request follow the standard cancellation procedure
  • 4. Administrate demutualisation process

  • Capture client information
  • Inform clients of status of their shares
  • Update client’s information on the system
  • Register and forward to Head Office
  • 5. Office Administration

  • Manage mail and fax
  • Prepare statistical reports
  • Assist with data capturing when required
  • Encourage clients to complete the survey
  • 6. Fit and Proper Requirements

  • Adhere and comply to FSB board notice in terms of FAIS
  • 7. Documentation and filing procedures

  • Keep record systems up to date
  • File and keep documentation for a period as required by the legislation
  • Requirements :

    Must have a RE 5 - Representatives Certificate

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