2 Insurance Advisor jobs in Bloemfontein on Job Mail

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Temp Client Services Administrator (Insurance)

Bloemfontein

02 July 2022

Recruiter AtripleA recruitment & temps

Qualified Sales Adviser - Urgent

Basic + Commission

PER MONTH

Bloemfontein

24 June 2022

Employer Serenico Recruit

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Temp Client Services Administrator (Insurance)

AtripleA recruitment & temps Saturday, 02 July 2022 41

Insurance - Insurance Advisor

Bloemfontein

FULL TIME

Job Specification
Company
Reference Number MzQy

Job Summary

Bloemfontein, Free State
Temp

Temp Client Services Administrator (Insurance)

Location: Bloemfontein, Free State

Salary: R54 per hour

Our client in the Insurance industry is looking for a Temp Client Services Administrator.

Key responsibilities

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 loan requests

Collate all documents required for loan application e.g. positive identification of client
Verify and ensure clients forms are completed correctly.
Validate and pre-assess whether the client qualifies for a loan
Make preliminary decision on the loan application and inform clients thereof
Submit all required forms to Head Office for processing
Update and make notes on system
Follow up with Head office and update clients on application progress, outcome or until finalized
Advise client on repayment terms of loan (TCF)

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 client's request follow the standard cancelation procedure

Administrate demutualization process

Capture client information
Inform clients of status of their shares
Update client's information on Aims systems
Register and forward to Head office

Office Administration

Manage mail and fax
Prepare statistical reports
Assist with data capturing when required
Encourage clients to complete the survey

Fit and Proper Requirements

Adhere and comply to FSB board notice in terms of FAIS

Documentation and filing procedures

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

Requirements

Recognized Qualification as per the FSB
RE 5
Registration as an Employee Representative (FSB)
2 Years' Experience in the Insurance Industry
1 Year Client Services
1 Years' experience in: Category A, B, C and retail benefits (Advantage)
Matric

Send your CV and latest pay slip to hilda@aaaa.co.za

ATripleA Recruitment and Temps

www.aaaa.co.za

Posted 2018-07-23

AtripleA recruitment & temps

Recruiter

Apply Now

Qualified Sales Adviser - Urgent

Serenico Recruit Friday, 24 June 2022 1

Insurance - Insurance Advisor

Bloemfontein

FULL TIME

R8 000,00 - R30 000,00 (PER MONTH)
Basic + Commission

Job Specification

Job Summary

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Benefits Fully Subsidized academic qualification up to CFP level 85% - 100% share of commission Monthly Bonus Training Allowance up to R24000 over 3 months in addition to any commissions earned R20 000 no interest technology loan available on request (this is if you need to buy a laptop, printer and wi-fi router) Upmarket office space and facilities provided at no cost Ongoing training, compliance and admin support provided Medical aid, retirement and group life benefits provided Qualifications Requirements Completed RE 5 120 Industry related credits Strong understanding of the investment business Excellent interpersonal skills Must have a valid drivers license at least 25 years old Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy

Apply Now

2 Insurance Advisor jobs in Bloemfontein on Job Mail

Temp Client Services Administrator (Insurance)

Job Summary

Qualified Sales Adviser - Urgent

Job Summary

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