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Client Services Administrator (Insurance) - Limpopo
AtripleA recruitment & temps Thursday, 07 July 2022 47Job Summary
Jane Furse, LimpopoPermanent
R17 200
Location: Jane Furse, Limpopo
Salary: R17 200 p.m.
Our client in the Insurance industry is looking for a Client Services Administrator to provide professional first line support to clients and sales support.
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
- 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
- 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
- Formal Education
- Matric
- 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)
Send your CV and latest pay slip to hilda@aaaa.co.za
ATripleA Recruitment and Temps
www.aaaa.co.za
Posted 2018-07-24
AtripleA recruitment & temps
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Job Summary
LimpopoCNS Sales Manager
12000
Our client in the Insurance industry is looking for a CNS Sales Manager to provide professional first line support to clients and sales support and capture group new business policies.
Key responsibilities
1. Plan and Implement Sales plan at Regional level
• Develop sales plan to attain set goals/targets
• Communicate the sales plan to sales teams
• Identify & agree on individual roles and responsibilities
• Recruit resources according to HR Plan
• Plan for infrastructure requirements - vehicles, offices, furniture, and policy books, etc.
• Participate in Provincial budgeting process
• Implement & monitor company policies & procedures
• Manage sales staff performance monthly
• Evaluate progress against goals monthly
• Prepare monthly management report
2. Expense Budget
• Intervene on customer queries & concerns
• Understand impact of stakeholder policies on regional business
• Deploy the correct interactions and processes
3. Develop & Sustain Customer & Stakeholder relations
• Advise the client of the process and disadvantages of cancelation
• Retain the policy by proposing different options (partial surrender paid up)
• Inform relevant Sales Manager of the intended cancelation for retention
• As per clients request follow the standard cancelation procedure
4. Communication management
• Stakeholder analysis (who's who?)
• Knowledge of different markets
• Company themes/message
5. Manage Regional Office, Administration & Client Services
• Manage regional sales force - recruitment, selection, training & development, performance management, etc.
• Visits to districts/sites
• Ensure that branch offices project the required image of Cornerstone
• Oversee the regional administrative activities
• Liaise with provincial administration on training needs & support
• Assist with client services and oversee sales staff & offices
Requirements
• Matric
• Relevant Qualification (recognized by the FSCA)
• Regulatory Examination Level 5: Representatives as an advantage
• Regulatory Examination Level 1: Key Individuals as an advantage
• 30 or 60 credits on NQF level 2 (Depending on the date of appointment in the industry) or
• 60 or 120 credits on NQF level 5 (Depending on the date of appointment in the industry)
• 1year relevant management experience
• 6 months Insurance industry
• At least 6 months advice and intermediary experience in category A (Assistance business
Send your CV and latest pay slip to raca@aaaa.co.za
AtripleA Recruitment and Temps
www.aaaa.co.za
#atriplea #recruitment #vacancy #cns #sales #manager
Posted 2020-07-06
AtripleA recruitment & temps
Recruiter
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Claims validator - Urgent
JM Investigation services Friday, 01 July 2022 6Job Summary
Polokwane: To validate the following claims: Contents All-risk, GIT Vehicle Accidents, Vehicle Theft, Vehicle hi Jacking, RAF claims. Investigate personal line and commercial claims. Analyze information gathered by investigation, report findings and recommendation on report. Collect evidence and supporting documents. Interview or correspond with agents, claimants, brokers, witnesses, consult police and hospital records, and inspect property damage to determine extent of liability. Must have valid driver license, own vehicle, cellphone and laptop.Error!
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