Job Description

Office Administrator - JhbFull job descriptionDescriptionRender client servicesAdhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiriesUpdate client personal details and AIMS notesProvide 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 queriesMaintain required business retention rateHandle all complaints and enquiriesEscalate complaints to Office Manager and Complaints Handling OfficerFollow complaints procedureHandle all incoming calls and walk-in clientsAdministrate ClaimsVerify claims documents as per standard procedureAssist clients with the completion of claim formsSubmit all claims received to Head officeSubmit any outstanding documentation as per Head Office requestKeep claims register up to dateAdvise clients on cancelationsAdvise the client of the process and disadvantages of cancelationRetain the policy by proposing different options (loan, partial surrender paid up)Inform relevant Sales Manager of the intended cancelation for retentionAs per clients request follow the standard cancelation procedureAdministrate demutualization processCapture client informationInform clients of status of their sharesUpdate clients information on Aims systemsRegister and forward to Head officeOffice AdministrationManage mail and faxPrepare statistical reportsCommunicate with office manage with regards to office logisticsDocumentation and filing proceduresKeep record systems up to dateFile and keep documentation for a period as required by the legislationProcess and administrate application formsCheck and validate application forms for quality controlFollow the capturing procedureSend incomplete applications back to Office ManagersProcess application form on systemFollow up on outstanding documentation with Office ManagerLiaise with New Business department on outstanding and provide feedback to Office ManagersEmail scanned successful application forms to New business departmentCapture a minimum of required policies per daySend captured application forms to Head Office for archivingRegister successful applicationsSend the original application form for tick off processFollow up on all outstanding requirements from tick offRequirementsFORMAL EDUCATIONMatricTECHNICAL/ LEGAL CERTIFICATIONRecognized Qualification as per the FSBRE 5Registration as an Employee Representative (FSB)EXPERIENCE2 Years Experience in the Insurance Industry;1 Year Client Services1 years experience in data capturing1 Years experience in: Category A, B, C and retail pension benefits (Advantage)Work LevelJuniorJob TypePermanentSalaryMarket RelatedEE PositionNoLocationJHB North

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