Client Services Administrator: High-Demand Branch Role in Parow

Client Services Administrator

Reference Number: CSA: (Parow)

Job Overview

Client Services Administrator

We are seeking a Client Services Administrator to join our dynamic branch team in Parow. This role involves providing exceptional first-line support to clients while assisting with sales support and administrative tasks.

Key Responsibilities

1. Client Service Excellence

• Handle client queries regarding policy contracts, maturities, amendments, loan applications, and cancellations

• Maintain accurate client records by updating personal details and AIMS notes

• Offer expert guidance on products and services in line with Treating Customers Fairly (TCF) principles

• Keep clients informed about any changes to their policies

• Work closely with internal departments to resolve client issues efficiently

• Maintain a high business retention rate

• Address and escalate complaints following company procedures

• Assist walk-in clients and handle incoming calls professionally

2. Claims Administration

• Verify claim documents as per company standards

• Guide clients through claim form completion

• Submit claims and outstanding documentation to Head Office

• Maintain an updated claims register

3. Policy Cancellation Advisory

• Educate clients on the cancellation process and potential drawbacks

• Offer alternative solutions such as loans, partial surrenders, or paid-up options

• Notify the Sales Manager of potential cancellations to enhance retention efforts

• Follow standard cancellation protocols as per client requests

4. Demutualization Administration

• Capture and update client information on the system

• Keep clients informed about the status of their shares

• Forward necessary information to Head Office

5. General Office Administration

• Handle mail, faxes, and data entry tasks

• Generate and compile statistical reports

• Encourage clients to participate in customer satisfaction surveys

6. Regulatory & Compliance Requirements

• Ensure compliance with FSB regulations and FAIS board notices

7. Documentation & Filing

• Maintain up-to-date record-keeping systems

• Organize and store documentation as per legal requirements

Minimum Requirements

Educational Qualifications:

• Matric (Grade 12) is essential

• FSCA-recognized qualification (Advantageous)

• Regulatory Examination RE5

• Employee Representative Registration (FSCA)

• Continuing Professional Development (CPD)

• Class of Business (COB) certification (Depending on Date of First Appointment – DOFA)

Experience:

• Minimum 2 years of experience in the Insurance Industry

• At least 1 year of Client Services experience

• Exposure to Categories A, B, C, and retail benefits (Advantageous)

Job Details

• Work Level: Junior

• Job Type: Permanent

• Salary: Market-Related

• Employment Equity (EE) Position: No

• Location: Parow

OTHER JOBS

• Call Centre Administration Clerk | Earn  R12 650 p/m

• Receptionist Earn R10 000

• Work From Home and Earn R25 000

Apply Now!

Take the next step in your career by joining a fast-growing and client-focused financial services team.

[CLICK HERE TO APPLY]

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