Assupol Group: Data Capturer

Assupol: Office Administrator Vacancy

Assupol: Office Administrator Vacancy

Assupol life: office administrator

Assupol: Office Administrator Vacancy

Job Title: Office Administrator

Reference: OA

Contract Type: Permanent

Salary: Market Related

Job Functions: Administration

Industries: Insurance

Location: Jane Furse, Limpopo, South Africa

 

Office Administrator Job Purpose:

  • The purpose of the Office Administrator vacancy at Assupol is to provide professional first line support to clients and sales support and capture group new business policies

Office Administrator Specifications

1. 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

2. Administrate Claims:

  • Verify claims documents as per the 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 (partial surrender paid up)
  • Inform relevant Sales Manager of the intended cancellation for retention
  • As per clients request follow the standard cancellation procedure

4. Office Administration:

  • Manage mail and fax
  • Prepare statistical reports
  • Communicate with office manage with regards to office logistics

5. Documentation and Filing Procedures:

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

6. Process and Administrate Application forms:

  • Check and validate application forms for quality control
  • Follow the capturing procedure
  • Send incomplete applications back to Office Managers
  • Process application form on the system
  • Follow up on outstanding documentation with Office Manager
  • Liaise with New Business department on outstanding and provide feedback to Office Managers
  • Email scanned successful application forms to New business department
  • Capture a minimum of required policies per day

7. Send Captured application forms to Head Office for Archiving:

  •  Register successful applications
  • Send the original application form for tick off process
  • Follow up on all outstanding requirements from tick off

Requirements:

Formal Education

  • Matric
  • Qualification that is recognised by the FSB would be an advantage (Depending on Date of First Appointment in the Industry)
  • RE5
  • Proof of CPD
  • Class of Business

Experience:

  •  2 Years’ Experience in the Insurance Industry;
  • 1 Year Client Services
  • 1 years’ experience in data capturing
  • One Year experience in Category A, B, C and retail pension benefits (Advantage)
  • Registration as a Representative (FSB)

Knowledge:

  • Legislation:FAIS, FICA, FSB, NCA, LTIA
  • Life Insurance Industry
  • Long Term Insurance
  • Financial/ wealth management

Skills:

  • Computer
  • Communication
  • Analytical
  • Attention to detail

Attributes:

  • Confidence
  • Assertiveness
  • People-Centric
  • Team Player

Closing Date: 31 August 2020

 

How To Apply:

Please Click Here To Apply For The Office Administrator vacancy at Assupol

Leave a Comment

Your email address will not be published. Required fields are marked *

Don`t copy text!
Scroll to Top