Assupol Group: Data Capturer

Assupol: Office Administrator

Assupol: Office Administrator

Assupol Group: Data Capturer

Assupol: Office Administrator

Job Title: Office Administrator

Contract Type: Permanent

Salary: Market Related

Industries: Insurance

Location: Upington, Northern Cape, South Africa

 

Office Administrator Job Specification:

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 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
  •  1 Years’ 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: 16 November 2020

 

How To Apply:

Please Click Here To Apply For The Office Admin Position

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