Office Administrator - Insurance Client Services

About the role

Assupol Life is hiring a permanent Office Administrator in Jane Furse, Limpopo, South Africa. The role covers client service, claims administration, policy cancellation and demutualisation, and general office administration. It is a junior-level position.

Key responsibilities

• Render client services: handle maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries, and advise clients accurately on products and services
• Update client personal details and AIMS notes, and inform clients of changes to their policies
• Handle all complaints and enquiries, escalate them to the Office Manager and Complaints Handling Officer, and follow the complaints procedure
• Handle incoming calls and walk-in clients
• Administer claims: verify documents, assist clients with claim forms, submit claims to head office, keep the claims register up to date and advise clients on cancellation options such as loans or partial surrender
• Administer the demutualisation process: capture client information, register and forward it to head office, and update clients on the status of their shares
• Manage mail and fax, prepare statistical reports and communicate with the office manager about office logistics
• Keep records and documentation up to date and file them for the period required by legislation
• Process and validate application forms, send incomplete ones back to the office manager, email scanned successful forms to the New Business department, register successful applications and follow up on outstanding documentation

Required profile

• Matric
• Recognition as an employee representative (FSB)
• 2 years' experience in the insurance industry, including 1 year in client services, 1 year in data capturing and 1 year in category A, B, C and retail pension benefits (Advantage)