Catch is looking for unemployed candidates to apply for their Administrator to Life Insurance Broker vacancies.
Location : Edenvale, Gauteng
Closing date: Not Specified
Catch Administrator to Life Insurance Broker
Requirements
- Grade 12 Certificate
- CV
Responsibilities
Perform General Office Administration:
- Readily assist admin manager with ad hoc tasks as requested
- Manage front desk switchboard for all departments between JHB & DBN branch.
- Collect and analyze relevant information to compile reports and file accordingly
- Ensure photocopier has sufficient paper and ink cartridge and replenish as required
- Ensure all documents, corporate files and filing are always up to date and filed systematically so that information is readily accessible to relevant persons
- Open new files for potential new clients and SLA record keeping
- Answer calls promptly and immediately forward all messages taken
- Ensures messages are always accurate, up-to-date, and detailed before promptly handing out
- Filing is done on a daily or weekly basis
- Maintain, update and archive files in a structured and confidential manner and in line with due diligence, record keeping and standards
- Keep copies of all policy records and contracts and ensure that copies are sent to clients
- Understand and aid in the required monthly broker budget (paid over) and minimum new client requirements
Record Keeping:
- Maintain an updated query register on all staff records
- Maintain client and company confidentiality
- Ensure relevant information is always kept confidential according to legislative requirements noted in the POPI act, FICA and FAIS
- Ensure electronic data is effectively captured, stored, maintained and updated
- Liaise with the relevant consultants to ensure E-filing is maintained
Client Queries:
- Ensure that dealings and correspondence with clients are professional and diplomatic, whether in
person, electronic medium or telephonically - Collaborate with other parties to deliver a quality service to the client
- Promptly and effectively handle any queries that may arise
- Request copy statements and tax certificates for clients when requested by Admin manager, broker and relevant department
- Timeously refer any queries that cannot be answered to Admin manager
- Update job knowledge by participating in educational opportunities, reading regulations and professional publications.
Also Check: Cape Union Mart International Sales Assistant Vacancies
Claims Management Function:
- Forward claim form at client request
- Assist client to complete claim form correctly
- Ensure client returns correctly completed and signed claim form and supporting documents within
contractual claim period - Submit to the necessary provider
- Keep register and reporting system updated
- Liaise with Broker and client regarding outcome
- File on all library mediums
Application
Application can only be done online, Click here to submit your application
