Client Service Admin

Watershed Consulting

Durban

Introduction

Client support candidate needed to fill an opening in the insurance sector

Duties & Responsibilities
• Client services

• Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries

• Update client personal details

• Provide correct and accurate advice to clients on products and services

• Handle all incoming calls and walk-in clients

Claims

• Verify claims documents as per 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

Advise clients on cancelations

• Advise the client of the process and disadvantages of cancelation

• Retain the policy by proposing different options (loan, partial surrender paid up)

• Inform relevant Sales Manager of the intended cancelation for retention

• As per clients request follow the... More Detail

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