Client Service Admin
Updated: April 07, 2024 06:33 AM GMT
Watershed Consulting
DurbanIntroduction
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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