Customer Service Consultant Rustenburg

Rustenburg, North West Heitha Staffing Group

Posted 8 days ago

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Job Description

Purpose

The primary purpose of this role is to manage and follow up on sales leads with the aim of finalising the sale. Ensure customers visiting the office are provided with excellent service.

Duties & Responsibilities
  • Generate leads for new business.
  • Forward new business, policy administration and claims to JHB office and follow up.
  • Follow on work allocated to branch.
  • Ensure the office is running professionally.
  • Attend to calls and walk-in clients.
  • Report on branch expenses.
  • Ensure compliance documents are on file.
  • ISO operations compliance management.
Desired Experience & Qualification
  • Diploma/Relevant Qualification/Sales experience an advantage.
  • Minimum of 3 years Administration experience.
  • RE 5 certificate.
  • Basic knowledge of insurance is an advantage.
  • Knowledge of the financial industry.
  • Computer Literacy (Microsoft Office).
  • Planning and organizing.
Package & Remuneration

R6500.00 pm + Commission

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Customer Service Consultant R6 500.00 + Commission

Rustenburg, North West Heitha Staffing Group

Posted 8 days ago

Job Viewed

Tap Again To Close

Job Description

Purpose

The primary purpose of this role is to manage and follow up on sales leads with the aim of finalising the sale. Ensure customers visiting the office are provided with excellent service.

Duties & Responsibilities
  • Generate leads for new business.
  • Forward new business, policy administration and claims to JHB office and follow up.
  • Follow on work allocated to branch.
  • Ensure the office is running professionally.
  • Attend to calls and walk-in clients.
  • Report on branch expenses.
  • Ensure compliance documents are on file.
  • ISO operations compliance management.
Desired Experience & Qualification
  • Diploma/ Relevant Qualification / Sales experience an advantage.
  • Minimum of 3 years Administration experience.
  • RE 5 certificate.
  • Basic knowledge of insurance advantage.
  • Knowledge of the financial industry.
  • Computer Literacy (Microsoft Office).
  • Planning and organizing.
Package & Remuneration

R6500.00 pm + Commission

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This advertiser has chosen not to accept applicants from your region.

Client Service Administrator

Rustenburg, North West Vij Personnel Cc T/A Info Personnel

Posted 8 days ago

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Job Description

Life Insurance Client Service Administrator

Reference: RST001770-ab-1

Life Insurance Client Service Administrator required in Rustenburg.

Duties & Responsibilities

Qualifications & experience:

  • Matric & NQF Level 5 certification in Long term insurance
  • MS Office
  • Minimum 5 years experience in long term insurance industry (Preferably experience in Xplan)
  • Experience in claims, withdrawals, investment switches, policy services, beneficiary changes, new investment and life assurance applications.
Duties:
  • Policy services (debit order, address, cessions, withdrawals, surrenders, beneficiary nominations)
  • Claims (life insurance, disability, dread disease)
  • Must be able to communicate well with clients and work under pressure

Salary: R15 000.00
Please mail c.v. to

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Life Insurance Client Service Administrator

Rustenburg, North West Vij Personnel Cc T/A Info Personnel

Posted 8 days ago

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Job Description

Life Insurance Client Service Administrator Wanted

Are you a dedicated professional with a passion for client service in the long-term insurance industry? We're seeking a skilled Client Service Administrator with the expertise and experience to excel in our dynamic team.

Duties & Responsibilities

Key Requirements:

  • Matriculation and NQF Level 5 Certification: Demonstrated academic excellence and a strong foundation in long-term insurance principles.
  • Computer Literacy: Proficiency in using computer systems and software, with the ability to adapt to new technologies quickly.
  • Minimum 5 Years of Experience: Extensive experience in the long-term insurance industry, with a proven track record of success.
  • X Plan Experience: Preferably familiar with X Plan software, enabling efficient handling of client service tasks.
  • Comprehensive Skills: Proficient in various aspects of client service operations, including claims processing, withdrawals, investment switches, policy services, beneficiary changes, new investments, and life assurance applications.
  • Effective Communication: Strong interpersonal skills with the ability to communicate effectively with clients, colleagues, and stakeholders.
  • Ability to Work Under Pressure: Capable of thriving in a fast-paced environment, managing multiple tasks and deadlines efficiently.
  • Attention to Detail: Meticulous attention to detail to ensure accuracy and precision in all client service transactions.

Responsibilities Include:

  • Handling all aspects of policy services, including debit orders, address changes, cessions, withdrawals, surrenders, beneficiary nominations, and claims processing.
  • Providing exceptional client service and support, addressing inquiries, and resolving issues promptly and professionally.
  • Collaborating with internal teams to ensure seamless coordination and execution of client service activities.
  • Maintaining accurate records and documentation of client interactions and transactions.
  • Continuously seeking opportunities for process improvement and optimization to enhance service delivery.
Package & Remuneration

R 15000 - Monthly

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