Job Hunter

Eastern Cape

King Williams Town, Eastern Cape



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Company Assupol Group

Reference # OA

Published 04/05/2018

Contract Type Permanent

Location King Williams Town, Eastern Cape, South Africa
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Purpose Statement

To provide professional first line support to clients and sales support and capture group new business policies

Job Functions Administration

Industries Insurance


1. Render client services

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

• Update client personal details and AIMS notes

• Provide correct and accurate advice to clients on products and services (TCF)

• Inform clients and update changes to their policy (TCF)

• Liaise with relevant departments to gather information to resolve clients’ queries

• Maintain required business retention rate

• Handle all complaints and enquiries

• Escalate complaints to Office Manager and Complaints Handling Officer

• Follow complaints procedure

• Handle all incoming calls and walk-in clients

2. Administrate 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

3. Advise clients on cancelations

• Advise the client of the process and disadvantages of cancelation

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

• Inform relevant Sales Manager of the intended cancelation for retention

• As per clients request follow the standard cancelation procedure

4. Office Administration

• Manage mail and fax

• Prepare statistical reports

• Communicate with office manage with regards to office logistics

5. Documentation and filing procedures

• Keep record systems up to date

• File and keep documentation for a period as required by the legislation

6. Process and administrate application forms

• Check and validate application forms for quality control

• Follow the capturing procedure

• Send incomplete applications back to Office Managers

• Process application form on system

• Follow up on outstanding documentation with Office Manager

• Liaise with New Business department on outstanding and provide feedback to Office Managers

• Email scanned successful application forms to New business department

• Capture a minimum of required policies per day

7. Send captured application forms to Head Office for archiving

• Register successful applications

• Send the original application form for tick off process

• Follow up on all outstanding requirements from tick off


Formal Education

• Matric

• Qualification that is recognised by the FSB would be an advantage (Depending on Date of First Appointment in the Industry)

• RE5


• 2 Years’ Experience in the Insurance Industry;

• 1 Year Client Services

• 1 years’ experience in data capturing

• 1 Years’ experience in: Category A, B, C and retail pension benefits (Advantage)

Registration as a Representative (FSB)


Legislation:FAIS, FICA, FSB, NCA, LTIA

Life Insurance Industry

Long Term Insurance

Financial/ wealth management





Attention to detail




People Centric

Team Player

Job Closing Date 18/05/2018

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