Office Administrator_Temp (Finance)

Verified Ad Office Administrator_Temp (Finance) AtripleA recruitment & temps Wednesday, 10 June 2026 Finance/Accounting - Other Finance/Accounting Welkom

FULL TIME

Job Specification Company Reference Number MjIx Job Summary Office Administrator

Localisation

Salary: R16 000 Our client is looking for an Office administrator to provide professional first line support to clients and sales support and capture group new business policies.

Matric

• Recognized Qualification as per the FSB

- RE 5

• Registration as an Employee Representative (FSB)

Expérience

• 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) Responsibilities:
• Render client services o Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries o Update client personal details and AIMS notes o Provide correct and accurate advice to clients on products and services (TCF)

Autres informations

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

Formation / Diplômes

o Liaise with relevant departments to gather information to resolve clients' queries o Maintain required business retention rate o Handle all complaints and enquiries o Escalate complaints to Office Manager and Complaints Handling Officer o Submit any outstanding documentation as per Head Office request o Keep claims register up to date

• Advise clients on cancelations o Advise the client of the process and disadvantages of cancelation o Retain the policy by proposing different options (loan, partial surrender paid up) o Inform relevant Sales Manager of the intended cancelation for retention o As per client's request follow the standard cancelation procedure
• Administrate demutualization process o Capture client information o Inform clients of status of their shares o Update client's information on Aims systems o Register and forward to Head office
• Office Administration o Manage mail and fax o Prepare statistical reports o Communicate with office manage with regards to office logistics
• Documentation and filing procedures o Keep record systems up to date o File and keep documentation for a period as required by the legislation
• Process and administrate application forms o Check and validate application forms for quality control o Follow the capturing procedure o Send incomplete applications back to Office Managers o Process application form on system o Follow up on outstanding documentation with Office Manager o Liaise with New Business department on outstanding and provide feedback to Office Managers o Email scanned successful application forms to New business department o Capture a minimum of required policies per day
• Send captured application forms to Head Office for archiving o Register successful applications o Send the original application form for tick off process o Follow up on all outstanding requirements from tick off AtripleA recruitment & temps Recruiter Apply Now Refer a friend

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