Client Service Manager

Remuneration:	R16000 - R18000 per month cost-to-company
Location:	Pretoria
Education level:	Degree
Job level:	Mid
Own transport required:	Yes
Type:	Permanent
Reference:	#FP133
Company:	Finding Personnel

Job description

Job title: Client service manager

Area: Waterkloof Pretoria

Industry: Insurance

Salary / CTC: R 16,000 – R 18,000 depending on experience and current earnings

Report to: Broker

Job summary:

Our client is seeking a dynamic individual to join the team as an Client Service Manager. The Client Service manager for the Insurance Broker provides vital support to the insurance brokerage office by handling administrative and clerical tasks. This role ensures the smooth operation of the office, allowing insurance brokers to focus on client relationships and sales. The ideal candidate is organised, detail-oriented, and possesses strong communication skills.

Key responsibilities

New business applications:

Create on Sanfin: client info and tasks
Info gathering (ID’s, bank detail, address etc)
Application form preparation and esign
Submit for NUB
Info gathering and distribution of medical requirements
Ensure requirements are received
Application issuing

Alterations:

Info gathering (ID’s, bank detail, address etc)
Application form preparation and esign
Submit for NUB
Info gathering and distribution of medical requirements
Ensure requirements are received
Application issuing

Section 14 Transfers / Pension Transfers

Info gathering and submission of applications
Ensure transfers are finalised

Living Benefits and Death Claims:

Obtain requirements from client
Follow up on claim progress
Ensure finalisation

Sanlam Trust

Assist with registration of deceased estates
Requirement submission, feedback to beneficiaries of progress and finalisation

Client service (together with Personal Assistant):

Any client queries or issues
Contact detail changes
Beneficiary / Nominee changes
Debit order changes
Premium Holiday
Premium warnings
Tax certificates

Distribution and monitoring of Johanna’s duties

Monthly target:

Ensure efficient and timely progress to obtain monthly target

Required Skills and Qualifications

Educational Background: Matric and a business administration diploma would be beneficial
Experience: Prior experience in a Client Service consultant / leader / administrative role, preferably within the insurance or financial services industry.
Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Sanfin and familiarity with office management software.
Communication Skills: Excellent verbal and written communication skills, with a professional and courteous demeanour.
Organisational Skills: Strong organisational skills with the ability to multitask and manage time effectively, work well under pressure.
Attention to Detail: Keen attention to detail to ensure accuracy in documentation and data entry.
Problem-Solving Abilities: Ability to think critically and solve problems independently.
Team Player: Ability to work well within a team and support colleagues as needed.
Language Proficiency: Proficient in Afrikaans and English

Preferred Skills and Qualifications

Insurance Knowledge: Basic understanding of insurance products and services.
Customer Service Experience: Experience in a customer-facing role, with a focus on client satisfaction.

Posted on 12 Jul 11:17, Closing date 10 Sep