Applications Open for the Assupol Client Services Administrator: Branch Administration Post


To provide professional first line support to clients and sales support

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 (loan, partial surrender paid up)
• Inform relevant Sales Manager of the intended cancelation for retention
• As per clients request follow the standard cancelation procedure,

4. Administrate Demutualization Process

• Capture client information  
• Inform clients of status of their shares 
• Update clients information on Aims systems 
• Register and forward to Head office.

 5. Office Administration

  • Manage mail and fax 
  • Prepare statistical reports
  • Assist with data capturing when required 
  • Encourage clients to complete the survey 

6. Fit and Proper Requirements

  • Adhere and comply to FSB board notice in terms of FAIS

7. Documentation and Filing Procedures

  • Keep record systems up to date 
  • File and keep documentation for a period as required by the legislation


  • Matric
  • Recognised Qualification as per the FSCA (Advantage)
  • RE 5
  • Registration as an Employee Representative (FSCA)
  • CPD
  • COB (Depending on DOFA)


  • 2 Years’ Experience in the Insurance Industry; 
  • 1 Year Client Services
  • 1 Years’ experience in: Category A, B, C and retail benefits (Advantage)

Work Level

  • Junior

Job Type

  • Permanent


  • Port Elizabeth

How to Apply

Click HERE to start your application process.

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