Job Purpose<\/p>\n
\tThe Policy Servicing Administrator will provide comprehensive administrative support to potential and existing \u00a0Icebolethu FSP clients. The role requires exceptional organisational skills, client care experience, and experience with Easipol and CRM systems. The ideal candidate will have strong attention to detail and the ability to handle multiple tasks efficiently.<\/p>\n
Key Responsibilities<\/p>\n
Operational Management:<\/p>\n
\tMaintain a healthy relationship with existing customers and build trust with potential customers.
\n\tSupport requests associated with all Icebolethu FSP services and products.
\n\tProvide support to clients and customer facing staff by means of communication.
\n\tAssist in resolving all policy-related queries.
\n\tAssist with the coordination \u00a0and amendments on policies for existing clients.
\n\tAct collaboratively to solve problems and resolve spontaneous and unique situations.
\n\tEnsure delivery of committed services and overall customer satisfaction.
\n\tDemonstrate leadership, responsiveness and creativity in finding solutions.
\n\tEnsure appropriate follow-up with customers.
\n\tAmend data on the online system and data capture of client.
\n\tMaintain an efficient work environment.
\n\tScreen calls, and handle requests, and enquiries.
\n\tAssist in client retention.
\n\tIdentify new and efficient ways to manage ticketing queues and workflows.
\n\tProvide sales and administrative support to internal and external agents.
\n\tAssist with the coordination and scheduling of orders and amendments, upgrades and cutovers for existing clients.
\n\tAssisting in first-line support as and when required.<\/p>\n
Qualifications<\/p>\n
\tGrade 12 \/ Matric (Required).
\n\tFAIS RE5 advantageous (or willingness to obtain).
\n\tCertificate in Short-Term Insurance (NQF4) is beneficial.
\n\tComputer literacy (MS Office, CRM systems).<\/p>\n
Experience<\/p>\n
\t1\u20132+ years in policy administration, insurance servicing, financial services, or funeral insurance.
\n\tExperience with policy management systems (e.g., Funeral system, CRM, underwriting platforms).
\n\tCustomer service experience in a busy, high-volume environment<\/p>\n
Technical Competencies<\/p>\n
\tStrong understanding of insurance products and policy lifecycle.
\n\tKnowledge of funeral insurance processes, underwriting, lapses, reinstatements, and claims.
\n\tUnderstanding of regulatory frameworks (FSCA), TCF (Treating Customers Fairly), FAIS & FICA.
\n\tAccurate data-capturing ability and excellent recordkeeping skills.
\n\tAbility to interpret policy wording and policy schedules.
\n\tExperience working with Eazipol and CRM systems.
\n\tStrong organisational and time management skills.
\n\tProficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
\n\tAbility to work independently and as part of a team.
\n\tEffective communication and interpersonal skills.
\n\tHigh level of integrity and confidentiality.
\n\tAnalytical and problem-solving skills.
\n\tAbility to handle multiple tasks and meet deadlines.
\n\tProactive and self-motivated.<\/p>\n
Apply via company website ( N \/ A ) or<\/p>\n
www.icebolethugroup.co.za<\/p>\n
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