Management and servicing of direct personal lines insurance client portfolios. The Service Consultant needs to ensure that there is a balance between the company's business priorities, which includes growth and client retention, whilst adhering to the insurance needs of clients.
Requirements
- 3 Years' Experience in Servicing (Short Term Insurance)
- Matric/Grade 12
- FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list.
- FAIS Regulatory examination for Representatives (RE5)
- 18 CPD (continuous professional development) points for anyone working with two lines of business and KI's
- Drivers license and own vehicle
- Servicing of dedicated client portfolios either telephonically, face to face (in person) and electronically
- Credit control/Unpaid Debit Orders/Account Queries
- Maintaining and building client relationships
- Delivering excellent client service
- Maintaining and improving agreed client service levels
- Thorough knowledge of short-term insurance products
- Retention of current client portfolio
- Growing current client portfolio
- Identifying cross selling opportunities and provide leads
- Assist clients with claim forms and queries
- Day to Day management/assistance to clients and ensuring portfolio profitability
- Underwriting on multi claimants/high loss ratio clients
- Processing of Renewals
- The role requires regular travel to clients in Pretoria, Mpumalanga and Limpopo
