Posted on: 01 December 2023
ID 894226

Service Consultant- Bloemfontein

Role Purpose

Management and servicing of direct personal lines insurance 55 plus and priceless client portfolios whilst ensuring a

balance between the company's business priorities including growth and client retention whilst adhering to the

insurance needs of clients, in conjunction with Financial Services Regulations.

Requirements
  • Matric/Grade 12
  • 3 Years' Experience in Servicing (Short Term Insurance)
  • 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 recognized qualification as per the FSCA qualification list.
  • FAIS Regulatory examination for Representatives (RE5)
  • 12 CPD (continuous professional development) points
Duties and Responsibilities
  • Servicing of dedicated client portfolios
  • 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
Occupation:
Finance jobs


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