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
- FAIS Regulatory examination for Representatives (RE5)
- 12 CPD (continuous professional development) points
- 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