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