Job description
Job description:
The Client Care Centre provides telephonic personal lines support. The Service Consultant is responsible to review individual applications for insurance to evaluate the degree of risk involved, to determine suitable underwriting solutions, to assist with queries and to complete annual renewals.
Responsibilities:
- Analyse individual needs of clients to provide suitable underwriting support
- Assist in resolving clients queries in a timeous manner
- Confirm FAIS compliance of documentation received
- Maintaining detailed record of all actions taken
- Following up on leads and referrals
- Identify and correct deviations
- Complete annual renewals
- Retention of clients
Skill sets required:
- Matric NQF Level 4 – Full qualification (short-term insurance) as set by regulation. Minimum: Fully compliant for personal lines
- Regulatory Examination Level 1 (Representatives) successfully completed
- Minimum 5 years’ experience in the financial services industry, with a focus on personal lines underwriting
- Previous working experience in a client services environment
- Excellent verbal and written communication skills
- Excellent interpersonal and negotiation skills
- Strong time management and multi-tasking skills
- Good policy, product and systems knowledge
- Good planning and organising skills
- Highly customer focused
- High stress tolerance & resilience
Job Type: Full-time
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