SERVICE CONSULTANT: CLIENT CARE CENTRE

Location: Centurion
Employment: Permanent
Closing date: 12 January 2018
EE/AA: Not applicable

Overall purpose of the position:
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.

Job Specifications:
• Analyse individual needs of clients of 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

Qualifications & Experience:
• Regulatory Examination level 1 (Representatives) – RE 5
• NQF Level 4 Short Term Insurance qualification of suitable alternative as recognised by the Financial Services Board (Minimum: Fully compliant for personal lines)
• Minimum of five (5) years´ experience in the financial services industry, with a focus on personal lines underwriting
• Previous working experience in a client services environment

Skills/Competencies:
• 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 focussed
• High stress tolerance & resilience