Location: Centurion
Employment: Permanent
Closing date: 25 January 2019
EE/AA: Not applicable
Vacancies X 9


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, the ability to sell to new prospects as well as up selling on the existing book to assist with queries and to complete annual renewals.

Job Specifications:
• 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
• Deliver on Treating Customers Fairly principles in alignment with regulatory requirements
• Strong selling abilities

Qualifications & Experience:
• Regulatory Examination level 1 (Representatives) – RE 5
• NQF Level 4 Short Term Insurance qualification of suitable alternative as recognized 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
• Grade 12 (Standard 10)

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 organizing skills
• Highly customer focused
• High stress tolerance & resilience
• Target driven

Desirable:
- Call Centre Experience
- Sales Experience