Service Consultant/ Client Portfolio Consultant - Durban

Role Purpose
Management and servicing of direct personal lines insurance 55 plus 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.

Location
x1 Nelspruit and x1 Durban

Responsibilities and work outputs

• 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

Competencies required

• Technical Retail Acumen
• Portfolio Management
• Risk awareness
• Crossselling/Lead Referral

Experience and Qualifications

• 3 Years' Experience in Servicing (Short Term Insurance)
• Matric/Grade 12
• 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 recognised qualification as per the FSCA qualification list
• FAIS Regulatory examination for Representatives(RE5)
• 18 CPD (continuous professional development) points

We're looking for someone with

• Extensive knowledge of the Short-Term Insurance Industry
• Thorough understanding of insurance products
• Thorough understanding of business principles and Practices
• Interpersonal Skills
• Ability to handle conflict
• Negotiation skills
• Problem solving skills
• Risk Assessment and analysis
• Insurance Principles and practice
• Customer and Personal Service
• Clerical and Administrative Skills
• Willingness to assist colleagues and a team player
• Time management