Commercial Lines Processing Consultant

2 weeks ago


Johannesburg, Gauteng, South Africa Old Mutual Full time

Description

**Purpose of the Job**

Perform service requests received from customers for Commercial DFA Agents and/or Tied Agents by processing transactions within Underwriting Guidelines to enhance customer experience.

Competencies

Critical objectives and responsibilities:

  • Strategic
  • Customer
  • Collaboration
  • Leading with Influence
  • Innovation
  • Personal Mastery
  • Executing

Service Delivery to ensure customer satisfaction

  • Process and respond to all requests accurately.
  • Interact professionally with customers according to company values.
  • Manage time efficiently to meet deadlines and targets.
  • Demonstrate expert knowledge of products and services to offer exceptional customer service.
  • Accountable for achieving set targets.

Adhere to service standards and provide quality service delivery

  • Deliver services in line with quality standards.
  • Build positive customer relations and address queries and complaints.
  • Maintain excellent relationships with stakeholders.
  • Contribute to a service culture that fosters relationships and proposes innovations for exceptional service.

Continuous improvement of work outputs

  • Follow agreed processes to deliver operational results.
  • Strive for continuous enhancement of processes.
  • Market processes internally and report issues.
  • Optimize processes, products, and systems for strategic advantage.

Adhere to all financial requirements to ensure cost control and governance adherence

  • Use resources efficiently according to policies.
  • Comply with corporate governance.
  • Operate within approved mandates.

Quality people practices

  • Align behavior with organizational culture and values.
  • Share knowledge with colleagues.
  • Collaborate with team to meet service levels.
  • Participate in professional development.

**Experience, knowledge & skills required**

  • Grade 12.
  • 2 – 3 years' experience in Commercial Underwriting.
  • FAIS Compliant (or studying towards compliance within 12 months) advantageous.
  • Computer literate.

Competency Descriptors

  • Strategic: Identifies opportunities for value-adding change and acts effectively.
  • Customer: Focuses on customer value and business improvement.
  • Collaboration: Builds relationships, fosters collaboration across boundaries.
  • Leading with Influence: Inspires others, supports growth, and communicates clear objectives.
  • Innovation: Generates creative solutions, challenges the status quo.
  • Personal Mastery: Builds self-awareness, copes with challenges effectively.
  • Executing: Demonstrates drive and perseverance in achieving results.

Skills

Education

Closing Date

28 May 2024

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