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Personal Insurance Advisor
3 weeks ago
Client care is responsible for managing calls from existing clients, making required amendments to client's policies, and is responsible for the upselling of existing clients polices.
- Following up for clients to ensure changes and queries have been dealt with timeously.
- Managing general queries from clients in a manner which simplifies the client's efforts.
- Responsible for making required amendments.
- Requesting refunds where necessary.
- Uploading policies on CURA.
- Forwarding any policy documents pertaining to the client.
- Notifying clients of premium increases.
- Contacting clients in order to arrange redebits.
- Assist with admin fees and banking details if necessary.
- Manage outstanding requirements in order to ensure customer compliance.
- ROA (record of advice) ensures that the ROA has been updated as per the clients. request following any communication with a client.
- Performing other tasks and duties as required.
- Upselling current portfolios to meet SPV targets.
Salary:
R5,500.00 per month
Ability to commute/relocate:
- Bedfordview, Gauteng: Reliably commute or planning to relocate before starting work (required)
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