Personal Insurance Advisor

3 weeks ago


Bedfordview, Gauteng, South Africa Bsure Insurance advisors Full time

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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