Policy Services Consultants

2 weeks ago


Johannesburg, Gauteng, South Africa Belmar Personnel Full time

Randburg

Purpose of the job
To service an existing book of business. To analyse and mitigate risk by maintaining and servicing the existing broker portfolios.

Functions include but is not limited to:
Day to day management of Client Policies

Adding and removing of items from Clients Policies

Discussing of Renewal terms with clients

Relationship Building with Clients

Policy Retention

Welcoming of clients

Collecting background information and assessment of risk

Evaluate software-based recommendations

Adding items and adding specific conditions when required

Negotiating terms

Requirements:

RE compliant must have the RE1 or RE5 certificate

FAIS Accredited and compliant or close to achieving full credits.

Comply with the necessary Class of Business requirements

Comply with the annual continuous professional development requirements

Have a Matric Certificate

Have a minimum of 12 months experience in Personal Lines Insurance and more specifically in Underwriting/Policy services.

Experience within an outbound or inbound call centre environment.

Have a COP or higher insurance qualifications

Be computer literate with experience on MS Word, Outlook and IMS and iSuite.

Have good interpersonal and communication skills for building relationships

Work accurately and pay attention to detail

Be able to work under pressure and handle irate clients in a composed manner

Have product knowledge

Can adapt to constant changes

Have excellent negotiation skills and ability to represent the Company in a favourable manner

Can make decisions and have accountability

Be trustworthy

Be a team player and take responsibility for own development initiatives

Deal with client queries timeously in an open, professional, and empathetic manner

Provide professional and correct advice and ensure that clients interests are always safeguarded.

Actively participate and contribute toward the team

Co-operates, supports, encourages, and interacts with other team members and always takes on their fair share of workload

Be prepared to work on shifts

Have good time management skills

Work Ethic. Be at work on time, meet targets and deadlines to the best of your ability.

Eager and Willing to add to your knowledge base and skills

Have good problem-Solving Skills.

Understands and knows the companies Value Propositions

Understand and knows the companies, Mission, Vision and Values.

Have good analytical skills

Is a team player

Have excellent attention to detail

Have good judgement

Have good negotiation and interpersonal skills
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