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Broker Customer Service Consultant
1 week ago
The Service Consultant will be required to manage clients portfolios Personal lines portfolios F2F, telephonic and by You must be able to retain clients policies amd know you clients needs
Duties
- 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 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
- The role requires regular travel in the Gauteng Province
Requirements:
- 3 Years' Experience in Servicing
Matric/Grade 1
- 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 for anyone working with two lines of business and KI's
- Drivers license and own vehicle
Salary:
R30 000,00 - R35 000,00 per month
Application Question(s):
- Do you have a RE5 Qualification
- Do you have 18CPD Points
- Do you have 120 Fais Credits
- Do you have your OWN Car
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