Client Service Advisor

4 weeks ago

Johannesburg, South Africa The Recruitment Council Full time

Key Areas of Responsibilities
Responsible for being the primary point of contact for clients
Contributes to and provides input into the entire client life-cycle, including renewals, endorsements and/or cancellations.
Works with New Business Development Executive to generate and co-ordinate internal new business leads to enable the cross-selling strategy
Works with Client Manager or Strategic Account Manager to ensure high quality,
efficient and compliant delivery of all client servicing administrative/transactional
activities
Provides clients with renewal notices and reminders
Prepares renewal instruction forms, quotes, closing instructions and proposal
forms for clients and/or insurers
Communicates with insurers on any discounts, following requests from clients
Manages and facilitates the cancellation process and creates the necessary
documentation
Fulfils the primary point of contact for clients providing services and resolving
queries
Assists in the day to day running of clients risk and insurance programmes,
producing and checking documentation where required

Liaises with the outsource supplier to pass on appropriate work and ensure
standards are met (where outsource partner exists)
Contributes to all client planning meetings and attends and contributes to internal
and external client meetings
Responsible for credit control

Key Requirements
Qualifications.
A minimum of Grade 12 or equivalent
A Bachelors degree is preferable
Must be registered as a representative with the FSCA in terms of the FAIS Act
Must be registered as a licentiate with the IISA Knowledge.
Excellent knowledge of policy wordings
A comprehensive knowledge of the South African and international short-term
insurance markets will be advantageous
An in-depth strategic knowledge of industry and business strategies and company goals will be advantageous
Computer literacy with advanced know-how in MS Word and Excel.


Skills and Attributes.
Advanced analytical, technical and problem-solving skills and abilities
Ability to communicate effectively
Good interpersonal and organizational skills
Ability to work effectively in and with teams.


Experience.
Have a minimum of 2 - 3 years experience in a similar or related role

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