Services Consultant: Personal Lines
2 weeks ago
Job description:
**Responsibilities**:
- Analyse individual needs of clients to provide suitable underwriting support
- Assist in resolving clients queries in a timeous manner
- Confirm FAIS compliance of documentation received
- Maintaining detailed record of all actions taken
- Following up on leads and referrals
- Identify and correct deviations
- Complete annual renewals
- Retention of clients
Skill sets required:
- Matric - NQF Level 4 - Full qualification (short-term insurance) as set by regulation. Minimum: Fully compliant for personal lines
- Regulatory Examination Level 1 (Representatives) successfully completed
- Minimum 5 years’ experience in the financial services industry, with a focus on personal lines underwriting
- Previous working experience in a client services environment
- Excellent verbal and written communication skills
- Excellent interpersonal and negotiation skills
- Strong time management and multi-tasking skills
- Good policy, product and systems knowledge
- Good planning and organising skills
- Highly customer focused
- High stress tolerance & resilience
**Job Type**: Permanent
Ability to commute/relocate:
- Centurion, Gauteng: Reliably commute or planning to relocate before starting work (required)
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