Broker Services Consultant

3 weeks ago

Cape Town, South Africa Discovery Ltd. Full time

**Business Unit**:Discovery Employee Benefits**Function**:Administration and Office Support**Date**:03-Feb-2023Achieve more than
- ***
**YOU BELIEVE**
- Discovery Employee Benefits
Broker Service Consultant
- **About Discovery**
- Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.
- **Key Purpose of the role**
- The primary function of this role is to effectively and efficiently manage and grow relationships between Discovery Life and all stakeholders i.e. both internal and external clients. Ensure that quality service is delivered to these Stakeholders.
- **Areas of responsibility may include but not limited to**
- Build Broker and Employer relationships
- Creating Employer engagements/collaborative reports and presentations are key
- Support the Key Account Management Interventions team through creation of integration content and trends
- new installations, broker changes and benefit enhancements packages and present to Brokers and Clients in person to ensure effective understanding of the product and internal administrative processes.
- Formulating process improvements and review from broker and client feedback
- Effective product presentations and enhancements to existing clients.
- Present and communicate pre-renewals and renewals annually to existing clients.
- Query resolution for clients in credit control due to non-payment.
- Manage the relationship with internal and external clients/brokers with respect to escalations, queries and complaints.
- Ensure access to web training content. Train Clients on how to benefit from our web offerings and functionality.
- Build and maintain client relationships through monthly meetings to retain clients.
- Manage the re-broke process to ensure retention of existing clients
- Managing Complaints and Escalations of clients to ensure high levels of service are adhered to
- Assist with staff development, coaching and training where possible to optimize staff performance i.e. ito of product knowledge
- Manage projects
- Analyse processes to identify risks and opportunities for enhancements or innovations to continuously improve business outputs
- Ensuring all risks are mitigated and escalated, this includes the identification of fraudulent activity and non-disclosure
- Providing effective, efficient, and professional service to all our clients, both telephonically and through written correspondence and client visits
- Responding to queries ensuring they are resolved timeously and effectively.
- Client meetings

**Personal Attributes and Skills**
- Self-starter with a high attention to detail and be able to multi-task
- Good at follow through
- Exceptional ability to communicate written and orally
- Problem solving and solution focused
- Analytical - interpretation
- Building relationships
- Coping with pressure (deadlines)
- Time-Management and Organizational Skills
- Must be team orientated, willing to assist other team members in the office
- Compassion: will be working with people who are sometimes in dire situations or going through difficult transitions. Must be compassionate to their situation and working with them in a positive way
- Outstanding customer service skills
- Willing to do client and broker visits

**Education and Experience**
- Matric - Essential
- Product and process knowledge
- 3-5 years relevant experience
- Advanced excel skills
- NQF level 5 and RE5

**EMPLOYMENT EQUITY**

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
- EMPLOYMENT EQUITY
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

  • Broker Consultant

    4 weeks ago

    Cape Town, South Africa Ultra Personnel Full time

    Matric (Grade 12) A three-year or higher Bachelors degree or National Diploma A completed NQF 5 Wealth Management or RFP 3 would be advantageous South African drivers license and must have own transport At least 3 to 5 years of experience in the Financial Services or Life Assurance industry in a Broker Consultant sales and/or service related role Good...

  • Broker Consultant

    2 weeks ago

    Cape Town, South Africa Old Mutual Full time

    Description This role forms the integral link between Old Mutual and its base of intermediaries, both internally and externally. You will independently manage assigned intermediaries and be responsible for promoting Old Mutual products and brands to Intermediaries and clients via the Intermediaries. You will develop and implement Intermediary...

  • Broker Consultant | Cape Town

    4 weeks ago

    Cape Town, South Africa The Recruitment Council Full time

    Are you a passionate Broker Consultant looking to make a significant impact in the financial services industry? An esteemed financial services company partnered with a leading recruitment agency is seeking a talented individual like you to join their dynamic team. You will need to support and build relationships with financial advisers around the country...

  • Transport Broker

    7 days ago

    Cape Town, South Africa FROGG Recruitment Full time

    **Transport Broker / Controller - Transport / Logistics - Bellville** **Minimum Requirement’s** - Matric - Must have FMCG or Mining or Agriculture industry experience. - 3+ years’ experience as a Broker. - Sourcing of New Clients / Business **Duties** - The ability to deliver exceptional client service and build strong relationships - Ability to work...

  • Solution Specialist | Broker Consulting | CPT/DBN

    4 weeks ago

    Cape Town, South Africa The Recruitment Council Full time

    Role: Solution SpecialistCategory: Broker ConsultingLocation: Cape Town / DurbanSalary: R 300 000 - R 420 000 Per AnnumAre you a passionate Solution Specialist looking to make a significant impact in the financial services industry? An esteemed financial services company partnered with a leading recruitment agency is seeking a talented individual like you...

  • Insurance Consultant

    4 weeks ago

    Cape Town, South Africa CallForce Full time

    INSURANCE CONSULTANT (JG10) WHAT DOES THE INSURANCE CONSULTANT DO?Santam Operations, Commercial Contact Centre have career opportunities available for Insurance Consultants base in Cape Town, Bellville. The insurance consultant role is focused on providing an end-to-end service and support to brokers. WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?This role is...

  • Internal Service Consultant-Cape Town

    4 weeks ago

    Cape Town, Western Cape, South Africa Jobking Full time

    MMI Health, an entity of MMI Holdings Limited (MMI), delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by using a defined set of Health...

  • Forex Broker

    4 weeks ago

    Cape Town, South Africa Sable International Full time

    Sable International vacancy: Forex Broker Are you energetic, ambitious, and looking to develop your career? Our Cape Town Global Forex department is looking to add a Forex Broker to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it. **You are perfect for this position if you**: - Have...

  • Broker Assistant

    4 weeks ago

    Cape Town, South Africa RSA Agri Brokers (Pty) Ltd Full time

    **(Reg. No. 1998/020929/07)** **RSA Agri Brokers (Pty) Ltd - Porterville office, has the following opportunity available** **BROKER ASSISTANT- SHORT TERM INSURANCE** **Porterville** **Qualification Requirements** - Grade 12 with at least 5 years experience in Short Term Insurance or a similar field - Regulatory Qualification (RE 5) is required - Any...

  • Insurance Consultant

    3 weeks ago

    Cape Town, South Africa Sanlam Full time

    Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...

  • Outsurance Broker

    4 weeks ago

    Cape Town, South Africa OUTsurance Full time

    Company Description OUTsurance is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work...

  • Affiliate, Listings and Web Broker Manager

    4 weeks ago

    Cape Town, South Africa IWG plc Full time

    Affiliate, Listings and Web Broker Manager   Remote Work can be based in South Africa, Poland, Portugal, Czech Republic, Romania, Malta, Cyprus   Job purpose   This person is responsible for driving IWG Google places and Microsoft Bing listings across all platforms. Additionally, they will develop our affiliate programme and support the web...

  • Commercial Property Broker Cape Town Cbd

    4 weeks ago

    Cape Town, South Africa Spire Property Solutions Full time

    **Commercial Property Broker - Cape Town CBD** Are you a motivated and driven individual with a passion for commercial property? Do you have a keen eye for identifying opportunities and negotiating successful deals? If so, we are looking for skilled commercial property brokers to join our successful broking team in Cape Town. As a commercial property agent,...

  • Insurance Sales Consultant

    4 weeks ago

    Cape Town, South Africa Tracker South Africa Full time

    **Listing reference**: track_001007 **Listing status**: Online **Position summary**: **Industry**:IT & Internet**Job category**:Insurance Management and Administration**Location**:Cape Town**Contract**:Permanent**Remuneration**:Market Related**EE position**:Yes**Introduction**: Tracker’s Sales Department requires a dynamic, resilient, self-motivated...

  • Outbound Concierge Consultant

    4 weeks ago

    Cape Town, South Africa Discovery Ltd. Full time

    **Business Unit**:Discovery Health**Function**:Call Center / Contact Center**Date**:31 Oct 2023**Key Purpose** - The outbound concierge consultant significantly enhances the member’s experience by promoting and facilitating the use of digital servicing assets. This is done by engaging with the designated members through the most appropriate...

  • Senior Sales Consultant

    3 weeks ago

    Cape Town, South Africa Old Mutual Full time

    Description Execution of the On-Platform Business Solutions growth and profitability drivers and enhance the organisations presence and reputation within the general insurance industry. Deliver channel value proposition to build and cement relationships in portfolio of brokers. Execution of the On-Platform Business Solutions growth and profitability...

  • Service Consultant

    4 weeks ago

    Cape Town, South Africa Curiska (Pty) Ltd Full time

    PURPOSE OF POSITION ROLES AND RESPONSIBILITIES 1. Draw Investments and Risk quotes. 3. Submit new business and manage all related processes. 4. Manage existing business queries - and keep advisor and client updated. 5. Work closely with Advice Consultants/Para-planners to draw and collate information required for AnnualReview files. 6. Work closely with...

  • Outsurance Broker

    4 weeks ago

    Cape Town, South Africa OUTsurance Full time

    Company Description OUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other...

  • Service Coordinator for Fire Detection Company

    6 days ago

    Cape Town, South Africa Independent HR Consultant Full time

    Service Coordinator Main Duties: - Compile quotes for servicing and remedial(repair) works. - Send reminders to clients for services that are due as per service matrix. - Schedule the service techs and inform clients accordingly. - Receive job cards and process for invoicing. - Draw stock from stores for remedial works or place request for purchase...

  • Leasing Consultant

    4 weeks ago

    Cape Town, South Africa Ability Recruitment Full time

    2023-03-08 - 2023-03-31 - Permanent - JHB002715 - Property- Western Cape, Cape Town - R 10000 - R 15000 Monthly Cost To Company- Carry out leasing functions including procuring new tenants, showing vacant units, clarifying lease terms to prospective tenants, preparing new leases, assisting with resolving relevant account queries or disputes, and completing...