Envoy Service Consultant

2 months ago


Sandton, South Africa Momentum Insure Company Limited Full time

**Introduction**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose**
- Management and servicing of direct personal lines insurance client portfolios. The Service Consultant needs to ensure that there is a balance between the company's business priorities, which includes growth and client retention, whilst adhering to the insurance needs of clients.**Requirements**:

- 3 Years' Experience in Servicing (Short Term Insurance)
- Matric/Grade 12
- 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
- FAIS Regulatory examination for Representatives (RE5)
- 18 CPD (continuous professional development) points for anyone working with two lines of business and KI's
- Driver’s license and own vehicle

**Duties & Responsibilities**
- Servicing of dedicated client portfolios either telephonically, face to face (in person) and electronically
- 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 of short-term 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 to clients in and around South Gauteng

**Competencies**
- Technical Retail Acumen
- Portfolio Management
- Risk awareness
- Cross selling/Lead Referral
- Extensive knowledge of the Short-Term Insurance Industry
- Thorough understanding of insurance products
- Thorough understanding of business principles and Practices
- Interpersonal Skills
- Ability to handle conflict
- Negotiation skills
- Problem solving skills
- Risk Assessment and analysis
- Insurance Principles and practice
- Customer and Personal Service
- Clerical and Administrative Skills
- Team Player and a willingness to assist colleagues
- Time management


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