Customer Service Consultant

7 days ago


Cape Town, South Africa Ikusasa Recruitment Group Full time

Role

Purpose Management and servicing of direct personal lines insurance 55 plus client portfolios whilst ensuring a balance between the company's business priorities including growth and client retention whilst adhering to the insurance needs of clients, in conjunction with Financial Services Regulations.

Experience and Qualifications
- 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
- 120 FAIS CREDITS
- FAIS Regulatory examination for Representatives(RE5)
- 18 CPD (continuous professional development) points

Competencies required
- 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

Responsibilities and work outputs
- Servicing of dedicated client portfolios
- 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

**Salary**: R26,000.00 per month



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