Personal Lines Consultant
3 weeks ago
Position Overview
As a Personal Lines Consultant, you will oversee the comprehensive customer journey for both new and existing clients. Your primary responsibility will be to deliver first-rate support, addressing inquiries, servicing, and retaining current policies while driving sales through effective coordination within established Service Level Agreements (SLAs).
- Assist customers over the phone by guiding them through our product range, pricing structures, and terms and conditions.
- Take responsibility for inquiries, ensuring they are resolved promptly and efficiently.
- Manage urgent and complex requests received via phone and email.
- Escalate unresolved issues and keep clients updated on any delays in resolution.
- Maintain the required quality assurance average across all interactions.
- Continuously assess turnaround times and quality benchmarks, addressing issues swiftly to improve client service delivery.
- Accurately and effectively record all customer information.
- Conclude calls at the point of contact whenever feasible.
- Send accurate policy documentation to clients within the specified timeframes.
- Exhibit thorough knowledge of our product offerings, promotional campaigns, rules, and conditions to recommend suitable solutions to clients.
Qualifications:
- Completed Grade 12
- Relevant RE/Class of Business certification
- A formal qualification is advantageous.
Skills:
Demonstrated ability to manage customer relationships effectively and deliver exceptional service.
Education:
Relevant educational background that supports the role.
Application Deadline:
We look forward to your interest in joining our team.
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