Service Consultant

2 days ago

Nelspruit, South Africa Momentum Insure Company Limited Full time

**Introduction**

**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.

**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 list
- FAIS Regulatory examination for Representatives (RE5)
- 18 CPD (continuous professional development) points

**Duties & Responsibilities**
- 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

**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
- Willingness to assist colleagues and a team player
- Time management

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