Personal Lines Quotation Consultant

1 week ago

Johannesburg, South Africa The Talent Hive Full time

Prepare Quotations in accordance with standards, policies and procedures.
- Support BDC’s in acquiring profitable business.
- Attend to administration and written communication.
- Ensure that all documentation is processed accurately & correctly.
- Ensure documentation is checked and authorized prior to dispatch.
- Ensure queries are resolved as per company standards.
- Ensure timeous and accurate management of mail count.
- Ensure policies are not overexposed.
- Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures and standards.
- Resolve escalated customer queries and complaints and provide feedback to customers on matters resolved. - Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals.
- Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.
- Align own behaviour with the organization culture and values.
- Share and transfer product, process and systems knowledge to colleagues.
- Collaborate and work with the Underwriting team to ensure required service levels are delivered.
- Ensure adherence to organizational policies, practices and procedures.
- Identify and recommend areas / ways to improve processes.
- Process discount request within mandate.
- Approval of violations/ mandates
- Ad-hoc duties and special projects
- Ad-hoc assistance in other departments as and when required
- Attend meetings as and when required.

**Minimum Requirements**:

- Matric
- RE5
- FAIS fit and proper
- Relevant experience
- CPD Hours

Between 1 - 3 Years

  • Personal Portfolio Consultant

    7 days ago

    Johannesburg, South Africa B-Sure Full time

    Job Overview **Date Posted**: Posted 4 hours ago **Location**: Johannesburg, Gauteng **Job Title**: Personal Portfolio Consultant **Salary**: R25,000 **Salary Type**: Basic + Commission **Education Level**: Certificate **Job Level**: Intermediate **Required Experience**: 1 - 3 Years Personal Portfolio Consultant - Johannesburg A Personal Portfolio...

  • Consultant Personal Lines

    3 weeks ago

    Johannesburg, South Africa Old Mutual South Africa Full time

    Consultant Personal Lines – Old Mutual South Africa Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Purpose Provides a positive customer experience by being helpful and sensitive to customer needs, managing expectations, and providing solutions including directing customers...

  • Personal Lines Sales Consultant

    7 days ago

    Johannesburg, South Africa ALJ Insurance Brokers Full time

    ALJ Insurance Brokers (ALJ) is in search of sales consultants experienced in personal lines insurance. **Key Responsibilities**: Generate new sales leads by making use of social media, marketing car dealerships, and gaining referrals. Have extensive product knowledge of the type of short-term insurance packages available (car, household), in order to...

  • Personal Lines Broker

    7 days ago

    Johannesburg, South Africa RAD Resources Full time

    Insurance Brokerage in Johannesburg North is seeking a dedicated Insurance Broker to oversee clients' short-term insurance needs, ensuring unparalleled personalized service and standards maintenance. Responsibilities include: - Servicing existing portfolios and providing quotations - Assisting clients telephonically and confirming instructions in writing -...

  • Consultant Personal Lines

    4 weeks ago

    Johannesburg, South Africa Old Mutual Limited Full time

    **Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.**Job Description**### Purpose: Provides a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in...

  • Personal Lines Sales Assistant

    3 weeks ago

    Johannesburg, South Africa The Recruitment Council Full time

    Personal Lines Sales Assistant - Randburg/Hillcrest Our client, a dynamic player in the insurance sector, is seeking a dedicated and client-focused Personal Lines Sales Assistant to join their team. This is a fully office-based role, offering a great opportunity to grow your career in the short-term insurance industry. What You''ll Do: You''ll play a vital...

  • Personal Lines Consultant

    23 hours ago

    Johannesburg, Gauteng, South Africa Old Mutual Limited Full time

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionPurpose: Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries, service and retain existing policies and generate sales by co-ordinating...

  • Business Development Consultant

    5 days ago

    Johannesburg, South Africa Staff Solutions Full time

    **Gauteng**, JHB - Central** **Negotiable Annually Basic Plus Commission (Market related)** **Our Client who is in the Healthcare and Financial Services Sector requires Business Development Consultants to join their team in Johannesburg** **Responsibilities and work outputs for Business Development Consultants (Personal lines)**: - **Source sufficient...

  • Consultant Personal Lines

    4 weeks ago

    Johannesburg, South Africa Old Mutual Full time

    Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description Purpose: Provides a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence...

  • Consultant Personal Lines

    7 days ago

    Johannesburg, Gauteng, South Africa Old Mutual Limited Full time R250 000 - R750 000 per year

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionPurpose: Provides a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to...