Jobafrican
Website Momentum
Job Description:
The Service Consultant is responsible for the management and servicing of direct personal lines insurance high nett worth 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.
Job Responsibilities:
- Identifying cross selling opportunities and provide leads
- Day to Day management/assistance to clients and ensuring portfolio profitability
- Underwriting on multi claimants/high loss ratio clients
- Maintaining and improving agreed client service levels
- Credit control/Unpaid Debit Orders/Account Queries
- Thorough knowledge of short-term insurance products
- Maintaining and building client relationships
Job Requirements:
- Problem solving skills
- Risk Assessment and analysis
- Ability to handle conflict
- Negotiation skills
- Extensive knowledge of the Short-Term Insurance Industry
- Thorough understanding of insurance products
Qualification & Experience:
- Matric/Grade 12
- 18 CPD (continuous professional development) points
- 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
- 3 Years’ Experience in Servicing (Short Term Insurance)
- FAIS Regulatory examination for Representatives (RE5)
Job Details:
Company: Momentum
Vacancy Type: Full Time
Job Functions: Financial Services
Job Location: Port Elizabeth, Eastern Cape, South Africa
Application Deadline: N/A
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