Momentum Vacancies – Service Consultant

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

Apply Here

Check Also

Half Price Books Jobs – Online Job Applications

Job hopefuls who hope to build their career in the field where they can have …