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Service Consultant- Bloemfontein

Employer
Momentum Insure Company Limited
Location
Bloemfontein Bloemfontein Mangaung, South Africa
Salary
Competitive
Closing date
Dec 8, 2023

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities, and businesses. Visit us at www.momentummetropolitan.co.za.

Role Purpose

Management and servicing of direct personal lines insurance 55 plus and priceless 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

Matric/Grade 12
3 Years' Experience in Servicing (Short Term Insurance)
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 recognized qualification as per the FSCA qualification list.

FAIS Regulatory examination for Representatives (RE5)
12 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
Proficient in English and Afrikaans
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
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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