Operations Consultant - Sandton at Momentum Metropolitan Holdings Limited

Role Purpose    

• Provide client support services in a timely, accurately and professional manner. Build positive and productive relationships with individual and corporate clients. Manage and grow corporate clients’ portfolios. Maintain existing client base, retain and cross sell. Generate potential leads for advisors. Act as primary contact person for client inquiries and facilitate claims.

Requirements    

• Matric/Senior Certificate
• FAIS Compliant essential (minimum of 120 credits)
• RE
• Computer literate [MS Word, MS Excel, Policy Management system (in-house)]
• 3 years work experience in short term insurance
• Customer service orientated
• Excellent communication skills, including telephone etiquette, bilingualism
• Able to handle pressure
• Planning and organising skills
• Good negotiation skills

Duties & Responsibilities    

• Deliver the right results the FIRST time.
• Be thorough and accurate in delivery of work output.
• Prove to be reliable when tasks are requested.
• Meet agreed deadlines.
• Urgency of delivery (under promise and over deliver)
• Do additional tasks or more tasks in required time frame.
• Relay clear and concise information to one another.
• Indulge in active listening practices.
• Listen and interpret tasks correctly.
• Practice effective written and oral communication.
• Use your initiative – identify tasks to be done.
• Have the right attitude.
• Seek solutions – implement your. recommendations.
• Be imaginative.
• Be self motivated .
• Ensure timorous implementation of activity.
• Prioritise your tasks.
• Meet deadlines set by other people.
• Manage your time.
• Use resources and equipment effectively in order to achieve accurate work in order to achieve accurate work.
• Be punctual and accurate.
• Support and contribute to divisional activity.
• Confront problems or concerns openly.
• Demonstrate your desire to progress in the division or Group.
• Apply your work knowledge in related fields.
• Remain informed of industry developments and apply this to day-to-day work.
• Assist and solve customer queries immediately.
• Provide written and verbal feedback to customers.
• Take responsibility for your workload.
• Be willing to take responsibility for decisions made and outcome.
• Screen facts.
• Diagnose causes.
• Weigh alternative solutions.
• Use own judgement to make timorous decisions.

Competencies    

• ACCURACY
• QUALITY
• QUANTITY
• OPEN COMMUNICATION
• PRO-ACTIVE (INITIATIVE & CREATIVITY)
• PLANNING AND ORGANISING
• BE PROFESSIONAL
• TEAMWORK        
• AMBITION
• APPLICATION OF KNOWLEDGE
• CUSTOMER SERVICE
• ACCEPTANCE OF RESPONSIBILITY
• DECISION MAKING