Service Consultant at Momentum Metropolitan Holdings Limited

Role Purpose    

• Management and servicing of direct personal lines insurance 55 plus 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    

• 3 Years' Experience in Servicing (Short Term Insurance)
• Matric/Grade 12
• 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
• FAIS Regulatory examination for Representatives (RE5)
• 18 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
• Extensive knowledge of the Short-Term Insurance Industry
• 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