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Client services consultant
Port Elizabeth
Job Application Expired, you can only view this job.| Client Services Consultant EE Status: No Ind./Cat: Insurance |
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| Package: R 150000 - R170000 Port Elizabeth |
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PE Based Corporate Insurer requires a Client Service consultant for the Personal Lines side of the business
CORE FUNCTION
To provide a consulting service to the existing client base.
Key Responsibilities:
• Quote on and underwrite any changes required by clients • Act promptly and efficiently on clients requests/requirements in line with business operating practices • Provide professional and correct advice with regard to cover needs adhering to Minimum Operating Practices and FAIS requirements • Explain policy cover and exclusions where necessary • Ensure clients are advised of underwriting requirements in terms of the policy • Retention of clients who wish to cancel • Rebroke risks where necessary to retain clients • Seek opportunities to upsell cover where relevant • Excellent client service capabilities • Pro-active servicing of client base
The Suitable incumbent must:
• Have extensive experience (minimum of 3 years) in personal lines underwriting • Be FAIS compliant to current level and working on meeting next level of requirements (not negotiable) • Be in a position to work one Saturday a month from 8:00am to 1:00pm • Be in a position to work flexible hours based on the business requirements • Be fluent in Afrikaans • Be computer literate, having knowledge of windows based products and ability to utilise in-house programs • Have excellent communication skills, both verbal and written, English - essential • Be a leading example in reliably meeting commitments and deadlines • Have the ability to make decisions and take accountability for those decisions • Have the ability to work under pressure and handle irate clients in composed and professional manner • Be a team player and take responsibility for own development initiatives
FAIS COMPLIANCE
Applicants must:
• Comply with (or have a development plan in place to achieve compliance with) the applicable provision of the determination of Fit & Proper requirements for Financial Services Providers (FSB Board Notice 91 of 2003); and • Have knowledge and understanding of the applicable provisions of the general code of conduct of Authorized Financial Services Providers and Representatives (FSB Board Notice 80). This information is on the FSB Internet site (for prospective employees) or available under Compliance on the Company intranet site (staff). • Have a basic understanding of the Financial Intelligence Centre Act (FICA), Act 38 of 2001, and the money laundering provisions of the Prevention of Organized Crime Act 121 of 1998. • Complete RE1 exams by July 2012 Interested candidates with the relevant experience please contact Yolanda Vermeulen on 041373 0827 / yolanda@cityplacements.co.za
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