The Client Service Consultant is the primary point of contact for clients and contributes to the client life cycle (renewals, endorsements and/or cancellations where applicable).This position complies with the Company’ s Employment Equity Policies. Key Responsibilities Ensure high quality, efficient and compliant delivery of all client servicing administrative/transactional activities.
Provides client with renewal notices and reminders.
Prepare renewal instruction forms, quotes, closing instructions and proposal forms for clients and/or insurers.
Communicate with insurers on any discounts, following requests from clients.
Manage and facilitate the cancellation process, as well as create necessary documentation.
Report on the age analysis and take the appropriate action.
Primary point of contact for clients providing services and resolving queries.
Assist in the day to day running of clients’ risk and insurance programmes, producing and checking documentation where required.
Prioritise own work and work autonomously within defined boundaries.
Liaise with outsource suppliers to pass on appropriate work and ensure standards are met (where outsource partner exists).
Support the Marketing Activities and attend network functions (where applicable).
Adhere to the minimum Quality and Service Standards’. Minimum Requirements A minimum of Grade 12 or equivalent.
A Bachelor’s degree is preferable.
Must be registered as a representative with the FSCA in terms of the FAIS Act.
Have a minimum of 3 – 6 years’ experience in a similar or related role.
Be dependable and respect confidentiality.
Have a high work ethic and must have the ability to function effectively under pressure.
Be a team player, have the ability to build good relationships, support and actively participate in, and contribute to any team initiatives. FAIS Compliance Applicants must:1. Comply with the applicable Fit and Proper provisions as set out in the Board Notice 106 of 2008 issued by the Financial Services Conduct Authority governing Financial Advisory and Intermediary services Act, 2002 – Determination of Fit and Proper requirements for Financial Service Providers, 2008.
2. Have knowledge and understanding of the applicable provisions set out in the General Code of Conduct for Authorized Financial Services Providers and Representatives (as governed by the Financial Services Board, Board Notice 80 of 2003);
3. Have knowledge and understanding of the applicable provisions set out in the Short Term Insurance Act No 53 of 1998 and supporting regulations.
4. Have an understanding of the provisions of the Financial Intelligence Centre Act (FICA), No 38 of 2001 and amendments thereof.