Job Description

Are you passionate about delivering exceptional client experiences in the dynamic world of finance & Insurance? An esteemed financial services organization is on the lookout for talented individuals to join their team as Client Service Advisors. The role of the Client Service Advisor is to work closely with Client Manager/ Account Executive or Strategic Account Manager to retain and service existing and prospective clients. Responsibilities:

• Responsible for being the primary point of contact for clients
• Contributes to and provides input into the entire client life-cycle, including renewals, endorsements and/or cancellations.
• Works with New Business Development Executive to generate and co-ordinate internal new business leads to enable the cross-selling strategy
• Works with Client Manager or Strategic Account Manager to ensure high quality, efficient and compliant delivery of all client servicing administrative/transactional activities
• Provides clients with renewal notices and reminders
• Prepares renewal instruction forms, quotes, closing instructions and proposal forms for clients and/or insurers
• Communicates with insurers on any discounts, following requests from clients
• Manages and facilitates the cancellation process and creates the necessary documentation
• Fulfils the primary point of contact for clients providing services and resolving queries
• Assists in the day to day running of clientsxe2x80x99 risk and insurance programmes, producing and checking documentation where required
• Liaises with the outsource supplier to pass on appropriate work and ensure standards are met (where outsource partner exists)
• Contributes to all client planning meetings and attends and contributes to internal and external client meetings
• Responsible for credit control

Qualifications:

• A Bachelorxe2x80x99s degree is preferable
• Must be registered as a representative with the FSCA in terms of the FAIS Act
• Must be registered as a licentiate with the IISA

Knowledge:

• Excellent knowledge of policy wordings
• A comprehensive knowledge of the South African and international short-term insurance markets will be advantageous
• An in-depth strategic knowledge of industry and business strategies and company goals will be advantageous
• Computer literacy with advanced know-how in MS Word and Excel.

Skills and Attributes:

• Advanced analytical, technical and problem-solving skills and abilities
• Ability to communicate effectively
• Good interpersonal and organizational skills
• Ability to work effectively in and with teams.

Experience:

• Have a minimum of 2 - 3 yearsxe2x80x99 experience in a similar or related role