Job Description

Closing Date 2023/12/07
Reference Number MMH231129-18
Job Title Service Consultant- Bloemfontein
Position Type Permanent
Role Family Client Services
Cluster Momentum Insure Company Limited
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Free State
Location - Town / City Bloemfontein
Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme),
and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and
people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,
protect what matters to them and invest for the future. We help companies and organisations care for and reward
their employees and members. Through our own network of advisers or via independent brokers and utilising new
platforms Momentum Metropolitan provides practical financial solutions for people, communities, and businesses.
Visit us at www.momentummetropolitan.co.za.
Role Purpose

Management and servicing of direct personal lines insurance 55 plus and priceless 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

• Matric/Grade 12
• 3 Years' Experience in Servicing (Short Term Insurance)
• 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 recognized qualification as per the FSCA qualification list.

• FAIS Regulatory examination for Representatives (RE5)
• 12 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

• Proficient in English and Afrikaans

• 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

• 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

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Momentum Metropolitan