Insurance Consultant: Broker Support & Policy Services

CallForce; Durban; On-site; ZAR 120,000 - 180,000; Full time

Job summary

CallForce in Durban is seeking Insurance Consultants to provide end-to-end support for brokers. The role entails addressing broker requests and servicing insurance inquiries with efficiency and compliance.

The ideal candidates will manage client expectations, assist with policy issuance and adjustments, and provide excellent client follow-up. Strong communication skills are essential for supporting intermediaries effectively.

Qualifications

• Strong communication skills for telephonic and email support.
• Ability to handle general insurance and policy-specific enquiries.
• Experience in customer service and client relationship management.

Responsibilities

• Provide telephonic/email support to intermediaries and authorized representatives.
• Deal with new policies, renewals, and maintenance requests.
• Resolve insurance queries within compliance requirements.

Job description

We are looking for individuals to work within the contact centre as there are career opportunities available for Insurance Consultants. The insurance consultant role is focused on providing an end-to-end service and support to brokers.

This role is focused on, but not limited to; servicing broker requests, including enquiries.

• Providing telephonic/ email support to the intermediary on record, authorised representatives from the brokerage, and broker services;
• Dealing with general insurance and policy specific enquiries;
• Dealing with issuance of new policies/ policy maintenance/ renewal / agri aspects of policies;
• Assisting to resolve all insurance queries within required timeframe and compliance requirements;
• Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books;
• Undertaking to adjust premiums in line with new asset values;
• Managing client expectation on expected turnaround times for submitted requests;
• Adhering to underwriting criteria and regional requirements;
• Assist with profiling the client with the best suitable product and underwriting criteria;
• Advising brokers to ensure that we meet with clients’ needs in terms of the correct cover and product;
• Assisting in implementing solutions for improvement; and
• Standing in for Consultants should they be absent or on leave during busy periods or absence of key resources, assisting where required.