Personal Lines Insurance Advisor & Client Champion

Old Mutual; Johannesburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading insurance company is looking for a professional to manage the customer experience for new and existing business, ensuring first line support for queries and service retention. The ideal candidate should have at least 2-3 years' experience in the short-term insurance industry with relevant qualifications. Responsibilities include guiding customers through products and resolving their issues effectively. This role is crucial for maintaining service delivery and customer satisfaction.

Qualifications

• Grade 12 completion is necessary.
• Regulatory Examination (RE) is a requirement.
• Minimum NQF Level 4 Short Term Insurance is required.
• 2-3 years' experience in the short-term insurance industry.

Responsibilities

• Manage the customer experience for new and existing business.
• Telephonically guide customers through product offerings.
• Take ownership of customer queries and ensure timely resolution.
• Handle urgent and complex inquiries via phone and email.
• Maintain quality standards on all calls.

Skills

Consultative Selling

Customer Complaint Management

Customer Relationship Management (CRM) Software

Customer Service Operations

Identifying Sales Opportunities

Education

Grade 12

Regulatory Examination (RE)

NQF Level 4 Short Term Insurance

Job description

A leading insurance company is looking for a professional to manage the customer experience for new and existing business, ensuring first line support for queries and service retention. The ideal candidate should have at least 2-3 years' experience in the short-term insurance industry with relevant qualifications. Responsibilities include guiding customers through products and resolving their issues effectively. This role is crucial for maintaining service delivery and customer satisfaction.