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South Africa

Insurance Consutant

Company Bayport Financial Services
Reference # BAYR1019
Published 15/02/2019
Contract Type Permanent
Salary Market Related
Location Sandton, Gauteng, South Africa
Introduction
It is to provide an overall Insurance support function to the organization. The successful incumbents will interact with customers to provide and process information in response to enquiries, concerns and requests about products and services, whilst achieving targets in an inbound and outbound call centre environment, with email functionality thus ensuring end to end client satisfaction delivery and an exceptional customer experience.
Job Functions Administration,Client Services,Communications,Compliance & Regulatory Affairs
Industries Financial Services
Specification
COMPETENCIES:
Quality Management
The ability to demonstrate, acquire and implement quality assurance disciplines necessary to manage the overall quality of products and service that are provided by the company.

Computer Literacy
Demonstrate the required knowledge and skills associated with operating a Personal Computer.

Client Retention
The ability to interact with a client to successfully enable the retention of said client.

Client Service
Delivers a positive client service experience.

Client Interaction, Handling & Education (telephonic & face to face)
Demonstrates the ability to telephonically deal with clients and handle the diverse spectrum of client interactions effectively. In addition, is able to deal with a variety of client types and moods

Language proficiency: English
Communicates clearly and concisely in English. This includes both the verbal and written mediums.

Products & Services (specific to product)
Demonstrates an in-depth knowledge of the organization specific services and products. Discourses clearly and easily on all products

Specific Regulatory Parameters (industry & country related)
Demonstrates ability to implement, maintain and manage all regulatory requirements of the specific industry.

Reporting/Report Compilation
Demonstrate the ability to plan and draft meaningful reports that require submission. Ensure that the reports will contain commentary and input that will add value to the target audience.

Requirements
MINIMUM QUALIFICATIONS
Matric certificate or equivalent qualification

DESIRED/ PREFERRED REQUIREMENTS
Financial Services Related FSCA recognised qualification on NQF level 5

CERTIFICATIONS AND TRAINING COURSES
Financial Services Certification
RE5 for Representatives

EXPERIENCE AND KNOWLEDGE

MINIMUM REQUIREMENTS
2-3 years Contact Centre experience

INDUSTRY EXPERIENCE
1-2 year’s insurance experience in Category I, Long-term Insurance and Short Term Personal Lines products would be beneficial.
Experience and knowledge of the following legislation
Financial Advisory and Intermediary Services Act
Long Term Insurance Act
National Credit Act, Financial Intelligence Centre Act
Protection of Personal Information Act
Treating Customers Fairly principles

DESIRED/ PREFERRED REQUIREMENTS
Experience and knowledge of the following products:
Credit life and life insurance
Funeral assistance insurance
Personal accident insurance products
Report writing skills
Advanced MS Office skills
Communication skills (written and verbal)
Problem and Interpersonal solving skills
Conflict handling and negotiation skills
Deadline and results-driven with a focus on quality and customer service
Compliance with FAIS Fit & Proper criteria i.e. minimum experience and competency requirements.
Job Closing Date 22/02/2019
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Last Updated: 22 days ago [19.01.02.01]
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