Sanlam is recruiting a Junior Service Consultant, to be based in Windhoek, Namibia.
Description
- Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management
- To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise
- Welwitschia Insurance Brokers
- Responsible for general client service and support on Personal Lines
Duties
- Annual Payments
- Actively canvas for new business
- Preparation and presentation, record of advice, quotations within the insurer’s mandate and on prescribed quotation formats
- Schedule renewal discussion either in person or via tele conversation with clients 30 days prior to renewal as per internal processes
- Accurate and timely processing or notify insurer of client instruction
- Activate Endorsement process in CRM and follow through on all activities
- On receipt of a cancellation instruction, immediately follow up to retain the client
- On receipt of unpaid debit order notifications, contact client for alternative arrangements
- Assist and advise clients on enquiries and complaints
- Processing of claims
- Assist and advise clients on enquiries and complaints
- Other adhoc duties
Requisites
- Qualification and Experience:
- Minimum Grade 12
- 1 Year short term insurance experience
- Knowledge and Skills:
- MS Word, Outlook and Excel
- Proficiency in English
- Good interpersonal skills
- Ability to resolve disputes, complaints and conflicts
- Good communication skills
- Be well versed in the relevant policy wordings
- Working knowledge of relevant insurer system
- Advanced knowledge of CRM
Notes
- Only shortlisted applicants will be contacted