Sanlam is recruiting a Junior Service Consultant: Welwitschia Insurance Brokers, to be based in Oshakati, Namibia.
Description
- To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise
Duties
- Responsible for general client service and support on Personal Lines
- New Business, Endorsement & Personal Lines Annual Renewals
- Scan FIA documents and attached to client entity in CRM
- Keep complete notes in CRM on interaction with client
- Assist walk-in clients
- Annual Personal Lines market exercises when required
- On receipt of a cancellation instruction, immediately follow up to retain the client
- Activate cancellation endorsement process in CRM
- Communicate cancellation notification to client
- Send cancellation notification to financial institution as a secondary function
- Follow up on possible refunds and ensure that it is duly processed
- Report on reasons for all cancellations
- Assist and advise clients on enquiries and complaints
- Inform immediate supervisor of any client complaint and give timely feedback to clients
- Make notes in CRM regarding client complaints
- Communicate client suggestions on service improvement to the CRM Champion
- Keep record of all client queries and complaints received, and give feedback on a monthly report on how it is addressed
- Other adhoc duties
Requisites
- 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