Vacancy

Service Consultant (m/f)

Sanlam

Sanlam is recruiting a Service Consultant (m/f), to be based in Windhoek, Namibia.
Duties
  • Responsible for general client service and support on Personal Lines and Commercial Lines
  • Accurate and timely processing on insurer systems or notify insurer of client instruction
  • Activate endorsement process in CRM and follow through on all activities
  • Communicate endorsement schedule for corrections against client instruction
  • Ensure that commercial endorsement premiums are calculated according to the agreed rates from the insurers
  • Ensure that risks are underwritten correctly as per the underwriting criteria of the insurers
  • Check renewal terms against in-force policy
  • Activate renewals process in CRM follow through on all activities
  • Provide client quotations in line with agreed underwriting criteria
  • Accurately and timely process of proposal in line with prescribed procedure
  • Ensure that all proposals are FIA compliant
  • Ensure that debit order details are correct
  • Activate cancellation endorsement process in CRM
  • Follow up on possible refunds and ensure that it is duly processed
  • Assist and advise clients on enquiries and complaints
  • Communicate client suggestions on service improvement to the Client Relations Consultant
  • Ensure that claim forms are fully completed with copies of required documents
  • Process claim in CRM and follow through on all activities
  • Update claims notes in CRM with every client interaction
  • Regular follow-up on the progress of claims
  • Regular follow-up with insurers on final settlement of claim
  • Assist with account queries from clients, insurers and Finance department
  • Handling of client queries and complaints
Requisites
  • Grade 12 with 1-2 years working experience in the Financial Services industry
  • Experience in the short-term insurance industry will be an added advantage
  • Knowledge and Skills:
  • MS Word, Outlook and Excel
  • Proficient in English
  • Good interpersonal skills
  • Ability to resolve disputes, complaints and conflicts
  • Good communication skills
  • Be well versed in the relevant insurance policy wordings
  • Knowledge of relevant insurer systems
  • Advanced knowledge of CRM
Notes
  • Only shortlisted applicants will be contacted
This vacancy is no longer accepting applications

Details

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