Client Service Advisor | Corporate Insurance | Sandton

Are you passionate about delivering exceptional client experiences in the dynamic world of finance & Insurance? An esteemed financial services organization is on the lookout for talented individuals to join their team as Client Service Advisors. The role of the Client Service Advisor is to work closely with Client Manager/ Account Executive or Strategic Account Manager to retain and service existing and prospective clients. Responsibilities:
Responsible for being the primary point of contact for clientsContributes to and provides input into the entire client life-cycle, including renewals, endorsements and/or cancellations.Works with New Business Development Executive to generate and co-ordinate internal new business leads to enable the cross-selling strategyWorks with Client Manager or Strategic Account Manager to ensure high quality, efficient and compliant delivery of all client servicing administrative/transactional activitiesProvides clients with renewal notices and remindersPrepares renewal instruction forms, quotes, closing instructions and proposal forms for clients and/or insurersCommunicates with insurers on any discounts, following requests from clientsManages and facilitates the cancellation process and creates the necessary documentationFulfils the primary point of contact for clients providing services and resolving queriesAssists in the day to day running of clients' risk and insurance programmes, producing and checking documentation where requiredLiaises with the outsource supplier to pass on appropriate work and ensure standards are met (where outsource partner exists)Contributes to all client planning meetings and attends and contributes to internal and external client meetingsResponsible for credit control
Qualifications: A Bachelor's degree is preferableMust be registered as a representative with the FSCA in terms of the FAIS ActMust be registered as a licentiate with the IISA
Knowledge: Excellent knowledge of policy wordingsA comprehensive knowledge of the South African and international short-term insurance markets will be advantageousAn in-depth strategic knowledge of industry and business strategies and company goals will be advantageousComputer literacy with advanced know-how in MS Word and Excel.
Skills and Attributes: Advanced analytical, technical and problem-solving skills and abilitiesAbility to communicate effectivelyGood interpersonal and organizational skillsAbility to work effectively in and with teams.
Experience: Have a minimum of 2 – 3 years' experience in a similar or related role
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