Subscribe to Job Alert
Join our happy subscribers
Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us
Imagine a world where people live healthier, more enhanced and protected lives… A world in which each organisation is a powerful influencer and responsible corporate citizen, committed to being a force for social good. As a leading innovator in healthcare, wellness, insurance, investments, financial and life planning, Discovery works ceaselessly to...
Read more about this company
About Discovery Insure
Discovery Insure is committed to creating a nation of great drivers and building better businesses through our innovative Shared-value Insurance model. Discovery Insure is South Africa’s fastest growing short-term insurance company with comprehensive products that provide protection against current and emerging risks facing clients in the motor, home and business insurance sectors. Vitality Drive, an internationally-recognised and award-winning programme, is a key differentiator in the market that incentivises and rewards clients for driving well. The Vitality Drive programme has been scaled to local and international markets which now include Europe and the Middle East.
The company employs over 1 000 people who are committed to putting our customers and financial advisers first by providing unique and innovative solutions and cover.
Key Purpose
To build solid relationships, provide comprehensive insurance services and support to both internal, external clients and Brokers.
Provide these stakeholders with service support, maintaining and growth of a profitable portfolio.
Assist with portfolio analysis in an attempt to ensure portfolio growth and to report on potential portfolio risks to relevant parties.
To manage, personally oversee, provide dedicated support and administrate a portfolio relating to new and existing business, queries and / or escalations either telephonically or via correspondence, in line with minimum operating standards of servicing and growth strategies and service channels.
Ensure organizational compliance to Company policies, procedures and legislation.
Areas of responsibility may include but are not limited to
General
Adhere to the quality and service standards as set by the Division, within the agreed turnaround-times (TAT) and work schedules within service level agreement (SLA).
Educate intermediaries on correct process and systems to facilitate ease of doing business
Assist intermediaries with information required regarding policies and benefit explanations
Ensure that the allocated portfolio runs profitably by adhering strictly to the underwriting criteria
Updating of administrative records as required
Familiarity and compliance with all company policies, statutory and regulatory requirements
Travelling to service accounts is required.
Ensure that technical, claims and service delivery standards are properly implemented for the client in terms of quality management systems
Comprehensive knowledge of all standards applicable in respect of the client service delivery function
Ad-hoc task as and when identified
Relationships
Achieve and maintain satisfaction scores as agreed through relationship building with Intermediaries, your own client portfolio and influencing internal stakeholders
Build relationships with all internal divisions from consultant to Management level
Weekly, monthly check-in sessions with Stakeholders either face to face or telephonically
Escalations
Resolution of escalation enquiries including, but not limited to claims, finance, Vitalitydrive, etc. on behalf of Stakeholders
Servicing
Facilitate the retention of existing business
Finance (debits, refunds)
Reinstatements
Assist and/or facilitate premium reviews
Managing feedback on all out of mandate decisions
Underwriting queries
Servicing quotes where required
Process policy amendments within agreed SLA
Ensure successful renewal of insurance contracts
New Business
Assist with new business applications
Assistance with activation of new business quotes
Assistance with new business quote amendments
Exporting/uploading of new business quotes
Underwriting referrals and follows-ups
Manage the process on any additional information requested by Risk Management
Manage the process on all “hold cover” business
Skills and competencies
Customer Oriented individual
Excellent interpersonal skills
Planning and organisation skills
Good problem solving skills
Results driven person
Good Presentation skills
Excellent negotiation skills
Good report writing skills
Good verbal and written communication skills.
Self-management skills
Education and Experience
Matric (Essential)
FAIS (Essential)
RE5 (Essential)
Class of business certificate (Essential and/or advantageous)
Continuous Professional Development (CPD) certificate (Essential and/or advantageous)
Minimum of 5 years’ cumulative client servicing, underwriting and broker servicing experience in the Short Term Insurance sales and client service delivery function (Essential)
Insurance qualification, e.g. Higher certificate in Insurance and/or Degree (Advantageous)
Other requirements
Hold a valid drivers licence and own reliable vehicle.
EMPLOYMENT EQUITY
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
Build your CV for free. Download in different templates.
Join our happy subscribers