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  • Posted: Sep 22, 2021
    Deadline: Not specified
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    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

     

    Broker Service Consultant - Marsh Talent Pool

    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.

    Method of Application

    Interested and qualified? Go to Discovery Limited on careers.discovery.co.za to apply

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