Business Development Service Consultant - Cape Town and Durban at Hollard Insurance

KEY RESPONSIBILITIES:

• Ensure that agreed service levels are adhered to – Continuous follow ups are necessary to achieve this. Use of a tracking tool helps.
• Assist in the retention of existing clients and business – This might mean the need to assist a New Business Consultant in matching or beating rates, getting higher FCL’s.
• Manage client expectations in respect of service delivery. If delivery cannot be made within the timeline, you will need to negotiate or update the Client.
• Report on trends that could negatively impact service provided to clients – This includes claim payments, underwriting, renewals etc.
• Attend to all queries raised by clients and ensure timely resolution of all queries – Must be responded to within 24 hours.
• Provide ongoing feedback to clients regarding their requests and the status of their schemes.
• Provide monthly claims and scheme reports to key HGR clients.
• Provide ongoing education to clients regarding HGR processes and products. – Each Client has individual needs.
• Obtain data required from clients to assist in the administration of their schemes. – Do requests where necessary, check all possible incoming sources before requesting from Client.
• Provide constant feedback to the business on client perceptions and experience.
• Flexibility to enable to meet the client’s expectations.
• Assist with the tracking of Quotes, Rate Review Letters and Claims Experiences.
• Co-ordination between clients and outside service providers eg. Doctor’s rooms and nurses
• Underwriting issued with status reports helps a Client to see the full picture of the medicals needed and decisions on a fund.
• Attend scheduled client meetings and always provide minutes.

Required Knowledge and Experience

• Knowledge of systems and relevant workflow systems
• Comprehensive Group Risk product knowledge
• Knowledge of business rules, processes and procedures
• Excellent written and verbal communication skills
• Competent in the use of MS Excel, Word and PowerPoint
• Achieving deadlinesService and results orientationExcellent written and verbal communication skills
• Collaborative thinking
• Sense of urgency
• Planning and organising
• Delivering results and meeting client expectations
• Must be a team player with a can-do attitude
• Innovative thinking
• Coping under pressure
• Deciding and initiating action

Educational Requirements

• Matric
• Preferable B-Comm Degree
• COP (IISA Certificate of Proficiency)
• Relevant Group Risk product and admin experience would be an advantage
• Experience in dealing with client queries.
• Must have experience attending client meetings and engaging with clients one on one