Client Service Advisor

Location: Portelizabeth, South Africa
Salary: Market Related
Recruiter: Telebest
Job Ref: DBO000274/lht
Summary: Our national client within Risk Management environment is currently recruiting for a suitable Client Service Advisor for the Port Elizabeth office



Job Description

Grade 12 or equivalent
A Bachelor’s degree (preferred)
Must be registered as a representative with the FSB in terms of the FAIS Act
Must be registered as a licenciate with the IISA Work Experience
Have a minimum of 2 - 5 years’ experience in a similar or related role
Knowledge of the industry and policies essential
Work closely with Client Manager or Strategic Account Manager to retain and service existing and prospective clients
Be the primary point of contact for clients and contributes to the client life cycle (renewals, endorsements and/or cancellations where applicable)
Deliver varied technical and professional activities and to resolve issues that are generally similar in nature
Provides clients with renewal notices and reminders
Prepares renewal instruction forms, quotes, closing instructions and proposal forms for clients and/or insurers
Communicates with insurers on any discounts, following requests from clients
Manage and facilitates the cancellation process, as well as create necessary documentation
Assists in the day to day running of clients’ risk and insurance programmes, producing and checking documentation where required
Prioritises own work and works autonomously within defined boundaries
Liaises 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 meetings
Responsible for credit control role
Role-specific Technical Skills and Knowledge
Salary:  Market related with company benefits


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