Service Consultant

Key Purpose

Assisting clients with queries and servicing requests on their life policies with required SLA. Identifying sales opportunities.

Key Outputs

•Answering inbound calls timeously and making required outbound call 
•Managing all queries through to resolution
•Co-ordination of own administration
•Identifying sales opportunities
•Maintaining accurate details and statistics of all queries
•Providing product information to all Discovery Life clients in line with standards and protocols
•Ownership and accountability of all telephonic and written queries
•Processing online service quotes
•Processing service changes/admin online and over billing periods
Ensuring resolution to first time queries

Personal Attributes and Skills

•Excellent numeric and verbal ability
•Exceptional communication skills – predominantly listening skills i.e. identifying the problem
•Assertiveness, combined with patience and tolerance
•Pro-active problem solver, showing initiative
•Good time management skills
•Professionalism
•Attention to detail
•Sales and Servicing experience

Qualifications & Experience

•At least 2-3 years’ experience in a Life servicing or sales environment in an outbound or Inbound environment.
•Excellent Communication skills
•FAIS accreditation – NQF 4 or 5 FAIS credits (Required)
•Regulatory exams (Required)
•Good Excel and Word skills