Service Consultant: Life Assurance

At iMas Insurance Brokers, we are committed to driving transformation and diversity in the workplace. In support of our transformation strategy, preference will be given to candidates from designated groups specifically targeting African Males and candidates with disabilities.

To provide comprehensive administrative and customer service support to the Life Assurance team, ensuring smooth departmental operations. The successful candidate will collaborate closely with the Financial Advisory Services team within the Kathu branch providing support to the Provincial Sales Managers (PSMs), Financial Advisors (FAs), and Independent Contractor (brokers) to deliver high-quality service to policyholders and uphold compliance standards.

1. Client Services
   • Handle member queries including refunds, claims, premium and policy adjustments, cancellations, and amendments.
   • Deliver outstanding customer service to maintain and enhance policyholder satisfaction and retention.
2. General Administration
   • Perform day-to-day administrative tasks to support the team's operations.
   • Assist with document management and correspondence.
3. Processing New Business
   • Receive, register, and submit new business documentation to the insurer.
   • Conduct quality assurance checks on all new business applications to ensure accuracy and compliance.
4. Retention and Conservation
   • Engage in proactive communication with members to retain policies and reduce lapses.
   • Support policy conservation initiatives.
5. Compliance and Risk Management
   • Adhere to FSCA regulations and internal company policies.
   • Execute required actions to mitigate fraud and operational risk within specified timeframes.
6. Document Management
   • Scan and electronically archive new business and client service documents using FAS.
7. Back Office Support
   • Provide administrative and operational support to PSMs, FAs, and brokers.
8. Reporting
   • Compile and submit weekly and monthly reports as required by management.

• National Senior Certificate/Senior Certificate (Matric) (Required)
• FAIS credits on NQF Level 4 (Advantageous)
• Higher Certificate, Diploma or Degree in Business Administration (advantageous)
• RE5 (Representative Exam) certification (Advantageous)
• 1-2 years' experience in a Contact Centre, preferably in life insurance administration.

• Proficient in MS Office (Word, Excel, Outlook)
• Strong time management and organizational abilities
• High attention to detail and accuracy
• Excellent customer service and problem-solving skills
• Clear verbal and written communication
• Strong interpersonal and relationship-building skills
• Persuasive negotiation abilities