Standard Bank Consultant - Servicing Jobs in South Africa

Standard Bank Consultant - Servicing Jobs in South Africa

Job Purpose

  • To provide critical client service by executing timely and accurate amendments, updates and any other policy administration to new and current policies in order to facilitate client satisfaction, client retention, cost efficiency and business profitability.

    Key Responsibilities/Accountabilities


    • Respond to client queries by identifying client issues, negotiating and providing solutions in order to meet client needs.

    • Service existing clients by cross selling and up selling policies to clients in order to drive uptake.

    • Motivate for client discounts by compiling data and evidence in order to influence decision making by the underwriter.

    • Promote cross functional collaboration by building and maintaining relationships with internal and external stakeholders in order to ensure quality standards are met.

    • Track customer queries and document unsuccessful engagement outcomes to add to knowledge base the of reasons why customers choose to cancel their policy in order to enable the business to identify patterns relating to lack of client retention.

    • Promote client retention by answering incoming client calls in line with set quality standards service and adherence levels , to ensure client interaction results in a positive and beneficial experience for the client and SBG.

    • Engage customers who are requesting cancellation of their policies and ensure that every opportunity to retain these client is pursued.

    • Conduct renewal of policies annually by contacting the
    relevant clients when policies are due for renewal in order to drive client retention.


    • Maintain an up-to-date database by entering key customer details to ensure accurate data.

    Risk, Regulatory, Prudential & Compliance

    • Stay abreast of client trends by researching and identifying client complaints in order to contribute towards continuous improvement of systems, processes and policies.

    • Follow all relevant departmental policies, processes, standard operating procedures, and instructions, adhering to all contact centre processes and procedures in order to ensure work is carried out in a controlled and consistent manner.

    Minimum Qualification and Experience

  • Matric

  • RE 05

  • NQF 5

  • 3-4 years experience with servicing insurance (car and home) products. Good experience in customer service and sales experience. Sound knowledge and understanding of personal lines insurance and underwriting principles.

    How to Apply

  • For more information and job application details, see; Standard Bank Consultant - Servicing Jobs in South Africa

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