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Envoy Service Consultant at Momentum Metropolitan Holdings Limited

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Momentum Metropolitan Holdings Limited is a leading South African financial services group, offering a wide range of insurance, investment, and savings products. The company operates through various brands, including Momentum, Metropolitan, Guardrisk, and Eris Properties. They are committed to building and protecting their clients' financial futures and offer a range of solutions tailored to individual and corporate needs.


  • Job TypeFull Time
  • QualificationMatric
  • Experience3 years
  • LocationGauteng
  • CityJohannesburg
  • Job FieldInsurance 

Requirements

  • 3 Years' Experience in Servicing (Short Term Insurance)
  • Matric/Grade 12
  • FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification
  • FAIS Regulatory examination for Representatives (RE5)
  • 18 CPD (continuous professional development) points for anyone working with two lines of business and KI's
  • Driver’s license and own vehicle

Duties & Responsibilities

  • Servicing of dedicated client portfolios either telephonically, face to face (in person) and electronically
  • Credit control/Unpaid Debit Orders/Account Queries
  • Maintaining and building client relationships
  • Delivering excellent client service
  • Maintaining and improving agreed client service levels
  • Thorough knowledge of short-term insurance products
  • Retention of current client portfolio
  • Growing current client portfolio
  • Identifying cross selling opportunities and provide leads
  • Assist clients with claim forms and queries
  • Day to Day management/assistance to clients and ensuring portfolio profitability
  • Underwriting on multi claimants/high loss ratio clients
  • Processing of Renewals
  • The role requires regular travel to clients in and around South Gauteng

Method of Application

Interested and qualified? Go to Momentum Metropolitan Holdings Limited on momentumgroupltd.internal.erecruit.co to apply.
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