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Personal Lines Services Consultant
Personal Lines Services ConsultantOld Mutual • Johannesburg, ZA
Personal Lines Services Consultant

Personal Lines Services Consultant

Old Mutual • Johannesburg, ZA
21 days ago
Job description

Job title : Personal Lines Services Consultant

Job Location : Gauteng, Johannesburg

Deadline : January 30, 2026

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Job Description

Purpose :

  • Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries, service and retain existing policies and generate sales by co-ordinating activities within Service Level Agreements (SLAs).
  • Responsibilities :

  • Telephonically guide customers through the product offering, pricing, terms and conditions.
  • Take ownership of queries and ensure they are resolved timeously and effectively.
  • Handle urgent and complex enquiries and requests received telephonically and via email.
  • Escalate unresolved matters and keep the customer informed of any delays in resolving an issue.
  • Maintain the outlined QA average on all calls.
  • Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
  • Accurately and efficiently capture all customer data.
  • Finalise calls at point of contact, where possible.
  • Forward accurate policy documents to customers within mandated timeframes.
  • Demonstrate excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.
  • Requirements [Skills & Experience] :

  • Grade 12
  • Regulatory Examination (RE) – (Required)
  • Minimum NQF Level 4 Short Term Insurance (Required)
  • Relevant Tertiary – or Insurance Qualification.
  • 2 – 3 years’ experience in the short-term insurance industry.
  • Competencies :

  • Customer Service : Putting the customer at the heart of business decisions and driving to improve value for customers.
  • Collaboration : Creates trust, respect and builds meaningful relationships. Able to handle a wide range of relational challenges to ensure collaboration across boundaries.
  • Executing : Displays consistent energy, drive and perseverance in order to deliver results. Demonstrates a willingness to take calculated risks to achieve stretch performance goals.
  • Analytical Thinking
  • Customer Interaction
  • Skills

  • Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling
  • Competencies

  • Action Oriented
  • Communicates Effectively
  • Customer Focus
  • Decision Quality
  • Ensures Accountability
  • Interpersonal Savvy
  • Manages Ambiguity
  • Manages Complexity
  • Education

  • NQF Level 3 & NQF Level 2 - Below school leaving
  • Closing Date

  • 10 November 2025
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