Client Engagement Advisor

2 weeks ago

Bellville, Western Cape, South Africa Sanlam Full time

What will you do?

  • This career opportunities are available at Santam Direct for a Client Service Consultant; the successful incumbent will be based in Bellville.
  • The Client Service Consultant will offer world class products and services to clients, whilst achieving targets related to quality, productivity and compliments in a call center environment.
    What will make you successful in this role?
  • Accurately capture client information on the relevant system.
  • Execute client requests within the agreed timeframes, quality standards and legislation.
  • Handle all the administrative tasks according to agreed standards and turnaround times.
  • Engage with client in a client centricity manner.
  • Ensuring accurate completion client requests and follows up to ensure queries are resolved timeously, as per service level agreement.
  • Providing effective, efficient and professional service to all our clients and offices, both telephonically and through written correspondence.
  • Ensuring client service level agreements are met and exceeded.
  • Excellent time management skills.
  • Consistent achievement of agreed productivity.

Qualifications and Experience

Experience

  • A minimum of 3years experience in short term insurance (Personal Lines Insurance)
  • Willingness to work shifts as well as overtime

Qualifications

  • Grade 12/ Matric
  • NQF Level 4 Qualification in Short Term Insurance
  • Completed Regulatory Exam (RE 5)

SPECIFIC REQUIREMENTS

  • There will be a probationary period for three months, which consist of the following two phases:
  • There will be a 6 week training period after which your knowledge will be assessed; and
  • On a job evaluation phase during which progress will be measured against your ongoing ability to meet a set sales target.

Knowledge and Skils

  • Strong verbal and written communication skills
  • Excellent interpersonal, communication and networking skills
  • Strong client service orientation
  • Ability to work under pressure
  • Attention to detail
  • Selfmotivated and comfortable in taking initiative
  • Ability to work independently
  • Customer Service
  • Administration
  • Quality, compliance and accreditation
  • Team Support
  • Personal Attributes


 Communicates effectively
  • Contributing independently


 Action orientated
  • Contributing independently


 Situational adaptability
  • Contributing independently


 Optimises work processes
  • Contributing independently
  • Build a successful career with us

Personal Attributes


 Communicates effectively
  • Contributing independently


 Action orientated
  • Contributing independently


 Situational adaptability
  • Contributing independently


 Optimises work processes
  • Contributing independently

Build a successful career with us

  • We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters
  • Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office the group provides many opportunities for growth and development.
    Core Competencies


 Cultivates innovation
  • Contributing independently
  • Customer focus
  • Contributing independently
  • Collaborates
  • Contributing independently
  • Being resilient
  • Contributing independently
  • Drives results
  • Contributing independently

Turnaround timeOur commitment to transformation

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