Client Engagement Advisor

6 months ago

Bellville, 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
- Self-motivated 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 time**Our commitment to transformation

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