Insurance Client Services Representative

7 days ago


Midrand, Gauteng, South Africa Sanlam Full time

About Us

Sanlam is a leading financial services company that offers a wide range of products and services to its clients. We are committed to providing exceptional service and building strong relationships with our customers.

Job Summary

We are seeking a highly organized and self-motivated Insurance Client Services Representative to join our team. The successful candidate will be responsible for providing excellent customer service to our broker clients and ensuring that their queries are resolved in a timely and efficient manner.

Key Responsibilities

  • Attend to incoming queries from broker clients via phone or email
  • Assist with amendments to client policies
  • Provide brokers with regular feedback on queries
  • Attend to quality assurance corrections as identified by the QA department

Requirements

  • Matric/Standard 10 qualification
  • RE 5 qualification
  • 150 FAIS Credits
  • Minimum 3 years insurance administrative experience
  • Exposure to the broker or dealer servicing environment
  • Minimum 3 years Personal Lines Underwriting experience

Competencies

  • Organized
  • Self-disciplined
  • Self-motivated
  • Analytical
  • Attention to detail
  • Excellent administrative skills
  • Good communication skills
  • Able to work flexible hours
  • Customer focus
  • Active listening skills
  • Results-oriented
  • Teamwork
  • Follow-up skills
  • Good MS Office skills
  • Ability to plan and manage time efficiently

Knowledge and Skills

  • Customer Service
  • Team Support
  • Administration
  • Quality, compliance, and accreditation

Personal Attributes

  • Communicates effectively
  • Decision quality
  • Action-oriented
  • Optimizes work processes


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