Broker Client Services Agent

1 week ago

Midrand, South Africa Sanlam Full time

Who are we?

MiWay is a direct financial services company. We are passionate about service excellence, convenience and offering our clients superior value products. Our Vision is to be a world-class direct financial services business that offers a complete array of services under one convenient umbrella – all managed online. We are positive that with the right people on board, we will continue to grow and give our clients the freedom to do things their way – free from worry and most importantly at peace with all the “what-ifs” of the world. Company values that every employee subscribes to are: Energy, Freedom, Accountability and Attitude. The ideal candidate is one who has the courage to be bold and subscribes to MiWay’s core values Do you have a positive attitude, love a challenge, treat your colleagues with respect and look for solutions, not problems? If yes, then MiWay is the place for you

Minimum Qualification Required

•NQF4/150 FAIS Credits/Matric/Standard 10
•RE 5

Minimum Experience

•Minimum 3 years Insurance administrative experience
•Exposure to the broker or dealer servicing environment
•Minimum 3 years Personal Lines Underwriting experience

Deliverables include, but will not be limited to

•Attend to incoming queries either telephonic or via email from both Brokers and Broker Clients
•Assist with amendments to client’s policies
•Provide brokers with constant feedback on queries
•Attend to QA corrections as identified by the QA department
Competencies Required
•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
•Team work
•Follow up – (must be able to establish procedures to monitor that, which has been promised anddelivered)
•Good MS Office skills
•Ability to plan and manage time efficiently

What will you do?

Responsible for inbound/outbound telephonic communication with client base. Ensures the quality of service exceeds customer expectations and establishes constructive relationships with client base. Utilises IT system accurately and ensures that all queries are answered effectively. Refers calls to appropriate departments only if unable to solve query appropriately. Provides accurate product information to clients in line with standards and protocols.

Knowledge and Skills

Customer ServiceTeam SupportAdministrationQuality, compliance and accreditation

Personal Attributes

Communicates effectively - Contributing dependentlyDecision quality - Contributing dependentlyAction orientated - Contributing dependentlyOptimises work processes - Contributing dependently

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 dependentlyCustomer focus - Contributing dependentlyCollaborates - Contributing dependentlyBeing resilient - Contributing dependentlyDrives results - Contributing dependently

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. Deadline to apply: 12 April 2024.

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