Client Engagement Advisor - Bellville

Sanlam

Bellville, Cape Town
Permanent
Full-time

23 days ago

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 ExperienceExperience

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 AttributesCommunicates effectively - Contributing independentlyAction orientated - Contributing independentlySituational adaptability - Contributing independentlyOptimises work processes - Contributing independentlyBuild a successful career with usWe'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 CompetenciesCultivates innovation - Contributing independentlyCustomer focus - Contributing independentlyCollaborates - Contributing independentlyBeing resilient - Contributing independentlyDrives results - Contributing independentlyTurnaround timeThe 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.Our commitment to transformation

Sanlam

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