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Client Engagement Advisor - Bellville

Company:
Sanlam LTD
Location:
Bellville, TX, 77418
Posted:
April 29, 2024
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Description:

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 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.

Our commitment to transformation

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