Call Centre Consultant

Santam; Sandton; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Santam Travel Insurance is hiring a Call Centre Agent based in Illovo. You will market and/or sell short-term insurance products to clients and intermediaries, handling inbound calls and maintaining product knowledge.

The role requires FAIS accreditation (RE1 if previously in finance), a Matric or equivalent, and at least 3 years in a call centre. Strong English and customer service focus are essential.

Qualifications

• Matric/Grade 12 is required.
• FAIS accreditation and RE1 are preferred if previously in financial services.
• Minimum 3 years' experience in a call centre environment.
• RE5 certification is required.

Responsibilities

• Interact with clients telephonically or face-to-face.
• Operate in an inbound call centre environment.
• Maintain excellent product knowledge and provide accurate information.
• Process documents including policies, endorsements, quotations, and other supporting materials.
• Resolve verbal and written queries and ensure high-level customer service.

Skills

Call centre experience

MS Office

Interpersonal skills

Written & verbal communication

English proficiency

Customer service

Education

Matric / Grade 12

FAIS Accreditation (RE1)

RE5

Tools

MS Office (Excel/Word/Outlook)

Job description

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Santam Travel Insurance has a position available for a Call Centre Agent who will be based in (Illovo).

What will make you successful?

The successful candidate will be required to market and / or sell short term insurance products to clients as well as intermediaries.

RESPONSIBILITIES

• Interact with clients (telephonically or on a face to face level)
• Operate in an Inbound call centre environment
• Maintain excellent product knowledge
• Provide correct, factual information relative to products and benefits in accordance with the requirements laid out by the Financial Advisory and Intermediary Services Act (FAIS ACT).
• Be responsible for the administration and processing of documents including but not limited to policies, endorsements, quotations and other supporting documentation
• Resolution of verbal and written queries
• Ensure a high level of customer service including but not limited to excellent phone etiquette, effective written and verbal communication.
• Ad hoc support to management and the sales team as and when required

Qualifications and Experience

• Minimum Matric or suitable equivalent
• FAIS Accreditation and RE1 (if they have been in the financial industry)
• 3 years' experience in the Call centre environment
• RE5

Skills

• Computer literate in MS Office Excel, Word and Outlook
• Good interpersonal skills
• Good written and telephonic skills
• Good command of English language Service orientated
• Work well under pressure Outbound experience advantageous

Our recruitment process

Onboarding

You made it. Here we ensure we receive all your documents to get you onto our payroll system.

Our recruitment process

Advertise

Step 1

Our vacancies are advertised between 3-5 days depending on the market availability of the skills required.

Our recruitment process

Step 2

Could take a couple of days depending on the volume and the screening process, which various according to the complexity of the role.

Our recruitment process

Step 3

Long listed candidates are sent to the hiring manager to review and consider for the next stage of the selection process.

Our recruitment process

Telephonic screening

Step 4

Candidates may be contacted for a short screening interview to get to know them better and to ask any clarity seeking questions.

Our recruitment process

Your interview

Step 5

We use a competency interview model. Interview dates will be confirmed via e-mail. During the interview you will be introduced to the panel and the process will be explained. Remain calm and sell yourself. This is our opportunity to match your skills to the job. You only get one shot!

Our recruitment process

Assessment

Step 6

Should we like what you bring to the table, depending on the job you are being considered for, you may be invited to complete a psychometric assessment. Further employment checks are conducted the ensure the validity of your credentials.

Our recruitment process

Step 7

Prior to an offer being made, there may be a second interview to meet with the Head of Department.Should there be a need for any further interviews, be sure to bring the same charm that got you through your first interview.

Our recruitment process

Onboarding

Step 8

You made it. Here we ensure we receive all your documents to get you onto our payroll system.

Our recruitment process

Advertise

Step 1

Our vacancies are advertised between 3-5 days depending on the market availability of the skills required.

Our recruitment process

Step 2

Could take a couple of days depending on the volume and the screening process, which various according to the complexity of the role.

Our recruitment process

Step 3

Long listed candidates are sent to the hiring manager to review and consider for the next stage of the selection process.

Our recruitment process

Telephonic screening

Step 4

Candidates may be contacted for a short screening interview to get to know them better and to ask any clarity seeking questions.

Our recruitment process

Your interview

Step 5

We use a competency interview model. Interview dates will be confirmed via e-mail. During the interview you will be introduced to the panel and the process will be explained. Remain calm and sell yourself. This is our opportunity to match your skills to the job. You only get one shot!

Our recruitment process

Assessment

Step 6

Should we like what you bring to the table, depending on the job you are being considered for, you may be invited to complete a psychometric assessment. Further employment checks are conducted the ensure the validity of your credentials.

Our recruitment process

Step 7

Prior to an offer being made, there may be a second interview to meet with the Head of Department.Should there be a need for any further interviews, be sure to bring the same charm that got you through your first interview.

Our recruitment process

Onboarding

Step 8

You made it. Here we ensure we receive all your documents to get you onto our payroll system.

TIPS & TRICKS

Getting ready for your interview

There is not just one way to be successful at Santam, nor is there one way to interview with us. Interviewing is a two-way process - it helps us learn about you, and it helps you learn about us, our people, and what you could do here.

Santam has been officially recognised by the Top Employers Institute as a Top Employer 2025 for excellence in people practices. This is the ninth consecutive year that we have achieved this accolade.