Client Engagement Adviser - CPT

Santam Insurance; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Benefits offered by this job

Employee recognition program

Training and development opportunities

Job summary

A leading insurance provider in Cape Town is seeking a Client Engagement Adviser to deliver exceptional service and manage client interactions in a call center environment. Candidates should have experience in customer service, particularly within short-term insurance, and be willing to work shifts. This role offers opportunities to utilize strong communication and administrative skills while achieving productivity targets.

Qualifications

• 5-7 years experience in Customer Service within Short-Term Insurance preferred.
• Willing to work shifts and overtime.

Responsibilities

• Accurately capture client information on relevant systems.
• Execute client requests on time and to quality standards.
• Engage with clients in a client-centric manner.

Skills

Verbal communication

Written communication

Time management

Self-motivation

Administration

Education

Grade 12 / Matric

NQF Level 4 in Short Term Insurance

Regulatory Exam (RE 5)

Job description

Overview

An exciting permanent opportunity has become available within Santam Client Solutions for a Client Engagement Adviser. The successful incumbent will be based at our offices in Tygervalley, Cape Town.

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What will you do?

The Client Engagement Adviser 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 clients in a client-centric manner.
• Ensure accurate completion of client requests and follow up to ensure queries are resolved timeously, as per service level agreement.
• Provide effective, efficient and professional service to all clients and offices, both telephonically and through written correspondence.
• Ensure client service level agreements are met and exceeded.
• Demonstrate excellent time management skills.
• Achieve consistent productivity targets.

Qualification and Experience

• Grade 12 / Matric
• NQF Level 4 Qualification in Short Term Insurance
• Regulatory Exam (RE 5) advantageous
• 5-7 years of experience in Customer Service (preferable within Short-Term Insurance)
• Willing to work shifts as well as overtime

Knowledge and Skills

• Strong verbal and written communication skills
• Ability to work under pressure
• Self-motivated
• Administration

Core Competencies

• Drives results
• Cultivates innovation

Specific Requirements

• There will be a probationary period of three (3) months, consisting of two phases: a six (6) week training period after which knowledge will be assessed, and an on-the-job evaluation phase during which progress is measured against targets.

TIPS & TRICKS

Getting ready for your interview

There is not just one way to be successful at Santam. Interviewing is a two-way process that helps us learn about you 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.