Client Engagement Adviser (Pipeline)- Bloemfontein

Santam Insurance; Bloemfontein; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Santam Client Solutions in Bloemfontein is seeking a Client Engagement Adviser on a permanent basis. You will provide world-class products and services to clients in a call centre environment while aiming to meet quality, productivity and service targets.

Key requirements include Grade 12, an NQF Level 4 in Short Term Insurance, and 5–7 years in customer service within short-term insurance. Willingness to work shifts and overtime is essential, with adherence to regulatory standards.

Qualifications

• Grade 12/Matric is required.
• An NQF Level 4 Qualification in Short Term Insurance is required.
• RE 5 regulatory exam is advantageous.
• 5–7 years of experience in Customer Service, preferably in short-term insurance.
• Willing to work shifts and overtime.

Responsibilities

• Offer world class products and services to clients in a call center environment while meeting targets.
• Capture client information accurately on the relevant system.
• Execute client requests within the required timeframes and standards.
• Handle administrative tasks according to turnaround times.
• Ensure client requests are completed accurately and queries resolved timeously.
• Provide effective, professional service telephonically and in writing.

Skills

Strong verbal and written comms

Ability to work under pressure

Self-motivated

Administration

Willing to work shifts & overtime

Education

Grade 12/Matric

NQF Level 4 in Short Term Insurance

RE 5 advantageous

Job description

An exciting permanent opportunity has become available within Santam Client Solutions for a Client Engagement Adviser to join the team. The successful incumbent will be based at our offices in Bloemfontein.

WHAT WILL YOU DO?

The Client Engagement Adviser will offer world class products and services to clients, while achieving targets related to quality, productivity and compliments in a call center environment.

WHAT WILL MAKE YOU SUCCESSFUL IN THE 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 of 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.
• Consistent achievement of agreed productivity.

QUALIFICATIONS 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, preferably 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

PERSONAL ATTRIBUTES

• Drives results
• Cultivates innovation

SPECIFIC REQUIREMENTS

There will be a probationary period of three (3) months, which consists of the following two phases:

• There will be a six (6) week training period after which your knowledge will be assessed.
• On the job evaluation phase during which progress will be measured against your ongoing ability to meet set target.

EQUITY, DIVERSITY & INCLUSION

Santam is committed to transformation and embracing diversity. This commitment drives us to achieve a diverse workplace with employment equity as a key goal. We give preference to applicants from designated groups in alignment with the Divisions Employment Equity targets.