Client Experience Advisor (Pipeline) – Bloemfontein

Sanlam Limited; Bloemfontein; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Santam is hiring a Client Engagement Adviser for our Bloemfontein offices. The role focuses on delivering world-class client service in a call center setting, capturing data accurately and processing client requests with quality and compliance.

You will engage with clients, maintain service levels, and strive to exceed productivity targets while operating in a dynamic insurance environment.

Qualifications

• 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

Responsibilities

• Offer world-class products and services to clients in a call center environment.
• Accurately capture client information on the relevant system and process requests within defined SLAs.
• Engage with clients in a client-centred manner and ensure queries are resolved timeously.
• Provide professional service to clients and offices, verbally and in writing.
• Meet and aim to exceed client service level agreements and productivity targets.

Skills

Customer service

Verbal and written communication

Attention to detail

Work under pressure

Self motivated

Administration

Education

Matric/Grade 12

NQF4 Short Term Insurance

RE5 advantageous

Job description

Santam is hiring a Client Engagement Adviser for our Bloemfontein offices. The role focuses on delivering world-class client service in a call center setting, capturing data accurately and processing client requests with quality and compliance.

You will engage with clients, maintain service levels, and strive to exceed productivity targets while operating in a dynamic insurance environment.