Client Experience Specialist - Insurance Services

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

Job summary

Santam is seeking a Client Engagement Adviser to join our team at the Tygervalley offices in Cape Town. The role focuses on delivering world-class products and services to clients within a call center environment while achieving targets related to quality, productivity and compliments.

Responsibilities include accurate data capture, timely handling of client requests, thorough administration, and a client-centric service approach across telephonic and written communication.

Qualifications

• Grade 12/Matric is required.
• NQF Level 4 Qualification in Short Term Insurance.
• Regulatory Exam (RE 5) advantageous.
• 5–7 years of experience in Customer Service, preferably in Short-Term Insurance.
• Willing to work shifts and overtime.

Responsibilities

• 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.
• Consistent achievement of agreed productivity

Skills

Verbal & Written Communication

Under Pressure

Self-motivation

Administration

Education

Grade 12/Matric

NQF Level 4 Qualification in Short Term Insurance

Regulatory Exam (RE 5) advantageous

Job description

Santam is seeking a Client Engagement Adviser to join our team at the Tygervalley offices in Cape Town. The role focuses on delivering world-class products and services to clients within a call center environment while achieving targets related to quality, productivity and compliments.

Responsibilities include accurate data capture, timely handling of client requests, thorough administration, and a client-centric service approach across telephonic and written communication.