Client Service Consultant

Sanlam; Johannesburg; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading insurance company based in Johannesburg is seeking a Client Service Consultant to provide exceptional service to clients. The ideal candidate will have a Matric certificate, be FAIS compliant with experience in short-term insurance, and have strong proficiency in MS Office. This role involves engaging with clients in a fast-paced environment and achieving productivity targets. Join a company dedicated to fostering a diverse and inclusive workplace.

Qualifications

• At least 2 years of experience in short-term insurance.
• Clear criminal and credit record required.
• Compliance with FAIS Fit & Proper criteria.
• Computer literacy is essential.
• Willingness to work shifts is necessary.

Responsibilities

• Accurately capture client information.
• Handle all administrative tasks according to standards.
• Provide effective service via phone and correspondence.
• Consistently achieve productivity targets.

Skills

Proficiency in MS Office

Client service orientation

Negotiation skills

Results and deadline-driven

Education

Matric certificate or equivalent qualification

FAIS compliant (30 credits NQF level 4)

Job description

CAREER OPPORTUNITY

Santam PLCC – Policy Maintenance Voice and Email has positions available for a Client Service Consultant based in Hill On Empire Parow.

Job Description

To offer world-class products and services to clients while achieving targets in an inbound and outbound call centre environment.

Key Responsibilities

1. Accurately capture client information on the relevant system.
2. Execute broker requests within the agreed timeframes, quality standards, and legislation.
3. Handle all administrative tasks according to standards and turnaround times.
4. Engage with brokers in a client-centric manner.
5. Ensure accurate completion of broker requests and follow up to resolve queries promptly, as per service level agreements.
6. Provide effective, efficient, and professional service to clients and offices via telephone and written correspondence.
7. Meet and exceed client service level agreements.
8. Manage time effectively.
9. Consistently achieve productivity targets.

Qualifications and Experience

1. Matric certificate or equivalent qualification.
2. FAIS compliant (30 credits NQF level 4).
3. At least 2 years of experience in short-term insurance.
4. Clear criminal and credit record.
5. Compliance with FAIS Fit & Proper criteria, including minimum experience and competency requirements, which can be obtained while working under supervision.
6. Computer literacy.
7. Willingness to work shifts.
8. Adherence to quality standards and compliance.
9. Consistent achievement of targets.

Skills

1. Proficiency in MS Office.
2. Client service orientation.
3. Negotiation skills.
4. Results and deadline-driven.

Core Competencies

1. Analytical thinking.
2. Information seeking.
3. Drive for results.
4. Initiative.
5. Emotional self-control.
6. Customer service orientation.

About The Company

Santam is the market leader in the general insurance industry in Southern Africa. We are committed to transformation and growth, with headquarters in South Africa and expanding into emerging markets across Africa and Asia. We serve over 1 million policyholders, including many top companies listed on the JSE. Our mission extends beyond providing insurance to offering peace of mind, enabling clients to focus on living in the moment.

We value diversity, inclusion, and belonging, and are an equal opportunity employer, encouraging applications from all backgrounds, including persons with disabilities. We foster a workplace where everyone can thrive.

Take the next step in your career—apply now and be part of a company shaping the future of insurance. This is Freedom!