Client Service Consultant - Pipeline

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

Job summary

A leading company in the insurance industry seeks a Client Service Consultant to provide exceptional service and support to clients. The role involves managing client policies, offering quotations, and ensuring adherence to underwriting criteria. Ideal candidates will have experience in insurance and strong communication skills, thriving in a dynamic call center environment.

Qualifications

• Minimum 2 years’ experience in Personal Lines Short Term Insurance.
• Minimum 5 years’ experience in Commercial Lines Short Term Insurance.

Responsibilities

• Providing new quotations and administering policies.
• Advising clients on policy needs.
• Achieving targets in an inbound and outbound call center.

Skills

Communication

Client Service Orientation

Attention to Detail

Analytical Thinking

Emotional Self-Control

Education

Matric/Grade 12

RE Qualification

FAIS compliant (30 credits)

Tools

MS Office

Job description

CLIENT SERVICE CONSULTANT

CAREER OPPORTUNITY

Santam Operations department has a permanent position available for a Client Service Consultant.

JOB DESCRIPTION

The role involves offering world-class products and services to clients while achieving targets in an inbound and outbound call center environment.

KEY RESPONSIBILITIES

A Client Service Consultant is responsible for providing new quotations, accepting and administering policies, adhering to underwriting criteria, and profiling clients to determine suitable products. They also advise clients on all aspects of their policy needs.

QUALIFICATIONS AND EXPERIENCE

• Matric/Grade 12
• RE Qualification
• FAIS compliant (30 credits)
• Minimum 2 years’ experience in Personal Lines Short Term Insurance
• Minimum 5 years’ experience in Commercial Lines Short Term Insurance
• Computer Literacy (MS Office)
• Experience in a client service environment
• Experience with contact centre technology applications
• Good understanding of contact centre processes and SLAs

COMPETENCIES

• Information seeking
• Analytical thinking
• Drive for results
• Initiative
• Emotional self-control
• Customer service orientation

SKILLS

• Strong verbal and written communication skills
• Excellent interpersonal, communication, and networking skills
• Strong client service orientation
• Ability to work under pressure
• Good judgement
• Attention to detail
• Self-motivated and proactive
• Ability to work independently

ABOUT THE COMPANY

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding, and transforming company. While based in South Africa, we are rapidly expanding into emerging markets in Africa and Asia.

Our success is rooted in our passion for clients, and we focus on delivering Insurance Good and Proper. We value people and aim to recruit the best talent, whether permanently or temporarily.

At Santam, we are committed to transformation and embracing diversity. We strive for a diverse, inclusive workforce aligned with our employment equity goals, giving preference to applicants from designated groups in line with our targets.