Client Service Consultant - Pipeline

Sanlam Limited; South Africa; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A leading insurance company in South Africa is seeking a Client Service Consultant to deliver exceptional service to clients. The role involves providing quotations, managing policies, and offering expert advice to clients on their insurance needs. Candidates should have at least 5 years of experience in Commercial Lines Insurance and 2 years in Personal Lines, with strong communication and analytical skills.

Qualifications

• Minimum 2 years’ experience in Personal Lines Short Term Insurance.
• Minimum 5 years’ experience in Commercial Lines Short Term Insurance.
• Experience in a client service environment.

Responsibilities

• Provision of new quotations, acceptance, and administration of policies.
• Advising clients on all aspects of their policy needs.
• Adhering to underwriting criteria and profiling the client.

Skills

Strong verbal and written communication skills

Excellent interpersonal, communication and networking skills

Analytical thinking

Ability to work under pressure

Attention to detail

Self-motivated and comfortable in taking initiative

Ability to work independently

Job description

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

JOB DESCRIPTION

To offer world class products and services to clients, whilst achieving targets in an inbound and outbound call center environment.

KEY RESPONSIBILITIES

A Client Service Consultant is responsible for the provision of new quotations, acceptance and administration of policies while adhering to underwriting criteria and profiling the client in terms of the determination of a suitable product. Client Service Consultants are furthermore responsible for advising clients on all aspects of their policy needs.

QUALIFICATIONS AND EXPERIENCE

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

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

• Experience in a client service environment

• Experience in contact centre technology applications

• Good understanding of contact centre processes and SLA’s

COMPETENCIES

• Analytical thinking

SKILLS

• Strong verbal and written communication skills

• Excellent interpersonal, communication and networking skills

• Ability to work under pressure

• Attention to detail

• Self-motivated and comfortable in taking initiative

• 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 and whilst based in South Africa, we are rapidly moving into several emerging markets, both in Africa and Asia.

Our success is rooted in our passion for our clients and everything we do is centered on our delivery of Insurance Good and Proper. We’re about people. People drive our business, so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees.

At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.