Client Services Business Agent

Sanlam Limited; Midrand; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Miway is hiring a vibrant Business Agent to handle inbound/outbound calls, emails and chats, resolving client queries promptly while maintaining a polite and professional tone. You will educate clients on policy details, capture data accurately, and assist with policy changes.

Upselling opportunities are part of the role, with a focus on service excellence. The ideal candidate brings at least 2 years in the STI field, strong knowledge of Miway products, and excellent communication and

Qualifications

• Minimum 2 years' experience in the STI industry.
• Excellent knowledge of Miway Business products and systems.
• Excellent experience on TIA/MIA accounts.
• Knowledge of the Collections Queues and Processes.
• Must be highly proficient in dealing with clients at all levels.
• Understanding of Excel.
• Organized
• Professionalism.
• Self-disciplined
• Self-motivated
• Analytical
• Desire to excel.
• Problem solving skills and solution oriented.
• Flexibility.
• Ability to multi-task and cope with pressure
• Attention to detail
• Excellent administrative skills
• Good communication skills
• Able to work flexible hours
• Customer focus
• Active listening skills
• Results oriented
• Teamwork
• More than one language

Responsibilities

• Handle inbound and outbound calls, emails, chats and other queries from clients, brokers, or internal stakeholders.
• Resolve client queries timeously and accurately, ensuring client satisfaction.
• Educate clients on policy details, cover options, and processes.
• Maintain a polite, empathetic, and professional tone at all times.
• Ensure data is accurately captured and updated in the system.
• Assist with generally policy changes. Removing and adding of additional items.
• Upsell on relevant products based on your needs analysis.

Skills

Customer service

Communication

Excel

PowerPoint

Attention to detail

Multi-tasking

Problem solving

Teamwork

Active listening

Languages

Education

Grade 12

Tools

Excel

PowerPoint

Job description

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Miway is a direct financial services company. We are passionate about service excellence, convenience and offering our clients superior value products. Our Vision is to be a world-class direct financial services business that offers a complete array of services under one convenient umbrella - all managed online. We are positive that with the right people on board, we will continue to grow and give our clients the freedom to do things their way - free from worry and most importantly at peace with all the "what-ifs" of the world. Company values that every employee subscribes to are: Accountability, Attitude, Energy, Creativity, and Professionalism. The ideal candidate is one who has the courage to be bold and subscribes to Miway's core values! Do you have a positive attitude, love a challenge, treat your colleagues with respect and look for solutions, not problems? If yes, then Miway is the place for you!

What will you do?

We are looking for a vibrant, tenacious, determined individual into a Business Agent role to:

• Handle inbound and outbound calls, emails, chats and other queries from clients, brokers, or internal stakeholders.
• Resolve client queries timeously and accurately, ensuring client satisfaction.
• Educate clients on policy details, cover options, and processes.
• Maintain a polite, empathetic, and professional tone at all times.
• Ensure data is accurately captured and updated in the system.
• Assist with generally policy changes. Removing and adding of additional items.
• Upsell on relevant products based on your needs analysis.

Minimum 2 years' experience in the STI industry

Deliverables include, but will not be limited to

• Grade 12/Standard 10/NQF 4
• Excellent knowledge of Miway Business products and systems
• Excellent experience on TIA/MIA accounts
• Knowledge of the Collections Queues and Processes
• Must be highly proficient in dealing with clients at all levels
• Understanding of Excel
• Organized
• Professionalism
• Self-disciplined
• Self-motivated
• Analytical
• Desire to excel
• Problem solving skills and solution oriented
• Flexibility
• Ability to multi-task and cope with pressure
• Attention to detail
• Excellent administrative skills
• Good communication skills
• Able to work flexible hours
• Customer focus
• Active listening skills
• Results oriented
• Teamwork
• More than one language

• Must be highly proficient in dealing with customers and staff at all levels
• Excellent administrative skills
• Ability to plan and manage time efficiently
• Results oriented
• Self-disciplined and ability to work under pressure
• Self-motivated and desire to excel
• Analytical and organised
• Problem solving skills and solution oriented
• Flexibility
• Ability to multi-task and attention to detail
• Professional and organised
• Excellent Excel and PowerPoint skill

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. DEADLINE: 14 September 2026

At Miway we believe in cultivating a positive and dynamic working environment that gives you freedom and opportunity to succeed. Miway is committed to transformation and embracing diversity. This is what drives us to achieve a multicultural workplace with employment equity as a key goal to create an inclusive workforce, reflective of the demographics of our society.