Insurance Client Engagement Advisor (Cape Town)

Sanlam Limited

Cape Town

In loco

ZAR 240.000 - 360.000

Tempo pieno

3 giorni fa
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Descrizione del lavoro

Santam is seeking a Client Engagement Adviser for their Cape Town office. The role focuses on delivering world-class service to clients in a call center environment, achieving quality and productivity targets, and handling client requests with accuracy and care.

The successful candidate will work within a dynamic insurance team, engaging clients professionally by phone and in writing, while maintaining compliance and service standards.

Competenze

  • Grade 12/Matric as minimum.
  • NQF Level 4 Qualification in Short Term Insurance.
  • Regulatory Exam (RE 5) advantageous.
  • 5–7 years' experience in customer service, preferably in short-term insurance.
  • Afrikaans speaking.
  • Willing to work shifts and overtime.

Mansioni

  • Capture client information accurately on the relevant system.
  • Execute client requests within timeframes, quality standards and legislation.
  • Handle administrative tasks according to standards and turnaround times.
  • Engage with clients in a client-centric manner.
  • Ensure queries are resolved timeously per service level agreement.
  • Provide effective, professional service telephonically and in writing.
  • Meet and exceed client service level agreements.
  • Manage time effectively and consistently achieve productivity.

Conoscenze

Customer service
Verbal and written comms
Attention to detail
Work under pressure
Self motivated
Administration

Formazione

Grade 12/Matric
NQF 4 in Short Term Insurance
RE5 advantageous

Descrizione del lavoro

Santam is seeking a Client Engagement Adviser for their Cape Town office. The role focuses on delivering world-class service to clients in a call center environment, achieving quality and productivity targets, and handling client requests with accuracy and care.

The successful candidate will work within a dynamic insurance team, engaging clients professionally by phone and in writing, while maintaining compliance and service standards.

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