Client Service Consultant at Sanlam Group

What will make you successful in this role?

Key Responsibilities

• Ensuring Quality of work is 95% as required by business standard.
• Sales target set out by business to be achieved in line with the growth strategy.
• Consistent achievement of agreed productivity.
• Ensuring Customer satisfaction, a positive client experience in line with organisational targets.
• Ensuring accurate completion of broker requests through first call resolution which requires outbound calling to ensure queries are resolved timeously, as per service level agreement.
• Ensuring client service level agreements are met and exceeded.
• Excellent time management.
• Ensuring good relationships are maintained with our internal and external stakeholders.

Qualifications and Experience

• Matric certificate or equivalent qualification.
• FAIS compliant (NQF level 4).
• Experience in short term insurance.
• Clear criminal and credit record.
• Compliance with FAIS Fit & Proper criteria i.e. minimum experience and competency requirements, which can be obtained while working under supervision.
• Computer literate.
• Willing to work shifts.
• Clean track record in terms of adherence to Quality standard and Compliance.
• Consistent target achievement.

Competencies

• Analytical thinking.
• Relationship building skills.
• Sales skill.
• Information seeking.
• Drive for results.
• Initiative.
• Emotional self-control.
• Customer service orientation.

Skills

• Computer literate (MS Office package).
• Client service oriented.
• Negotiation skills.
• Deadline and results-driven.