Client Service Consultant - Pipeline at Sanlam Group

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

• 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 package)
• Experience in a client service environment
• Experience in contact centre technology applications
• Good understanding of contact centre processes and SLA’s

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 comfortable in taking initiative
• Ability to work independently