Client Service Consultant at Sanlam Group

JOB DESCRIPTION

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

KEY RESPONSIBILITIES

• Accurately capture client information on the relevant system.
• Execute broker requests within the agreed timeframes, quality standards and legislation.
• Handle all the administrative tasks according to agreed standards and turnaround times.
• Engage with broker in a client centricity manner.
• Ensuring accurate completion broker requests and follows up to ensure queries are resolved timeously, as per service level agreement.
• Providing effective, efficient and professional service to all our clients and offices, both telephonically and through written correspondence.
• Ensuring client service level agreements are met and exceeded.
• Excellent time management skills.
• Consistent achievement of agreed productivity.

QUALIFICATIONS AND EXPERIENCE

• Matric certificate or equivalent qualification
• FAIS compliant (30 credits NQF level 4)
• 2 years 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

SKILLS

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

COMPETENCIE

• Analytical thinking
• Information seeking
• Drive for results
• Initiative
• Emotional self-control
• Customer service orientation