Client Service Consultant at Santam Insurance

A Client Service Consultant is responsible for the provision of new quotations and the acceptance 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.

Minimum Requirements

• Matric
• FAIS compliant: NQF level 4 consisting of a minimum of 30 credits
• Minimum 2 year Personal Lines contact centre experience in a short-term insurance environment
• Experience in a client service environment
• Experience in contact centre technology applications
• Good understanding of basic financial principles, e.g. profit, growth, etc.
• Good understanding of contact centre processes and SLA’s

Skills

• Good interpersonal skills
• Detail Orientation skills
• Good communication skills (verbal & written)
• Bilingual (Proficient in English and Afrikaans)
• Computer Literate (MS Office Package

Competencies

• Deciding and Initiating Action
• Enterprising and commercial thinking
• Persuading and Influencing
• Following Instructions and Procedure