Client Service Consultant at Santam Insurance

What will you do?

• This career opportunities are available at Santam Direct for a Client Service Consultant; the successful incumbent will be based in Bellville.  
• The Client Service Consultant will offer world class products and services to clients, whilst achieving targets related to quality, productivity and compliments in a call center environment.  

What will make you successful in this role?

• Accurately capture client information on the relevant system. 
• Execute client requests within the agreed timeframes, quality standards and legislation. 
• Handle all the administrative tasks according to agreed standards and turnaround times.  
• Engage with client in a client centricity manner. 
• Ensuring accurate completion client 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 

• Grade 12/ Matric 
• NQF Level 4 Qualification in Short Term Insurance 
• Completed Regulatory Exam (RE 5) 
• A minimum of 3years experience in short term insurance (Personal Lines Insurance)  
• Willingness to work shifts as well as overtime 

SPECIFIC REQUIREMENTS 
There will be a probationary period for three months, which consist of the following two phases: 

• There will be a +/- 4 week training period after which your knowledge will be assessed; and 
• On a job evaluation phase during which progress will be measured against your ongoing ability to meet a set sales target.

KNOWLEDGE AND SKILLS  

• Strong verbal and written communication skills 
• Excellent interpersonal, communication and networking skills 
• Strong client service orientation 
• Ability to work under pressure 
• Attention to detail 
• Self-motivated and comfortable in taking initiative 
• Ability to work independently

Knowledge and Skills

• Customer Service
• Administration
• Quality, compliance and accreditation
• Team Support

Personal Attributes

• Communicates effectively - Contributing independently
• Action orientated - Contributing independently
• Situational adaptability - Contributing independently
• Optimises work processes - Contributing independently

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently
• Drives results - Contributing independently