Client Service Consultant at Santam Insurance

What will make you successful in this role?

This role is focused on, but not limited to; servicing broker requests, including enquiries.

• Execute broker request within agreed timeframes, quality standard and legislation guidelines;
• Dealing with issuance of new policies or policy maintenance amendments;
• Dealing with general insurance and policy specific enquiries or sales thereof;
• Managing client expectation on expected turnaround times for submitted requests;
• Ensuring and delivering accuracy of broker requests;
• Providing effective, efficient and professional service to all clients both telephonically and/or through written correspondence;

Qualifications

And Experience

• 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

Knowledge And Skills

• Excellent verbal and written communication skills
• Excellent interpersonal skills, collaborating with internal colleagues and external stakeholders/clients
• Ensure adherence to quality, compliance and accreditation standards
• Conduct efficient administration
• Optimising work processes