Client Service Consultant at Santam Insurance

Santam Operations, Personal Lines Contact Centre, have a career opportunity available for a Client Service Consultant based in Auckland Park.
A Client Service Consultant is responsible for the provision of new quotations or the execution of policy specific amendment requests,
while adhering to underwriting criteria and profiling the client. The Client Service Consultant is furthermore responsible for advising clients on all aspects of their policy needs.

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