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  • Posted: Jun 22, 2022
    Deadline: Not specified
  • Santam Limited is the largest short-term insurer in South Africa, with a market share in excess of 22%, providing short-term insurance products through broker networks and direct sales channels. The company was established in 1918 and offers personal, commercial, and corporate insurance solutions. Santam is a subsidiary of Sanlam Limited and has been listed ...
    Read more about this company


    Client Service Consultant

    What will you do?

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

    What will make you successful in this role?

    • 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.


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


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

    Qualification and Experience

    • Degree or Diploma or Grade 12 with 3 to 5 years related experience.

    Knowledge and Skills

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

    Method of Application

    Interested and qualified? Go to Santam Insurance on to apply

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