Jobs at Santam Insurance

WHAT WILL YOU DO?

• The Client Engagement Adviser 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 THE 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
• Regulatory Exam (RE 5) advantageous
• 5 -7 years of experience in Customer Service (Preferable within Short-Term Insurance)
• Willing to work shifts as well as overtime

KNOWLEDGE AND SKILLS

• Customer service
• Strong verbal and written communication skills
• Attention to detail
• Ability to work under pressure
• Self motivated
• Administration

PERSONAL ATTRIBUTES

• Customer focus
• Drives results
• Cultivates innovation
• Being resilient
• Collaborates

SPECIFIC REQUIREMENTS

There will be a probationary period of three (3) months, which consists of the following two phases:

• There will be a six (6) week training period after which your knowledge will be assessed; and
• On the job evaluation phase during with progress will be measured against your ongoing ability to meet s set target.

go to method of application »

JOB DESCRIPTION

• The Policy Administration Clerk will ensure that all signed policy documents are received, captured and accurately filled in the system. The role will handle enquiries relating to outstanding policy documents. The role will further be responsible for the registration and noting of cessions on policies. In addition, the role will assist with validating and processing of policies.

DUTIES

• Collection of signed policy documents from intermediaries.
• Handling enquiries and manage discrepancies relating to signed policy documents.
• Capture receival of signed policy documents onto Guidewire.
• Capture and process amendments on policies on the system. 
  Verification of policies and relevant documents.
• Distribute policy documents
• Provide training and support to Policy Clerks
• Support Agri personnel and intermediaries.
• Handling, registration and noting of cessions
• Managing the Support and Distribution E-mails
• Create Policies on Acceptance for Testing
• Additions of farm numbers
• Address incomplete/no signature policy information.
• Manage all policy systems and general office administrative duties.

QUALIFICATIONS AND EXPERIENCE

• Higher Certificate
• Ideally, a Degree or Diploma in Agriculture
• 1- 2 years’ experience in dealing with Insurance Policies would be advantageous.
• Experience in an insurance environment is recommended.

SKILLS & COMPETENCIES

• Computer literacy (MS Excel, Word, Outlook).
• Excellent verbal and written communication skills.
• Strong planning and organising abilities.
• Flexibility and Adaptability to manage multiple priorities.
• Client Services
• Team player
• Attention to detail / accuracy.
• Professional behaviour
• Well-spoken and confident in English and Afrikaans
• Ability to perform tasks under pressure.