Client Engagement Adviser (Pipeline)- Bloemfontein
Santam Insurance · Bloemfontein, Free State
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- An exciting permanent opportunity has become available within Santam Client Solutions for a Client Engagement Adviser to join the team. The successful incumbent will be based at our offices in Bloemfontein.
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.