Santam Careers – Client Service Consultant

Job Responsibilities:

• Retaining broker and direct renewals using retention/persuasive skills to identify the client’s need.
• Research competitive pricing and policy services in order to provide a competitive price and policy comparisons to suit your client’s need.
• premiums to be paid in and offer the option to reinstate
• Promote marketing campaigns by upselling and cross-selling.
• Achieve monthly key performance metrics and adherence to work force management.
• Educate clients on the Santam Direct product features, billing, service offerings and product value.
• Resolve enquiries and retain clients by providing world class client service.
• Contacting clients on both the unpaid and reinstatement list daily to request
• Additional duties as assigned.
• Create reinstatement opportunities utilizing competitor knowledge, retention and persuasive skills on cancelled policies.
• Create save opportunities by utilizing proactive retention and persuasive skills on clients with unpaid debit orders.
• Contact brokers daily based on the leads received

Job Requirements:

• Computer Literacy (MS Office package)
• Good judgement
• FAIS compliant (150 credits)
• Strong client service orientation
• Attention to detail
• RE Qualification
• Strong verbal and written communication skills
• Excellent interpersonal, communication and networking skills
• Matric/ Grade 12
• Ability to work independently
• Ability to work under pressure
• Self-motivated and comfortable in taking initiative
• 2 years’ experience in Personal Lines insurance