Client Care Representative | Sanlam

As a Client Care Representative  at Sanlam, you will play a vital role in providing exceptional service to our clients, including brokers, advisors, and customers. Your responsibilities will involve handling client inquiries, resolving policy service issues, and ensuring customer satisfaction in alignment with company standards.

Key Responsibilities:

• Provide professional and effective service to brokers, advisors, and customers, meeting their expectations in terms of quality and timelines.
• Handle client e-mails and faxes promptly, investigating and ensuring resolution of policy service inquiries.
• Work within a Business Shared Services environment, collaborating with colleagues in the call center, front office, and administration divisions.
• Support brokers, advisors, and customers with their service-related needs.

Role Requirements:

Qualifications:

• Matric/Grade 12 with Mathematics and/or Accounting.
• A relevant business degree/diploma from a well-recognized institution would be advantageous.

Knowledge and Experience:

• Experience in policy services administration within a financial company is highly recommended.
• Call center experience is beneficial.
• Fluency in both English and Afrikaans is required.

Competencies:

• Passion for customer service.
• Strong communication skills.
• Problem-solving aptitude.
• Information management capability.
• Excellent interpersonal skills.
• Integrity and respect for others.
• Computer literacy.

Knowledge and Skills:

• Customer service expertise.
• Team support capabilities.
• Administration proficiency.
• Understanding of quality, compliance, and accreditation standards.

Personal Attributes:

• Effective communication skills.
• Sound decision-making ability.
• Action-oriented mindset.
• Skillful at optimizing work processes.

Join us in fostering a positive and supportive working environment where your skills and dedication can contribute to our clients’ satisfaction and business success. Grow your career with Sanlam and explore opportunities for development across our diverse business clusters.