Client Engagement Adviser

Client Engagement Adviser

Sanlam Rand West City, Gauteng, South Africa

We are seeking a Client Engagement Adviser to join the Santam Client Solutions team located at our offices in Tygervalley, Cape Town. This is a permanent, full‑time position.

The Client Engagement Adviser will provide world‑class products and services to clients while achieving targets related to quality, productivity and client satisfaction in a call‑center environment.

• Accurately capture client information on the relevant system.
• Execute client requests within the agreed time frames, quality standards and legislation.
• Handle all administrative tasks according to agreed standards and turnaround times.
• Engage with clients in a client‑centric manner.
• Ensure accurate completion of client requests and follow up to resolve queries in a timely manner, as per service level agreements.
• Provide effective, efficient, and professional service to all clients and offices, both telephonically and through written correspondence.
• Meet and exceed client service level agreements.
• Demonstrate excellent time‑management skills.
• Consistently achieve agreed productivity targets.

• Grade 12 / Matric.
• NQF Level 4 Qualification in Short‑Term Insurance.
• Regulatory Exam (RE 5) advantageous.
• 5‑7 years of experience in customer service (preferably within short‑term insurance).
• Willingness to work shifts and overtime.

• Customer service orientation.
• Strong verbal and written communication skills.
• Attention to detail.
• Ability to work under pressure.
• Self‑motivated and proactive.
• Proficiency in administrative tasks.

• Customer focus.
• Results driven.
• Innovative mindset.
• Resilience.
• Collaborative spirit.

There will be a probationary period of three (3) months, comprising two phases:

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, and rapidly expanding company, moving into emerging markets across Africa and Asia. Our success is rooted in our passion for clients and our commitment to transformation, diversity, and inclusion. We give preference to applicants from designated groups to achieve employment equity.

Mid‑Senior level

Full‑time