Client Engagement Adviser - CPT

Overview

An exciting permanent opportunity has become available within Santam Client Solutions for a Client Engagement Adviser. The successful incumbent will be based at our offices in Tygervalley, Cape Town.

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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 this 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 clients in a client-centric manner.
• Ensure accurate completion of client requests and follow up to ensure queries are resolved timeously, as per service level agreement.
• Provide effective, efficient and professional service to all clients and offices, both telephonically and through written correspondence.
• Ensure client service level agreements are met and exceeded.
• Demonstrate excellent time management skills.
• Achieve consistent productivity targets.

Qualification and Experience

Knowledge and Skills

Core Competencies

Specific Requirements

TIPS & TRICKS

Getting ready for your interview

There is not just one way to be successful at Santam. Interviewing is a two-way process that helps us learn about you and what you could do here. Santam has been officially recognised by the Top Employers Institute as a Top Employer 2025 for excellence in people practices. This is the ninth consecutive year that we have achieved this accolade.

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