Job Title

Call Centre Client Care Representative

South Africa, Western Cape
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Market Related
Area: South Africa, Western Cape
Sector: Call Centre
Posted: 21 February 2024

Job Details

Business Description:

The Sanlam Retail Affluent cluster is responsible for Sanlam’s retail business in South Africa. SRA provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs.

As a company we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.


Job Purpose:


Output/Core Tasks:

• The Client Care Centre environment is divided into three divisions, a call centre a front of office and an administration division that deals with all other types of communication and correspondence from our customers.

• You will be responsible for providing professional and effective services to brokers, advisors and customers; meeting customer’s expectations, particularly in terms of quality and time-lines in compliance with the company’s standards.

• Effectively deal with all client calls investigating, and ensuring resolution of client policy service enquiries.

• Please note that this is an inbound call centre position.


Role Requirements:



• Matric/Grade 12

• A diploma or degree from a tertiary institution will be an advantage.

Knowledge and Experience:

• Life insurance telephonic customer service experience.

• Experience in assurance administration.

• Competent with the administration of life covers, retirement annuities, savings plans and investments.

• Ability to communicate in English and Afrikaans will be an advantage.



• Must have passion for customer services

• Strong communication skills

• Aptitude to identify and solve problems

• Capacity to manage information

• Very good Interpersonal skills

• You must have Integrity and hold respect for others

• Computer literate