Client Engagement Adviser (Pipeline) – Bloemfontein
- Company: Santam / Sanlam Group
- Location: Bloemfontein, Free State, South Africa
- Employment Type: Permanent
- Date Posted: 11 September 2026
- Job Category: Client Services / Short-Term Insurance
Job Overview
Santam Client Solutions has an opportunity available for a Client Engagement Adviser (Pipeline) to join its team in Bloemfontein.
The successful candidate will work in a call centre environment, providing clients with professional service and access to quality products and services while achieving agreed targets relating to productivity, quality and client compliments.
Job Description
The Client Engagement Adviser will be responsible for handling client requests, accurately capturing information, completing administrative duties and ensuring that client queries are resolved within agreed service levels.
The role requires strong customer service and communication skills, attention to detail and the ability to work effectively under pressure while maintaining consistent productivity.
Key Responsibilities
- Accurately capture client information on the relevant systems.
- Execute client requests within agreed timeframes and quality standards.
- Ensure compliance with applicable legislation and procedures.
- Complete all administrative tasks according to agreed standards and turnaround times.
- Engage with clients in a customer-centric manner.
- Accurately complete client requests and follow up on outstanding queries.
- Ensure queries are resolved timeously in accordance with service level agreements.
- Provide effective, efficient and professional service to clients and offices.
- Communicate with clients telephonically and through written correspondence.
- Ensure client service level agreements are met and exceeded.
- Manage time effectively to meet daily responsibilities.
- Consistently achieve agreed productivity targets.
- Maintain high standards of customer service throughout all client interactions.
Minimum Qualifications
Applicants must meet the following requirements:
- Grade 12 / Matric.
- NQF Level 4 qualification in Short-Term Insurance.
- RE5 Regulatory Examination will be advantageous.
Experience Requirements
- 5–7 years’ experience in customer service.
- Experience within the short-term insurance industry will be preferable.
- Willingness to work shifts.
- Willingness to work overtime when required.
Skills and Knowledge
The ideal candidate should have:
- Strong customer service skills.
- Excellent verbal communication skills.
- Strong written communication abilities.
- Excellent attention to detail.
- Ability to work effectively under pressure.
- Self-motivation.
- Strong administrative skills.
- Good time-management abilities.
- Ability to consistently achieve productivity targets.
Key Competencies
Candidates should demonstrate:
- Customer focus.
- Results-driven behaviour.
- Ability to cultivate innovation.
- Resilience.
- Collaboration and teamwork.
Probation and Training
The successful candidate will undergo a three-month probationary period, consisting of two phases:
Six-Week Training Period
The initial six weeks will involve training, after which the candidate’s knowledge will be assessed.
On-the-Job Evaluation
Following the training period, the candidate will enter an on-the-job evaluation phase. Progress will be measured against their ongoing ability to meet the required targets and performance standards.
About Santam
Santam is a general insurance company operating in Southern Africa and forms part of the wider Sanlam Group.
The organisation focuses on serving clients through insurance products and services, with its operations extending into emerging markets in Africa and Asia.
Santam places emphasis on client service and people development, recognising employees as an important part of the organisation’s business operations.