Client Engagement Adviser (Pipeline) – Santam
- Company: Santam / Sanlam Group
- Position: Client Engagement Adviser (Pipeline)
- Location: Bloemfontein, Free State
- Employment Type: Permanent
- Date Posted: 13 August 2026
- Industry: Short-Term Insurance / Financial Services
Job Overview
Santam is seeking a Client Engagement Adviser to join its Client Solutions team in Bloemfontein.
The successful candidate will provide professional, efficient and client-focused service in a call centre environment, while meeting agreed targets for quality, productivity and customer satisfaction.
Key Responsibilities
- Accurately capture client information on the relevant systems.
- Process and execute client requests within agreed timeframes and quality standards.
- Complete administrative tasks according to required standards and turnaround times.
- Engage with clients using a strong customer-centric approach.
- Ensure client requests are accurately completed and follow up on outstanding queries.
- Resolve client queries within agreed service level agreements.
- Provide professional and efficient service through telephone and written correspondence.
- Ensure client service-level agreements are consistently met or exceeded.
- Manage time effectively to meet productivity requirements.
- Consistently achieve agreed productivity targets.
Minimum Requirements
- Grade 12 / Matric.
- NQF Level 4 qualification in Short-Term Insurance.
- 5–7 years’ customer service experience, preferably within the short-term insurance industry.
- Willingness to work shifts and overtime.
Advantageous
- Regulatory Examination (RE5).
Key Skills and Competencies
Applicants should have:
- Excellent customer service skills.
- Strong verbal and written communication skills.
- Excellent attention to detail.
- Ability to work effectively under pressure.
- Self-motivation and a results-driven approach.
- Strong administrative skills.
- Excellent time-management skills.
- Ability to work effectively within a team.
Personal Attributes
Santam is looking for someone who demonstrates:
- Customer focus
- Results orientation
- Innovation
- Resilience
- Collaboration
Probation and Training
The position includes a three-month probationary period, consisting of:
- A six-week training period, after which the employee’s knowledge will be assessed.
- An on-the-job evaluation phase, during which performance and progress will be measured against agreed targets.
About Santam
Santam is a leading general insurance company in Southern Africa and forms part of the Sanlam Group. The company operates across multiple markets and places strong emphasis on client service, transformation, diversity and building an inclusive workforce.