SFS_CLAIM INBOUD CLIENT SRVICES AGENT
Vacancy at a glance
- Employer
- Not provided in listing
- Location
- Not provided in listing
- Pay or stipend
- Not provided in listing
- Closing date
- Not provided in listing
- Employment arrangement
- SFS_CLAIM INBOUD CLIENT SRVICES AGENT
These details come from the listing data. Confirm them on the original advert before applying. An unspecified detail has not been verified and should not be assumed.
Overview
The Inbound Client Service Agent is responsible for handling client calls and emails in a call center environment. Their duties involve answering incoming inquiries, making outbound service calls, documenting communication, resolving customer queries, and maintaining customer records. This role requires excellent communication skills, attention to detail, and the ability to manage irate clients effectively, while adhering to standard operating procedures.
Requirements
- Matric
- RE accreditation and/or should be working towards achieving competence within 2 years from DOFA
- FAIS accreditation and/or should work towards achieving certification within 5 years from DOFA
- Policy administration experience and/or policy sales experience
Responsibilities
- Answer incoming calls and respond to customer’s emails
- Make outbound calls: Outbound campaigns, Outbound service calls, Outbound preservations
- Identify and escalate issues to Team Leaders
- Document all call and email information according to standard operating procedures
- Ensure that all operational standard operating procedures are followed
- Follow up customer calls where necessary
- Upsell products and services
- Recognize, document, and alert the management team of trends in customer calls
- Provide product and service information to customers
- Transfer calls to claims with policy information
- Online Query resolution using the prescribed Systems
- Resolve all queries received within 48 hours not resolved online
- General administration as per underwriter products
- Policy holder updates on system
- Downgrade or upgrade policy cover as required by the policyholder
- Update premium on instruction of a policyholder
- General amendments of the policyholder information
- Assist with irate clients & answering calls
- Assist with workflow control
- Reporting as and when required
- Support the manager in all areas when necessary
- Maintain a healthy working environment
- Own and manage annual policy holder communication and ad hoc projects
- Print daily letters such as lapsed, cancelled, stopped, and rejection letters
How to apply
Application checklist and CV advice
SpanSam application guidance — these tips supplement the original advert; they are not additional employer requirements.
For SFS_CLAIM INBOUD CLIENT SRVICES AGENT, compare your qualifications and experience with each requirement in the original listing. Identify the examples from your work, studies or volunteering that demonstrate your suitability. State your actual responsibilities and achievements clearly; do not add skills or experience you cannot support.
Check the submission instructions
Use the application route shown above and confirm that the vacancy is still open on the original source. Check the closing date, location, reference number and any requested document format before submitting. If a detail is missing here, consult the employer’s advert rather than assuming it is optional.
Prepare the documents requested
Keep your CV contact details current and tailor your profile to this opportunity. Include supporting documents only as requested by the employer. Check whether the employer requires an online profile, a cover letter or answers to screening questions. Complete required fields accurately and review attachments before sending.
Check the opportunity-specific conditions
Consider the practical details of the advertised position as well as its title. Check the stated workplace, schedule and employment arrangement on the employer’s page before deciding whether to apply. If salary or working hours are not advertised, treat them as unconfirmed rather than relying on estimates from similar roles. Where the source provides an enquiries contact, use it to clarify the advert; send applications only to the designated submission destination.
Explain how your experience fits
Read the responsibilities alongside the requirements before editing your CV. For each relevant skill, choose a concrete example that explains what you did, the setting in which you did it and the result. Use dates and qualification names consistently across your CV and application form. If you are applying for an early-career opportunity, relevant projects, practical training and volunteering can help explain your experience, but should be labelled honestly rather than presented as paid employment.
Keep the strongest relevant information easy to find. A short professional profile, clear section headings and readable bullet points help a recruiter locate your education, skills and experience. Avoid copying every phrase from the advert into your CV. Use the employer’s terminology only where it accurately describes your background. Do not include identity documents or private financial information in a public CV unless the verified application process specifically requests them through a suitable channel.
Review before you submit
Open your final attachments to check that the files are readable, the correct versions are included and your contact details are accurate. Where an application portal is used, check for a confirmation screen or email rather than assuming an upload completed successfully. If the advert requests a reference number in an email subject or application form, copy it exactly from the official advert. Submit through the stated route; sharing a CV in a social-media comment is not a substitute for applying.
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Save a copy of the advert and your submission confirmation. Use Mark as applied to track this opportunity in My Jobs. Verify the destination before sharing personal documents, and investigate requests for payment or sensitive financial information. SpanSam does not decide applications or guarantee interviews.
Prepare your free CVAbout this listing: SpanSam is an opportunity discovery service and is not the hiring employer unless explicitly stated. Application decisions and source-listing changes are controlled by the employer or institution.