Client Engagement Consultant (Bellville)

In brief

**Overview** This role is for a Client Engagement Consultant based in Bellville at Momentum Metropolitan Holdings. The consultant will primarily engage with clients and intermediaries to resolve queries, provide information, and manage relationships, operating within the long-term insurance industry framework and leveraging both internal processes and digital platforms. **What you will do** INTERNAL PROCESS * Engage with clients and/or intermediaries in a professional manner to resolve all client queries within the Service Level Agreement and quality standards. * Take ownership of complaints and ensure they are resolved timeously and effectively. * Provide clients with the relevant information and documentation as required in line with policy guidelines. * Capture and update client information on relevant system/s, based on data received from the client. * Accurately complete all administrative and reporting requirements within agreed timeframes. * Adhere to legislative / compliance requirements in the service process. * Identify and report process and system failures and enhancements to improve client experience. CLIENT * Investigate client queries within the agreed service level and ensure that client receives timeous feedback. * Escalate client queries to the relevant department or stakeholder. * Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate after sales services. * Leverage digital platforms and tools to enhance client servicing and ensure seamless digital client experience. * Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders. * Build and maintain relationships with clients and internal and external stakeholders. * Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed. * Make recommendations to improve client service and fair treatment of clients within area of responsibility. * Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service. PEOPLE * Develop and maintain productive and collaborative working relationships with peers and stakeholders. * Positively influence and participate in change initiatives. * Continuously develop own expertise in terms of professional, industry and legislation knowledge. * Contribute to continuous innovation through the development, sharing and implementation of new ideas. Take ownership for driving career development. FINANCE * Contribute to the financial planning process within area. * Identify opportunities to enhance cost effectiveness and increase operational efficiency. * Manage financial and other company resources under your control with due respect. * Provide input into the risk identification processes and communicate recommendations in the appropriate forum. **Requirements (from the original advert)** * Matric / Grade 12 * Business related qualification optional * Ability to communicate effectively in English is essential * Proficiency in Afrikaans would be advantageous * 2 years client service call centre experience, dealing with calls and all related admin functions * Understanding of long-term insurance industry and In House systems **Who should apply** The ideal candidate is an individual with at least a Matric/Grade 12 education, possessing strong communication skills in English (with Afrikaans being an advantage). They should have a minimum of two years of experience in a client service call centre, handling both calls and administrative tasks. A foundational understanding of the long-term insurance industry and relevant in-house systems is required. The candidate should be highly client-focused, proactive in resolving complaints, meticulous in documenting information, able to build rapport, articulate information clearly, and maintain composure under pressure. They should also be capable of meeting deadlines, upholding standards, taking ownership of their work, and continuously developing their professional expertise. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/client-engagement-consultant-bellville-momentum-metropolitan-holdings-limited Source: myjobmag

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

• At least 2 years of experience.

• Afrikaans

Extracted automatically from the advert; confirm requirements on the original listing.

Job description

Before you apply

• Confirm the requirements and closing date on the original listing (myjobmag). SPANi lists vacancies from other sites and may not reflect last-minute changes.
• Legitimate employers do not charge application, registration or training fees.
• Don't send your ID or bank details before you have confirmed the employer is real.

How to spot a job scam

Before you apply

• Read the full advert and confirm you meet the minimum requirements before applying.
• Tailor your CV headline and most recent experience to the job title and key skills.
• Note the closing date and reference number, and keep a copy of what you submit.
• Apply only through the employer or job board link — never pay to apply.