Retail

Client Engagement Consultant (bellville)

Momentum Metropolitan Holdings Limited·Western Cape, south-africa·Full Time·Contract
RetailFull TimeContract
-Closes Oct 30, 2026

Requirements

  • 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

Duties & Responsibilities

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.

Competencies

  • Examining Information
  • Documenting Facts
  • Establishing Rapport
  • Articulating Information
  • Showing Composure
  • Meeting Timescales
  • Upholding Standards
  • Taking ownership

Competencies

Key skills

Matric

At a glance

Company

Momentum Metropolitan Holdings Limited

Location

Western Cape, south-africa

Employment

Full Time

Experience

Valid until

October 30, 2026

Created

October 16, 2026