Business Liaison officer at Santam Insurance

JOB DESCRIPTION

Santam places great value in our relationship with our business partners, which is why we’ve identified a need to avail ourselves to both Sanlam Tied Advisors and the Snr Business Development Manager through a dedicated support role. 

What will make you successful in this role?

The Business Liaison Officer will be responsible to maintain relationships between the various internal channels within Santam, Sanlam and Sanlam advisors. 

The successful incumbent’s responsibilities includes but not limited to:

• Liaising with the Recruitment administrator for effective handover to on board new advisers 
• On boarding for newly appointed Advisers
• Effectively solve escalations/complaints and the management of expectations whilst utilising available resources
• Offer administration and business support in facilitating the completion of requests within published service level agreements.
• Formulate structured reports to Senior BDM, Advisers, Sanlam and Santam stakeholders.
• Administration support to the Senior BDM 
• Co-ordinate training schedules with the various product providers 
• Co-ordinate and manage logistics of workshops, Adviser connect sessions 
• Facilitating marketing related requests from Advisers

Skills

• Good interpersonal skills
• Detail orientation skills
• Strong analytical abilities
• Excellent conflict handling skills
• Good communication skills (verbal and written) 
• Computer proficient skills (MS Office Packages)

Qualification and Experience

• Matric or equivalent
• Minimum of 2 years exposure to the Personal and Commercial Lines policy administration and underwriting environment
• Familiar and can navigate on Santam broker portal and Policy center / Guidewire
• Minimum of 2 years in a broker servicing environment 
• Good understanding of contact centre processes and SLA’s 
• Knowledge and understanding of the Santam Tied Agency (STA) role in Sanlam
• Excel and Powerpoint skills essential