Case Owner at Santam Insurance

What will you do?

• Santam’s Operation’s department has an exciting new role and position available for a Case Owner who will be based in the Service Centre team within the Commercial Contact Centre, Bellville.
• The Case Owner will manage the Brokers experience by providing a dedicated service for high value requests from quotation through inception, amendments to renewal of the policy. The Case Owner is fully responsible for a specific portfolio; this includes regular engagement with brokers when it is required as well as the key stakeholders from Broker Services, Risk services and Claims.

Key Responsibilities

•     Provide a dedicated service to the brokers of a region, focussing on the high value policies.
•     Understand the different Santam commercial offerings to provide good and proper advice to our brokers.
•     Build strong relationships with the relationship manager and technical manager. 
•     Understand the risk exposure for Santam and provide solid underwriting advice to key stakeholders.
•     Ensure corrective underwriting actions by incorporating and discussing risks with technical manager, risk services and relationship manager. 
•     Manage the referral process for above mandate requests. Ensure high levels of engagement by providing brokers with continuous feedback.
•     Identify trends and inaccuracies in specific portfolio and take the necessary corrective action and or provide feedback to broker services and risk services.
•     Ensure data quality
•     Compile reports per Broker for discussion including trends and deviations from process

What will make you successful in this role?

•     Matric completed
•     Relevant Insurance Related Qualification
•     FAIS compliant
•     More than 5 years Commercial Lines experience    
•     In-depth knowledge of the different Santam Commercial offerings 
•     Working knowledge of reinsurance

Skills

•     Computer Literate (MS Office Package),
•     Relevant System Knowledge (PolicyCenter WebE, CRM),
•     Underwriting, 
•     Compiling and Analysing data 
•     Understanding of operations management
•     Strong insurance knowledge
•     Ability to transact in the full value offering of service centre
•     People management skills

Knowledge and Skills

• Customer Service
• Reporting and Administration
• Quality, compliance and accreditation
• Business Processes
• Services knowledge

Personal Attributes

• Communicates effectively - Contributing independently
• Decision quality - Contributing independently
• Manages conflict - Contributing independently
• Optimises work processes - Contributing independently