Case Owner at Santam Insurance

What will you do?

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred on our delivery of Insurance Good and Proper. 

What will make you successful in this role?

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 in Johannesburg.

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 portfolio; this includes regular engagement with brokers when it is required as well as the key stakeholders from Broker Services, Risk services and Claims.

• 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
• Manage a team of insurance consultants
• Compile reports per Broker for discussion including trends and deviations from process

Minimum Requirements

• Matric/GR 12
• Relevant Insurance Related Qualification
• FAIS compliant
• Above 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),
• Strong Underwriting skills, 
• 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,

Competencies

• Flexibility
• Excellent interpersonal, communication and networking skills. 
• Bilingual (Afrikaans and English) would be advantageous
• Strong client service orientation
• Ability to work under pressure
• Self-confidence
• Problem solving
• Time Management
• Strong conflict handling abilities