Insurance Consultant (Commercial Lines) at Santam Insurance

About the role:

• Santam Operations Commercial Contact Centre have career opportunities available for Insurance Sales Consultants based in Cape Town, (Bellville) or Johannesburg.
• The insurance sales consultant role is focused on providing an end- to-end service and support to brokers whilst achieving sales targets in a commercial contact centre environment.

Duties and responsibilities:

• Consistently meeting sales targets.
• Contribution to the net profit and growth targets for business.
• Delivering exceptional service that exceeds customers’ expectations through proactive, innovative, and appropriate solutions.
• Providing telephonic / email support to the intermediary on record, authorised representatives from the brokerage, and broker services.
• Analysing the request from the intermediary and providing a quotation to secure the business (conversion).
• Initiating out dials to intermediaries to discuss quotations and / or convert policies.
• New business issuance.
• Assisting to resolve all insurance queries within required timeframe and compliance requirements.
• Assisting in implementing solutions for improvement.
• Adhering to workforce management principles to ensure that we optimize productivity.
• Prioritise own workflow and ensure work in completed to the required standards of productivity, quality, and timelines.
• Managing client expectation on expected turnaround times for submitted requests;
• Adhering to underwriting criteria and regional requirements.
• Assist with profiling the client with the best suitable product and underwriting criteria;

Qualifications and Experience:

• Minimum 1-3 years’ experience within an insurance (commercial lines) sales contact centre.
• Matric
• Minimum 60 Commercial Lines Short-term Insurance credits
• Relevant insurance related qualification (NQF 5) would be beneficial
• Compliance with FAIS Fit and Proper criteria i.e. minimum experience and competency requirements
• Solid sales track record.
• Consistent target achievement
• Solid out-bound call centre sales experience and skills
• Clear record of accomplishment in terms of adherence to quality standards and compliance