Insurance Consultant - Pretoria at Santam Insurance

• Santam Operations, Commercial Contact Centre have career opportunities available for Insurance Consultants base in Centurion. The insurance consultant role is focused on providing an end-to-end service and support to brokers.

This role is focused on, but not limited to; servicing broker requests, including enquiries.

•   Providing telephonic/ email support to the intermediary on record, authorised representatives from the brokerage, and broker services;
•   Dealing with general insurance and policy specific enquiries;
•   Dealing with issuance of new policies/ policy maintenance/ renewal / agri aspects of policies;
•   Assisting to resolve all insurance queries within required timeframe and compliance requirements;
•   Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books;
•   Undertaking to adjust premiums in line with new asset values;
•   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;
•   Advising brokers to ensure that we meet with clients’ needs in terms of the correct cover and product;
•   Assisting in implementing solutions for improvement; and
•   Standing in for Consultants should they be absent or on leave during busy periods or absence of key resources, assisting where required.

QUALIFICATIONS AND EXPERIENCE
  Matric/ Grade 12
  60 commercial lines FAIS credits
  A relevant insurance related qualification (e.g. NQF lev 4) would be advantageous 
  Proven work experience in commercial, agriculture policy administration and underwriting within the short-term insurance industry
  Minimum of 3 years’ experience in short term insurance commercial lines and/or Agri assets

KNOWLEDGE AND SKILLS 

•   Excellent verbal and written communication skills
•   Excellent interpersonal skills, collaborating with internal colleagues and external stakeholders/clients
•   Ensure adherence to quality, compliance and accreditation standards
•   Conduct efficient administration
•   Optimising work processes