Insurance Consultant at Sanlam Group

What will make you successful in this role?

• 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
• 120 commercial lines FAIS credits 
• A relevant insurance related qualification (e.g. NQF lev 5) 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

Knowledge and Skill

• 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 

Personal Attributes

• Communicates effectively - Contributing independently 
• Action orientated - Contributing independently 
• Situational adaptability - Contributing independently 
• Optimises work processes - Contributing independently