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  • Posted: Nov 17, 2020
    Deadline: Nov 22, 2020
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    Santam Limited is the largest short-term insurer in South Africa, with a market share in excess of 22%, providing short-term insurance products through broker networks and direct sales channels. The company was established in 1918 and offers personal, commercial, and corporate insurance solutions. Santam is a subsidiary of Sanlam Limited and has been listed ...
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    Insurance Consultant

    What will you do?

    The Commercial Contact Centre division has permanent positions available for an Insurance Consultant. This position will be based in Cape Town, Bellville (Tygervalley) and will report to a Team Manager. This role is focused on providing quotations on new commercial lines business based on requests from Brokers. The Insurance Consultant will be responsible for conversion of new business. The role is not limited to providing quotations through an e-mail channel and includes the ability to handle quotations and enquiries through a telephony channel. It further includes the ability to handle the segmentation of business through and segmentation and distribution process.

    What will make you successful in this role?

    • To provide quotations on new business
    • To provide quotations on amendment requests to new business
    • To handle enquiries and provide quotations through a telephony channel
    • To discuss and accept risks (policies) based on quotations provided
    • To adhere to the underwriting criteria and CRM processes
    • To oversee the quotation process of our Commercial Business which includes issuance of new policies and handling amendments on existing quotes
    • To segment and distribute quotation requests through a CRM Channel

    Qualifications & Experience

    • Grade 12 (Matric)
    • Relevant insurance qualification will be an advantage
    • Minimum 2 years’ experience in a short term insurance commercial lines will be an advantage
    • 60 FAIS credits (commercial lines) - recommended
    • Experience in Commercial Sales Policy Administration and Underwriting will be an advantage

    Knowledge & Skills

    • Excellent verbal and written communication skills
    • Negotiation skills
    • Strong analytical ability and detail orientation skill
    • Computer proficiency (MS office package)
    • Bilingual (English and Afrikaans)

    Method of Application

    Interested and qualified? Go to Santam Insurance on to apply

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