Insurance Consultant at Santam Insurance

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)