Insurance Consultant at Santam Insurance

What will you do?

• Santam Operations, Commercial Portfolio Management has a career opportunities available for Insurance Consultant base in Johannesburg Hill On Empire, Parktown. The insurance consultant role is focused on providing an end-to-end service and support to brokers. 

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.

Qualification and Experience

• Matric/ Grade 12;
• 60 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 2 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.

Personal Attributes

• Customer Service;
• Team Support;
• Communicates effectively;
• Situational Adaptability;
• Action Oriented.