Insurance Consultant at Santam Insurance

What will make you successful in the role

This role is focused on, but not limited to;

• Servicing broker requests, including enquiries. 
• Contribution to the net profit and growth targets for business.
• Delivering exceptional service that exceeds customers’ expectations through proactive, innovative, and appropriate solutions.
• 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) 
• 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 Customer Service 
• Quality, compliance and accreditation 
• Team Support 

Personal Attributes

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

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently
• Drives results - Contributing independently