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  • Posted: Aug 24, 2021
    Deadline: Not specified
  • 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 ...
    Read more about this company


    Insurance Consultant

    What will you do?

    Santam Operations, Commercial Contact Centre have career opportunities available for Insurance Consultants base in Johannesburg, Auckland Park. 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.


    •    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 3 years’ experience in short term insurance commercial lines and/or Agri assets


    •    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

    Knowledge and Skills

    • Customer Service
    • Administration
    • 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

    Build a successful career with us

    • We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

    Core Competencies

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

    Turnaround time

    • The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

    Our commitment to transformation

    • The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.

    Method of Application

    Interested and qualified? Go to Santam Insurance on to apply

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

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