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  • Posted: Sep 16, 2021
    Deadline: Not specified
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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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    Regional Assistant

    What will you do?

    The purpose of this position is to provide support to the Relationship Managers and is responsible for delivering quality service to customers, who could be either internal or external to Santam (including intermediaries, clients, partners and suppliers). The successful incumbent will provide support to address customer needs, concerns and issues.

    What will make you successful in this role?

    Principal accountabilities
    • Prepare basic reports and statistics based on risk analysis.
    • Communicate with internal stakeholders to provideinformation, feedback and follow through on queries and/or instructions.
    • Address unusual and non-standard customer issues including underwriting and commercial related queries.
    • Task related decision making within set policies and procedures.
    • Research to assist in addressing non-standard underwriting issues.
    • Update Relationship Manager reports.
    • Create client profiles for identified risks.


    QUALIFICATIONS AND EXPERIENCE
    • Grade 12.
    • FAIS compliance (60 credits Commercial Lines and 30 credits Personal Lines) preferred.
    • RE 1.
    • At least 2 years’ within the short-term insurance industry essential.
    • At least 1 year Commercial Lines experience.
    • Proven MS Excel experience essential.


    KNOWLEDGE AND SKILLS
    • Familiar with Word (basic), Qlikview, intranet and internet.
    • Understanding and knowledge of Santam process.
    • Understanding of all relevant customer support systems and processes related to all products.


    COMPETENCIES
    • Analytical thinking.
    • Information seeking.
    • Drive for results.
    • Flexibility.
    • Initiative.
    • Emotional self-control.
    • Customer service orientation.
    • Self-confidence.
    • Teamwork and cooperation.

    Qualification and Experience

    • Grade 12 with 2 to 3 years related experience.

    Knowledge and Skills

    • Recording of financial Transactions
    • Reconciliations and query resolution
    • Compliance with SOP's and SLA's

    Personal Attributes

    • Manages conflict - Contributing dependently
    • Demonstrates self-awareness - Contributing dependently
    • Optimises work processes - Contributing dependently
    • Action orientated - Contributing dependently

    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 dependently
    • Customer focus - Contributing dependently
    • Drives results - Contributing dependently
    • Collaborates - Contributing dependently
    • Being resilient - Contributing dependently

    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 careers.sanlamcloud.co.za to apply

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