Service Consultant - Kimberley at Santam Insurance

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?

• Prepare basic reports and statistics based on risk analysis.
• Communicate with internal stakeholders to provide information, 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.