Trainee Digital Distribution Specialist at Santam Insurance

About the job
What will you do?

Santam SHA has a position available for an Trainee Digital Distribution Specialist who will be based in Johannesburg - Illovo.

Underwriting (Core)

• Quoting and dealing with queries from brokers on any referrals that arise out of the digital platform.
• Managing administrative processes and accounts issues arising out of the use of the system.
• Dealing with frequently asked questions.
• Providing guidance to users (brokers) on the use of the system.
• Building and managing profitable portfolios with the Pocket Underwriter system.

Marketing and sales

• Calling on brokers with a view to discussing the range of digital products available through SHA.
• Conducting presentations to brokers to deal with:
• The benefits of the range of digital products
• The differences between standard and digital products
• Driving sales through the Pocket Underwriter.
• Events and Training
• Training of brokers on the use of Evolution and EVO PI on the Pocket Underwriter.
• Training of brokers on specialist covers

Digital Client Liaison

• Respond to queries and resolve to the satisfaction of the affected parties within the scope of authority and / or responsibility.
• Provision of telephonic backup and answering services to the digital distribution division.
• Manage broker queries on the usage of the Pocket Underwriter
• Handle credit control queries and errors
• Assist with the administrative process of moving risks into the digital platform
• Continuously monitor quality and accuracy of the documents and KIT records produced by the system
• Participating in ongoing system testing

Experience

• Minimum 3 years’ experience in the insurance industry.
• 1+ years of Underwriting experience or relevant cyber and professional liability experience.
• Added experience with Liability, D&O, and A&H will be beneficial but not totally necessary as training will be provided

Qualifications

• Matric
• Appropriate tertiary qualification.
• RE 5 & FAIS Compliant a preference.

Generic Requirements

• Administrative Skills
• Attention to Detail
• Client Orientation
• Communication Skills
• Initiative
• Teamwork

Specific Requirements

• Comfortable with social media
• Self-starting
• Strong sales and presentation skills
• Solid broker relationships