Active Jobs at Santam Insurance

What will make you successful in this role?

Key Responsibilities

• Ensuring Quality of work is 95% as required by business standard.
• Sales target set out by business to be achieved in line with the growth strategy.
• Consistent achievement of agreed productivity.
• Ensuring Customer satisfaction, a positive client experience in line with organisational targets.
• Ensuring accurate completion of broker requests through first call resolution which requires outbound calling to ensure queries are resolved timeously, as per service level agreement.
• Ensuring client service level agreements are met and exceeded.
• Excellent time management.
• Ensuring good relationships are maintained with our internal and external stakeholders.

Qualifications and Experience

• Matric certific

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What will you do?

• Santam Operations, Commercial Portfolio Management have career opportunities available for Insurance Consultants base in Johannesburg Hill On Empire, Parktown . The insurance consultant role is focused on providing an end-to-end service and support to brokers. 

What does Insurance Consultant do?

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.

Qualification and Experience

• 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

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

Personal Attributes

• Customer Service
• Team Support
• Communicates effectively
• Situational Adaptability
• Action Oriented