Active Jobs at Santam Insurance

What will you do?

• Santam Travel Insurance has a position available for a Call Centre Consultant who will be based in (Illovo).

What will make you successful in this role?

• The successful candidate will be required to market and / or sell short term insurance products to clients as well as intermediaries.

RESPONSIBILITIES:

• Interact with clients (telephonically or on a face to face level)
• Operate in an Inbound call centre environment
• Maintain excellent product knowledge
• Provide correct, factual information relative to products and benefits in accordance with the requirements laid out by the Financial Advisory and Intermediary Services Act (FAIS ACT).
• Be responsible for the administration and processing of documents including but not limited to policies, endorsements, quotations and other supporting documentation
• Resolution of verbal and written queries
• Ensure a high level of customer service including but not limited to excellent phone etiquette, effective written and verbal communication.
• Ad hoc support to management and the sales team as and when required 

Qualifications & Experience

• Minimum Matric or suitable equivalent
• FAIS Accreditation and RE1 (if they have been in the financial industry)
• 3 years’ experience in the Call centre environment 

Skills

• Computer literate in MS Office Excel, Word and Outlook
• Good interpersonal skills
• Good written and telephonic skills
• Good command of English language
• Service orientated
• Attention to detail
• Work well under pressure
• Outbound experience advantageous 

go to method of application »

What will you do?

• Santam Operations, Commercial Contact Centre 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 sales quote on new and existing business / 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 

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