Fresh Vacancies at Santam Insurance

Purpose of the Role

• Santam Specialist Solutions has a career opportunity for a Marketing Assistant in the Construction and Engineering (SCE) business area which will be based in Wanderers Office Park.
• The position will report to the National Marketing Manager.

WHAT WILL YOU DO?

• The primary purpose of the insurance marketing assistant role is to focus on providing an end-to-end service and support to brokers. Main functions include Sales, Business Development and Technical Underwriting at new business stage.

WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?

• This role is focused on but not limited to; servicing broker requests, including enquiries.
• Technical underwriting at new business stage.
• 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;
• Quoting on instruction / policy maintenance / renewal and engineering 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;
• Managing client expectations on expected turnaround times for submitted requests;
• Adhering to underwriting criteria and regional requirements;
• Assisting in implementing solutions for improvement; and
• Standing in for Marketers should they be absent or on leave during busy periods or absence of key resources, assisting where required.

QUALIFICATIONS AND EXPERIENCE

• Matric/ Grade 12
• Post Graduate B. Comm, Engineering or Insurance Qualification  
• RE 5
• Proven sales experience in commercial insurance industry,
• Engineering underwriting experience will be an advantage.
• Broker relationship management, business development, portfolio management and technical underwriting at new business stage.

COMPETENCIES

• 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
• Teamwork

ADDITIONAL COMPETENCIES AND SKILLS

• Customer Service
• New Sales
• Team Support
• Communicate effectively
• Situational Adaptability
• Action Oriented

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CAREER OPPORTUNITY

• The main purpose of this position is to assist and support the Marketers (Sales and Underwriting) at the Johannesburg branch.

Purpose of the Role

• The purpose of this role is to provide a workplace development opportunity for an aspiring insurance professional to gain practical experience in underwriting and sales within the Construction and Engineering insurance sector.
• The incumbent will receive structured exposure, training, and on-the-job learning across key functions to develop the skills, knowledge, and competencies required for a successful career in this specialised field.

WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?

Underwriting assistance as the candidate progresses through the development plan to then assist with:

• Issuing quotations within the agreed mandate 
• Assist the Current Broker to increase business growth 
• Educate current brokers on engineering insurance products 
• Maintain Current Broker relationship 
• Solving queries on instructions between various departments and from brokers
• Provide renewal review and terms assistance to the Administration department team.
• Portfolio premium growth and loss ratio management  
• Search and recruit new Broker relationships in the market 
• PowerPoint presentation preparation
• Material Preparation for training functions
• Research for Marketing Presentations
• Team coordination within the marketing department

QUALIFICATIONS AND EXPERIENCE

• Matric
• Engineering Degree or Business-related degree
• Valid driver’s license
• Must have at least 1 year of working experience.

COMPETENCIES

• Administrative Skills
• Analysis and Judgement
• Attention to Detail 
• Client Orientation 
• Communication Skills/Well Spoken 
• Initiative
• Teamwork

ADDITIONAL COMPETENCIES AND SKILLS

• Computer Literacy
• Strong Communication Skills (Internal & external)
• Competent user of Excel, Word, Outlook, and other Microsoft platforms.

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What will you do?

• Santam Operations, Commercial Contact Centre have career opportunities available for Insurance Consultants (JG10) base in Cape Town, Bellville. The insurance consultant role is focused on providing an end-to-end service and support to intermediaries.

What will make you successful in this role?

This role is focused on, but not limited to.

• Contribution to the net profit and growth targets for business.
• Delivering exceptional service that exceeds customers’ expectations through proactive, innovative, and appropriate solutions.
• Providing telephonic / email support to the intermediary on record, authorised representatives from the brokerage, and broker services.
• Analysing the request from the intermediary and providing a quotation to secure the business (conversion).
• Initiating out dials to intermediaries to discuss quotations and / or convert policies.
• New business issuance.
• Assisting to resolve all insurance queries within required timeframe and compliance      requirements.
• 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;
• Assisting in implementing solutions for improvement.
• Adhering to workforce management principles to ensure that we optimize productivity.
• Prioritise own workflow and ensure work in completed to the required standards of productivity, quality, and timelines; use performance manage systems to improve personal performance. Ensuring that business targets are met.
• Standing in for consultants should they be absent or on leave during busy periods or absence of key resources, assisting where required. Ensuring that business targets are met.

Qualifications and Experience

• Matric / Grade 12
• 60 FAIS credits - Commercial lines
• Minimum of 3 years’ experience in Short Term Insurance - Commercial Lines
• A relevant insurance related qualification (e.g. NQF level 4) would be advantageous.
• Tertiary qualification would be advantageous  
• Preferable work experience in agriculture would be advantageous

Knowledge and skills

• Excellent verbal and written communication skills to request information and correspond with internal / external stakeholders.
• Excellent interpersonal skills, collaborating with internal / external stakeholders.
• Ensure adherence to quality, compliance, and accreditation standards
• Conduct efficient administration.
• Optimising work processes.