Subscribe to Job Alert
Join our happy subscribers
WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?
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.
QUALIFICATIONS 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
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
What will make you successful in this role?
Consult with business to identify business problems and opportunities
Assist with conceptualization, proposal of solution and business case development
Analyse and decompose relevant business processes and understand the impact on business
Elicit, analyse, document and maintain business requirements and functional specifications
Administration, planning and organizing of work to ensure successful and on time delivery
Ensure that solutions deliver on business expectation
Participate in quality assurance and user acceptance testing
Investigate production incidents and change requests to identify solutions and work with development team to implement solutions
Provide support and collaborate with project management, change management, training, design, development and testing competencies
Comply with company policies and procedures, standards and methodologies
Stay current on industry practices and trends in the short term insurance and digital environments and contribute innovative ideas for the use of technology and improvement of processes
Assist with compilation of monthly statistics and reporting
Qualification and Experience
Degree related to business analysis and information systems e.g. B. Com
Relevant Tertiary qualification or certificate/diploma in Business Analysis from an industry recognized training institution
3 - 5 years’ experience as Business Analyst e.g. CBAP will be advantageous
3 - 5 years’ Finance regulatory and compliance experience advantageous.
Experience with working in an agile environment e.g. Scrum, managing product backlogs and writing user stories
Experience in the use of software and process modeling methodologies and tools
Experience working with Atlassian (Jira and Confluence) advantageous
Experience in workshop facilitation and communication with stakeholders both internal and external and at different levels of the organisation
Experience in the use of project management techniques and methodology advantageous
Experience in the regulatory and compliance environment advantageous
Experience in the short term insurance industry advantageous
Strong analytical and problem-solving ability
Thorough knowledge and understanding of business, process and technology environments
Effective communication skills, both written and verbal
Effective relationship building skills and ability liaise with stakeholders at all levels, internal and external
High confidence, self-driven individual who can remain calm and focused under pressure. Ability to manage own workload and timelines
Facilitation of workshops, decision-making, and actions to enable teams to agree next steps
Ability to effectively deal with conflict situations
Ability to be organized while working in a complex, fast-paced and dynamic environment
Ability to work independently and collaboratively
Ability to take ownership, lead and initiate action and drive actions to completion
Core Competencies
About The Company
Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centered on our delivery of Insurance Good and Proper.
Please note this appointment will be made in line with the Divisional Employment Equity targets. People with disabilities are welcome to apply
What will you do?
Santam Operations, Commercial Contact Centre have career opportunities available for Insurance Consultants base in Pretoria. The insurance consultant role is focused on providing an end-to-end service and support to brokers.
What will make you successful in this role?
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.
QUALIFICATIONS AND EXPERIENCE
• Matric/ Grade 12
• 60 commercial lines FAIS credits
• A relevant insurance related qualification (e.g. NQF lev 4) 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
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
Turnaround time
Our commitment to transformation
Use the link(s) below to apply on company website.
Build your CV for free. Download in different templates.
Join our happy subscribers
Gmail
Yahoomail