Jobs at Santam Insurance

The Team Manager will manage a team of contact centre consultants. Ensuring that the team reaches target(s) by monitoring individual performance on a constant basis. The team manager should also be knowledgeable on all aspects of the products, systems and processes. Mentors the team and gives constant real-time support in terms of query resolution.

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 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

go to method of application »

Santam’s Operation’s department have an exciting position available for an Insurance Consultant who will be based in the Service Centre team across the Commercial Contact Centres (Cape Town or Menlyn).

This role is focused on providing an end-to-end service to brokers.

What will make you successful in this role?

• Providing telephonic support to the intermediary on record, authorised representatives from the brokerage, and Broker Services;
• Providing quotations for new business and amendments to existing quotations
• Dealing with general insurance and policy specific enquiries
• Dealing with all policy maintenance and renewal aspects of existing policies
• Adhering to underwriting and regional criteria requirements;
• Managing the expectation on expected turnaround times for already submitted requests

Minimum Requirements

• Grade 12 (Matric)
• Relevant insurance qualification would be advantageous at NQF 5
• 2 years’ experience in short term insurance commercial lines and/or Agri Asset insurance would be advantageous
• Experience in commercial and / or Agri Asset policy administration and underwriting
• Proficiency in PolicyCentre system and CRM

Recommendations

• Previous experience in Policy Maintenance, Sales and Renewal functions
• Proficiency in Santam systems and tools other than Policy Centre (e.g. Web-e, Mainframe and Various Offline tools)

Skills

• Excellent verbal and written communication skills
• Excellent interpersonal skills, collaborating with internal colleagues and external stakeholders/clients
• Bilingual (Afrikaans and English) would be advantageous