Jobs at Santam Insurance

What will you do?

• The Santam Direct Call Centre has positions available for Sales Advisor who will be based in Belville, Cape Town. The successful candidates will offer world class products and services to clients, whilst achieving sales targets in an outbound call centre environment.
• Responsible for inbound/outbound telephonic communication with client base. Ensures the quality of service exceeds customer expectations and establishes constructive relationships with client base. Utilises IT system accurately and ensures that all queries are answered effectively. Refers calls to appropriate departments only if unable to solve query appropriately. Deals with more complex queries, which often entail amendments to payments made. Provides accurate product information to clients in line with standards and protocols and may have supervisory responsibilities.

What will make you successful in this role?

• Consistently meeting sales targets.
• Adherence to Quality Assurance processes (Compliance with all relevant internal and external rules e.g. TCF, CPA and internal Sales processes).
• Offering outstanding customer experience.
• Strict adherence to workforce scheduling.
• Be available to work shifts as well as overtime.

QUALIFICATIONS 

• Matric/ Grade 12
• RE Certificate 

EXPERIENCE

• Minimum 30 Personal Lines Short-term Insurance credits 
• Minimum 2-5 years experience within a sales outbound call centre.
• Compliance with FAIS Fit and Proper criteria i.e. minimum experience and competency requirements
• Solid sales track record.
• Consistent target achievement
• Solid out-bound call centre experience and skills 
• Leads warm-up and cold calling will be mandatory. 
• Clear record of accomplishment in terms of adherence to quality standards and compliance

KNOWLEDGE AND SKILLS 

• Knowledge of short-term insurance processes, procedures and business rules advantageous
• Excellent English communication & writing skills
• Fluent in English and one other official language.
• Strong relationship, negotiating and networking skills
• Ability to influence.

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JOB DESCRIPTION

• The incumbent will play a key role in supporting the Risk Management and Risk Solutions team. The incumbent will be required to handle highly confidential documents and information requiring utmost discretion. 

PRINCIPLE ACCOUNTABILITIES INCLUDE: 

 Administrative support 

•  Expense management for the team. This includes monitoring budget spend including the preparation of the budget and handling budget related queries, preparing and lodging expense accounts and claims for payment and administrative purposes. 
•  Gathering information and conducting background research, follow-up, preparing of summaries, basic analysis as and when required 
•  Office asset management and maintenance of asset register for the team (e.g. laptops). This includes stationary management (inventory maintenance and requisition), maintaining of office systems, data management and filing, organograms and mailing and teams lists. 
•  Diary management. This includes timeous and accurate scheduling of meetings ensuring that venues and appropriate facilities have been arranged as needed as well as following up on diary requests to ensure appropriate and constructive allocation of time. 
•  Function organizing and management, such as strategic sessions and various team events, including venue hire and all logistical aspects and catering associated with such events. 
•  Managing and actioning incoming email, often corresponding on behalf of the manager, if needed. 
•  Screens phone calls, enquiries and requests 
•  Assist with Ad hoc requests as needed by the team 

Travel Co-ordination: 

•  Co-ordinate travel arrangements for team as needed 
•  Ensure adherence to Santam group travel and procurement policies 

 Assist with team communication initiatives 

•  Minuting meeting action items, track progress and follow up on delivery 
•  Responsible for maintaining the team intranet (Sharepoint, Confluence and MS Teams) site with updated documents, policies, communication, team detail 
•  Distribution of all team communication 
•  Arrangement of team engagement sessions and functions 
•  Maintain team contact list 

General Administration 

•  Maintain access to specific systems on instruction from authorised individuals (e.g. to budget system) 
•  Administrative support for new employee appointments which includes arranging access to systems, computer equipment, parking and arrange introductory meetings 
•  Administrative support for staff resignations to ensure all aspects of our HR policy are adhered to in this regard 
•  Ensure that office area is in order/ neat; ensuring that maintenance is arranged when required 

QUALIFICATION AND EXPERIENCE

•  Relevant tertiary qualification 
•  Preferably 3 years’ experience as an Administrative/Personal Assistant in a corporate team and/ or responsible for supporting senior management 
•  Evidence of experience in engagement with key business and external partners across all levels (including senior levels) on behalf of the line manager and area is recommended 

KNOWLEDGE AND SKILLS

•  Administrative support capabilities 
•  Project and/or process management skills 
•  Computer literacy and efficiency (Advanced Excel, Word, PowerPoint and Sharepoint) 
•  Ability to self-teach and master Confluence and MS Teams 
•  Strong co-ordination, organisational and planning skills 
•  Excellent interpersonal, communication and networking skills 
•  Results orientated, pro-active and deadline driven 
•  Ability to operate under pressure 
•  Strong quality and client service orientation 
•  Sound analysis skills 
•  Confidentiality 
•  Ability to ‘think-out-of-the-box’ / lateral thinking 
•  High initiative/self-starter/proactive and anticipate requirements 
•  Professionalism, excellent judgement, use of discretion, prioritisation and problem solving abilities 
•  Ability to work and make decisions independently 

COMPETENCIES

•  Collaborates 
•  Client focus 
•  Drives results 
•  Flexibility and adaptability 
•  Cultivates Innovation 
•  Planning and organising 
•  Situational adaptability 
•  Interpersonal savvy 
•  Stakeholder management 
•  Manage complexity 
•  Resilient 
•  Attention to detail