Jobs at Santam Insurance

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.

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What will you do?

• We have an exciting opportunity for a Junior Underwriter within Santam Specialist Solutions based in Illovo, Johannesburg.

What will make you successful in this role?

Main Purpose of Job

• The primary purpose of this position is to drive new business growth, retain clients, manage relationships with new and existing brokers, increase market awareness, and expand the portfolio of brokers.

Key Responsibilities:

• Generating new business growth
• Understanding insurance risks
• Comprehension of policy wordings
• Training of brokers on insurance products
• Hosting of functions (Candidate should be well spoken and presentable)
• Road-trip preparation and scheduling of meetings with brokers
• PowerPoint presentation preparation
• Solving queries on instructions between various departments
• Accurate loading of quotations
• Material Preparation for training functions
• Broker premium consolidation
• Broker information consolidation
• Broker target consolidation
• Renewal preparation monthly
• Research for Marketing Presentations
• Team coordination within the marketing department
• Filing
• Other ad hoc functions in assisting the department
• Good understanding of the insurance industry market and the terminology used.
• Able to evaluate information from a variety of sources and solve problems.
• Good communication and interpersonal skills; comfortable with phone and face-to-face complex discussions with underwriters, brokers, and any other relevant stakeholders. 
• Deadline focused; able to work under pressure to meet tight deadlines and able to organise own workload effectively to prioritise to meet service standards.
• Operationally efficient; able to follow all process requirements.

Qualifications & Experience

• Must have at least 5 years of short-term underwriting experience.
• Non-Negotiable: Must have at least 3 years within underwriting/sales short-term Engineering insurance experience
• Matric
• BCom or Engineering Degree or a construction/engineering-related diploma
• Generating new business growth
• First Level Regulatory Examination: Representatives
• FAIS compliant as representative, not under supervision
• Comprehensive understanding of insurance legislation
• Must have experience with insurance operating systems
• Valid driver’s license

Skills & Competencies

• Administrative Skills
• Analysis and Judgement
• GREAT Attention to Detail
• Client Orientation
• Communication Skills
• Initiative
• Teamwork
• Time Management and working under significant pressure
• Generating new business growth
• Broker relationships
• Track record for handling high-pressure work environments
• Computer Literacy
• Strong Communication Skills (Internal & external)
• Competent user of Excel, Word, Outlook, and other Microsoft platforms.