Jobs at Santam Insurance

CAREER OPPORTUNITY

• This career opportunity is available at Santam for a Relationship Manager who will be based in Port Elizabeth.

WHAT WILL YOU DO?

• The Relationship Manager will be responsible for the retention and profitable growth of allocated broker portfolios through developing and managing strong relationships with intermediaries and internal business partners. Promoting new and maintaining existing business by serving as a proactive relationship manager for assigned accounts.

WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?

• Supporting Santam sales strategy and business plan in line with regional targets
• Establishing and managing strong relationships with brokers, including business managers
• Growth and profitability of allocated broker portfolio
• Working with brokers to develop business plans and grow business
• Identifying new brokers and business growth opportunities
• Maintaining awareness of competition and market information
• Facilitating the sales process and ensuring brokers engage through the correct channels
• Facilitating the sale of quotes
• Monthly analysis of figures down to broker level
• Reporting at Broker Services regional meetings
• People management (Service Consultant)

QUALIFICATIONS AND EXPERIENCE

• Matric qualification
• Insurance-related qualification (NQF Level 5)
• FAIS compliant
• Regulatory Exam compliant
• At least 3 years personal lines and 5 years commercial experience, including Agri
• Operational experience managing a large portfolio of broker business
• Good operational experience regarding CPM commercial business
• Sales experience in the short-term insurance sector
• Experience maintaining and growing a profitable commercial and personal insurance portfolio

KNOWLEDGE AND SKILLS

• Technical short-term insurance product knowledge
• Technical underwriting knowledge
• People management experience
• Good communication skills (verbal and written)
• Excellent interpersonal and problem-solving skills
• In-depth knowledge of financial analysis processes and statistics
• Business skills
• Negotiation
• Selling
• Conflict management skills

PERSONAL ATTRIBUTES

• Deciding and initiating action
• Client service orientation
• Building networks and relationships
• Influencing
• Applying expertise and technology
• Problem solving
• Planning and organising
• Supporting change
• Performing under pressure
• Ability to work independently
• Enterprising and commercial thinking
• Teamwork and collaboration
• Analysing
• Business insight
• Interpersonal savvy
• Decision quality
• Plans and aligns

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What will you do?

• Santam Operations, Commercial Portfolio Management has a career opportunities available for Insurance Consultants base in Johannesburg Hill On Empire, Parktown . The insurance consultant role is focused on providing an end-to-end service and support to brokers. 

What does Insurance Consultant do?

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.

Qualification 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 2 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

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Career Opportunity

• This career opportunity is available at Complex Claims for an Admin assistant role that will be based in Bellville.

What will you do?

• The Administration Assistant Complex Claims will serve as the support function within the business unit and perform administrative duties in general.
• Will be responsible for follow-up on processing activities to ensure a high quality of service is provided.
• Focus will be placed on non-core activities of claims handler responsibilities.

Key Responsibilities

• Provide administrative support to Complex Claims Managers, ensuring effective claims management and service delivery.
• Schedule and allocate new claims to Complex Claims Managers within required turnaround times.
• Appoint and facilitate claim-related resources in accordance with claim requirements and request updates from the resources within the contracted timelines.
• Obtaining and clarifying underwriting information, retrieving detailed policy schedules, surveys and risk reduction requirement letters.
• Manage claim-related payments, including review of fee narratives in line with the contracted fees, payment processing, invoice settlements, and payment query administration.
• Administer summons-related claims and ensure all required documentation and processes are completed accurately.
• Monitor and manage departmental mailboxes, ensuring all correspondence and requests are actioned within required timeframes.
• Diary Management for Complex Claims Managers.
• Handle general queries.

Qualifications and Experience

• Grade 12
• Minimum of 5 years' claims administration experience within the short-term insurance industry.
• Relevant insurance or administrative qualification will be advantageous.
• Strong client service orientation
• Ability to work under pressure

Knowledge and Skills

• Insurance product knowledge
• Personal & Commercial Lines experience/knowledge
• Working knowledge of Santam systems (e.g. Claims Center) and claims processes
• Detail orientation
• Good Communication skills (verbal & written)
• Planning and executing skills
• Computer Literacy
• Telephonic skills
• Time management
• Ability to work independently and under pressure

Personal Attributes

• Delivering and meeting expectations
• Analysing
• Applying expertise and technology
• Achieving personal work goals and objectives