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?

• Santam Specialist Solutions has a career opportunity for a Manager - Commercial Underwriting Administration in the Construction and Engineering business area which will be based in Wanderers Office Park.
• The primary purpose of this position is Policy Underwriting Administration with reference to new business, endorsements (providing terms on existing policies), finance queries, and dealing with Brokers and other departments, and ensuring the Policy administration team achieves targets and SOP.

KEY RESPONSIBILITIES?

Policy Administration and managing a team of Underwriting Administrators as it relates to:

• Conversions of quotes into Policies
• Endorsements
• Provide terms on existing policies
• Understand Insurance Principles and Business Retention on existing policies
• Dealing with other areas within the company / liaising with brokers.
• Manage / monitor incoming / outgoing mail
• Must be able to adhere to deadlines and operating standard and requirements
• Manage team performance

QUALIFICATIONS AND EXPERIENCE

• Must have a minimum of 15 years of insurance experience within an underwriting capacity
• Preferably 10 years of short-term engineering insurance experience
• Previous experience in managing an underwriting team
• Quoting and Approval experience will be beneficial
• First Level Regulatory Examination
• Relevant Degree / Diploma 
• FAIS Compliant
• Computer Literacy: Microsoft Office - proficiency in Word, Excel, PowerPoint, and Microsoft Outlook

COMPETENCIES

• Strong leadership and team management skills.
• Excellent knowledge of underwriting processes and insurance regulations.
• High attention to detail and organizational skills.
• Strong communication and interpersonal abilities.
• Analytical thinking and problem-solving capabilities.
• Proficiency in relevant insurance systems and tools.

ADDITIONAL COMPETENCIES AND SKILLS

• Proactive and results-driven.
• Collaborative and supportive leadership style.
• Committed to continuous improvement and professional development.
• High integrity and ethical standards.