Vacancies at Santam Insurance

What will make you successful in this role?

• A Performance Enhancement Coach is a specialized professional who plays a crucial role in improving the efficiency, effectiveness, and overall performance of processes within an organization.
• The coach works closely with staff to identify areas for improvement, facilitate development of customized training programs, and implement strategies to enhance the quality of products or services delivered by the organization.
• The Performance Enhancement Coach aims to elevate the skills, knowledge of staff, leading to higher-quality outputs, increased productivity and customer satisfaction.
• Provide constructive feedback and coaching to client-facing staff to help them enhance their skills and improve their performance.
• Foster a culture of continuous learning and growth.
• Take appropriate actions / corrections on all client feedback, including QA findings, Complaints
• Provide feedback to management on coaching performance and identify where coaching needs to move to progressive performance management.
• Weekly, monthly, quarterly and annual reports on coaches performance.
• Take appropriate actions / corrections on all client feedback, including QA findings, Complaints received, Voice of the customer (VOX).
• Act on all errors incurred during client-facing interactions through a corrective interaction with the client (trends from Policy solution & QA teams) with the sales / CE Consultant.
• Collate trends across all structured and unstructured data and propose corrective actions to improve results. 
• Provide the necessary feedback to the consultants by means of coaching and training sessions.
• Live the Santam values throughout, by being disciplined, accurate with the aim to improve on service quality (service excellence) and to elicit consultants to achieve their full potential.
• Give feedback to training & development to address gaps in training Program Development:
• These inputs may cover areas such as, process improvement methodologies, compliance requirements, and soft skills development.
• Collaborate with quality assurance teams to identify bottlenecks, inefficiencies, and gaps in existing processes.
• Implement process improvement initiatives to enhance the overall efficiency and effectiveness of quality assurance activities.
• Analyse data to identify trends, areas for improvement, and opportunities for further development.
• Promote a strong quality-focused culture across the organization, emphasizing the importance of quality assurance and its impact on customer satisfaction and business success.
• Accountable to escalate non-compliance findings to the CE or Sales lead, Compliance Officer and/or Head of Santam Direct
• Propose further interventions, including coaching, training, to address non-adherence by referring to the relevant line managers for disciplinary action/s to be considered, and monitor that non-adherence interventions are acted on where necessary.
• Collaborates with cross-functional teams, to ensure that quality assurance processes are effectively integrated into the overall business operations.
• Stay updated with industry standards, regulations, and compliance requirements relevant to the organization's products or services.
• Ensure that processes align with these requirements.
• Identify and share best practices, both internally and externally, to foster knowledge exchange and continuous improvement.

Qualification and Experience

• Matric/ Grade 12
• RE 5 Qualification and Fais accredited
• NQF Level 4 (Short-Term Insurance Qualification)
• Quality and/or Compliance experience in the financial services sector
• Minimum 5 years’ short -term insurance experience in both Sales and Service Contact Centres and exposure to short-term insurance Personal and Commercial products
• Experience working in high paced Contact Centre environment

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What will make you successful in this role:

• Supporting Santam sales strategy & business plan in line with the regions Targets.
• Establish and manage strong relationships with brokers including business managers.
• Growth and profitability of allocated broker portfolio.
• Working with brokers in developing a business plan to grow business.
• Assist in identifying new potential brokers and opportunities for business growth.
• Awareness of competition and market information.
• Facilitating the sales process and ensure that brokers deal with correct channels.
• Facilitating sale of quotes.
• Monthly analysis of figures down to broker level.
• Reporting at Broker Services regional meetings.
• People management (service consultants).

Qualifications:

• Completed GR12
• Short term insurance related qualification or COP certification
• FAIS credits (commercial and personal lines)
• RE 5 certification
• Valid driver’s license
• At least 5 years personal lines and commercial experience in an operational environment
• Experience in maintaining and growing a profitable portfolio of commercial and personal insurance

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WHAT WILL YOU DO:

The candidate will be expected to perform (but not limited to) the following secretarial duties:

• Managing the management teams’ calendar, screen incoming calls and correspondence and respond independently when possible.
• Employee administration and general administration
• Liaising with external business partners 
• Liaising with various internal stakeholders
• Arranging and coordinating all meetings 
• Preparing presentations
• Arranging travel plans and itineraries (local and international)
• Preparation of records such as agendas, notices, minutes and resolutions for meetings, including minute taking.
• Budget management and reconciliations
• Coordinating and compiling all executive and management reports

QUALIFICATIONS AND EXPERIENCE

• Grade 12 with a secretarial diploma/qualification
• Computer literate (advanced level of MS Office)
• Current experience with regards to preparing presentations and compiling extensive excel workbooks
• Proven track record as a personal assistant to a senior manager 
• Experienced at working with highly confidential information
• Experience in a Legal department with knowledge of the recovery and liability process will be highly beneficial