Vacant Jobs at Santam Insurance

WHAT WILL YOU DO?

• The responsibility of the retention adviser is to retain clients while offering world class products and services and achieving targets efficiently and professionally. The successful candidate must demonstrate resilience, ambition and enthusiasm as well as passion for their work and Santam.

WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?

• Retain clients by leveraging persuasive skills to identify and address their needs.
• Create opportunities for retention by proactively engaging with clients who have unpaid debit orders.
• Reinstating cancelled policies by applying effective persuasion techniques.
• Address inquiries and ensure client retention through exceptional customer service.
• Educate clients on Santam Direct’s product features, billing processes, service offerings and overall value.
• Meet monthly key performance metrics and adhere to workforce management protocols.
• Drive marketing campaigns through upselling and cross-selling initiatives.
• Research competitive pricing and policy services to provide clients with suitable comparisons and options.
• Perform additional duties as required.

QUALIFICATIONS AND EXPERIENCE

• RE Qualification
• FAIS compliant (150 credits)
• 3 years’ experience in Personal Lines insurance: Retentions

KNOWLEDGE AND SKILLS

• Exceptional negotiation and persuasion abilities
• Strong verbal and written communication skills
• Excellent interpersonal and networking capabilities
• Proven track record of adherence to quality standard and compliance
• Strong client service orientation
• Ability to thrive under pressure
• Sound judgement and decision-making skills
• Attention to detail
• Self-motivated with a proactive approach
• Capability to work independently

COMPETENCIES

• Adaptability
• Analytical thinking
• Results-driven mindset
• Conflict resolution
• Emotional self-regulation
• Strong customer service orientation
• Technical proficiency
• Time Management
• Team collaboration

SPECIFIC REQUIREMENTS

• There will be a probationary period of three (3) months, which consists of the following two phases:
• There will be a six (6) week training period after which your knowledge will be assessed; and
• On the job evaluation phase during with progress will be measured against your ongoing ability to meet s set target.

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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.