Vacant Jobs at Santam Insurance

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
• Proven work experience in commercial underwriting within the short-term insurance industry
• A relevant insurance related qualification (e.g., NQF level 4) would be advantageous 
• Preferable work experience in agriculture would be advantageous

KNOWLEDGE AND SKILLS 

• Excellent verbal and written communication skills. Use of clear and effective verbal communication skills to request information and correspond with intermediaries.
• 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

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WHAT DOES THE INSURANCE CONSULTANT DO?

• Santam Operations, Commercial Contact Centre have career opportunities available for Insurance Consultants base in Johannesburg (Hill On Empire).  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.
• Dealing with general insurance and policy specific enquiries.
• 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.
• Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books. 
• New business issuance / policy maintenance/ renewal / agri aspects of policies.
• 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 is completed to the required standards of productivity, quality, and timelines; use performance manage systems to improve personal performance.
• Ensuring that business targets are met.

QUALIFICATIONS AND EXPERIENCE

• Matric / Grade 12
• 60 FAIS credits - Commercial lines
• Minimum of 3 years’ experience in Financial Services experience - Short Term Insurance - would be advantageous
• A relevant insurance related qualification (e.g. NQF level 5) would be advantageous.
• Tertiary qualification 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.
• Conduct efficient administration.
• Optimising work processes.
• Situational adaptability.

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What will you do?

• The relationship manager will be responsible for promoting new and maintaining existing business by serving as a proactive relationship manager for assigned accounts.
• Coordinates marketing, sales and support services for assigned accounts to enhance existing relationships and develop new ones. The relationship manager should further insure successful implementation and management of short-term initiatives.
• This job is focused on the retention and profitable growth of allocated broker portfolios through developing and management of strong relationships with intermediaries and internal business partners.

What will make you successful in this role?

• Supporting Santam sales strategy & business plan in line with the region’s targets
• Establish and manage strong relationships with brokers including business managers.
• Growth and profitability of allocated broker portfolio 
• Work 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 
• Facilitate the sales process and ensure that brokers deal with correct channels. 
• Facilitate conversion of quotes
• Build relationships with internal stakeholders for ease of managing portfolio.
• Ensuring compliance of broker portfolios with respective internal governance controls
• Monthly analysis of figures down to broker level
• Report at Broker Services regional meetings
• People management(service cnsultant)

Qualifications and Experience

• Matric Qualification 
• Insurance related qualification or business degree will be advantage.
• FAIS Compliant (120 credits on NQF level 5) 
• Regulatory exam compliance.
• At least 3 years personal lines and 5 years commercial experience in an operational environment involving responsibility of a large portfolio of broker business.
• Good Operational experience with regard to commercial business on external platform
• 5 years sales experience in the short-term insurance sector 
• 5 years’ experience in maintaining and growing a profitable portfolio of Commercial and personal insurance
• Proficiency in Afrikaans

Personal Attributes

• Drives results.
• Deciding and initiating action
• Leading and supervising
• Collaborates
• Client focus
• Flexibility and adaptability
• Cultivates innovation.
• Strategic decision making
• Analytical thinking
• Influencing/ gaining commitment
• Business acumen
• Coaching and development

Knowledge and Skills

• Knowledge of Policy Centre and Mainframe Commercial product
• Knowledge and experience of Santam internal processes will be beneficial
• Knowledge and experience of QlikView, Policy Centre and Mainframe
• Knowledge and experience of the Santam / Sanlam synergies will be beneficial
• Fluent in English Language
• Good communication skills (verbal and written)
• In-depth knowledge of financial analysis processes and statistics
• Technical product knowledge of short- term insurance
• Technical underwriting knowledge
• Excellent inter-personal and problem-solving skills