Insurance Consultant (10)(Cape Town, Bellville)

Location:

Bellville, Western Cape

Who are we?

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred on our delivery of Insurance Good and Proper.

Santam Operations, Commercial Contact Centre have career opportunities available for Insurance Consultants based in Cape Town, Bellville. The insurance consultant role is focused on providing an end-to-end service and support to brokers.

This role includes the following responsibilities:

1. Servicing broker requests, including enquiries.
2. Providing telephonic/email support to the intermediary on record, authorised representatives from the brokerage, and broker services.
3. Dealing with general insurance and policy specific enquiries.
4. Handling the issuance of new policies, policy maintenance, renewal, and agricultural aspects of policies.
5. Assisting to resolve all insurance queries within required timeframe and compliance requirements.
6. Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy.
7. Adjusting premiums in line with new asset values.
8. Managing client expectations on expected turnaround times for submitted requests.
9. Adhering to underwriting criteria and regional requirements.
10. Assisting with profiling the client with the best suitable product and underwriting criteria.
11. Advising brokers to ensure that we meet with clients’ needs in terms of the correct cover and product.
12. Assisting in implementing solutions for improvement.
13. Standing in for Consultants during busy periods or absence of key resources.

QUALIFICATIONS AND EXPERIENCE
• Matric/ Grade 12
• 60 commercial lines FAIS credits
• A relevant insurance related qualification (e.g. NQF lev 4) would be advantageous
• Proven work experience in commercial, agriculture policy administration and underwriting within the short-term insurance industry
• Minimum of 3 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

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.