Insurance Consultant (Commercial Lines)

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.

About the role:
Santam Operations Commercial Contact Centre have career opportunities available for Insurance Sales Consultants based in Cape Town (Bellville) or Johannesburg. The insurance sales consultant role is focused on providing an end-to-end service and support to brokers whilst achieving sales targets in a commercial contact centre environment.

Duties and responsibilities:

1. Consistently meeting sales targets.
2. Contribution to the net profit and growth targets for business.
3. Delivering exceptional service that exceeds customers’ expectations through proactive, innovative, and appropriate solutions.
4. Providing telephonic/email support to the intermediary on record, authorised representatives from the brokerage, and broker services.
5. Analysing the request from the intermediary and providing a quotation to secure the business (conversion).
6. Initiating out dials to intermediaries to discuss quotations and/or convert policies.
7. New business issuance.
8. Assisting to resolve all insurance queries within required timeframe and compliance requirements.
9. Assisting in implementing solutions for improvement.
10. Adhering to workforce management principles to ensure that we optimize productivity.
11. Prioritising own workflow and ensuring work is completed to the required standards of productivity, quality, and timelines.
12. Managing client expectations on expected turnaround times for submitted requests; adhering to underwriting criteria and regional requirements.
13. Assisting with profiling the client with the best suitable product and underwriting criteria.

Qualifications and Experience:

1. Minimum 1-3 years’ experience within an insurance (commercial lines) sales contact centre.
2. Matric.
3. Minimum 60 Commercial Lines Short-term Insurance credits.
4. Relevant insurance related qualification (NQF 5) would be beneficial.
5. Compliance with FAIS Fit and Proper criteria i.e. minimum experience and competency requirements.
6. Solid sales track record.
7. Consistent target achievement.
8. Solid out-bound call centre sales experience and skills.
9. Clear record of accomplishment in terms of adherence to quality standards and compliance.

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.